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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
976
Moser Wealth Advisors
Washington
$1.06M +$274K +9,625 +33%
CWM
977
Collaborative Wealth Management
Florida
$1.05M +$227 +8 +0%
RK
978
Rather & Kittrell
Tennessee
$1.05M – – –
FCIM
979
Fairview Capital Investment Management
California
$1.04M +$307K +10,816 +40%
CNFG
980
Creegan & Nassoura Financial Group
New Hampshire
$1.04M -$91.2K -3,207 -8%
MWM
981
Maridea Wealth Management
New York
$1.03M +$1.08M +37,854 New
VFG
982
Valley Financial Group
Pennsylvania
$1.03M +$5.49K +193 +0.5%
MFA
983
Morling Financial Advisors
California
$1.03M – – –
CSA
984
Cottage Street Advisors
Massachusetts
$1.01M -$11.3K -397 -1%
CCFM
985
Clear Creek Financial Management
Washington
$1.01M -$33.8K -1,188 -3%
CHJWM
986
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1M -$1.88M -65,975 -65%
ES
987
ETF Store
Kansas
$996K +$146K +5,142 +16%
HIP
988
HUB Investment Partners
Texas
$994K -$31K -1,090 -3%
MM
989
Meridian Management
Arkansas
$990K +$3.1K +109 +0.3%
BAWC
990
Boyce & Associates Wealth Consulting
Texas
$988K +$38.9K +1,369 +4%
AWA
991
Aaron Wealth Advisors
Illinois
$988K -$6.14K -216 -0.6%
SWA
992
SOA Wealth Advisors
New York
$979K -$49.3K -1,734 -5%
BWM
993
Buska Wealth Management
Wisconsin
$973K +$21.7K +764 +2%
MWP
994
Madison Wealth Partners
Wisconsin
$970K +$8.61K +303 +0.9%
CCM
995
Colorado Capital Management
Colorado
$966K +$16.3K +573 +2%
CW
996
Code Waechter
Florida
$963K +$1.65K +58 +0.2%
SP
997
SWS Partners
Ohio
$961K +$32.2K +1,131 +3%
SC
998
Soundwatch Capital
Connecticut
$959K +$204K +7,179 +26%
FWP
999
FAS Wealth Partners
Kansas
$953K -$34.7K -1,220 -3%
PP
1000
Patten & Patten
Tennessee
$952K +$116K +4,073 +13%
38 39
40
41 42