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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1126
Enterprise Trust & Investment
California
$21K – – –
OC
1127
Oakworth Capital
Alabama
$21K – – –
WT
1128
Washington Trust
Rhode Island
$21K – – –
EL
1129
EMFO LLC
Florida
$21K +$229 +9 +1%
FP
1130
Financial Perspectives
Minnesota
$20.5K -$21.9K -861 -50%
BCMIO
1131
Beacon Capital Management Inc (Ohio)
Ohio
$20K +$21.4K +843 New
PGAM
1132
Princeton Global Asset Management
New Jersey
$19K – – –
SIAP
1133
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$4.04K +159 +25%
AWM
1134
Activest Wealth Management
Florida
$19K +$20.3K +798 New
M1FG
1135
Mach-1 Financial Group
Arkansas
$19K +$21.4K +843 New
CCM
1136
Chilton Capital Management
Texas
$18K +$18.9K +741 New
1IA
1137
1834 Investment Advisors
Wisconsin
$17K – – –
PA
1138
PSI Advisors
Florida
$17K +$1.53K +60 +9%
HWMA
1139
Heritage Wealth Management (Arizona)
Arizona
$16.8K – – –
JGIA
1140
Jackson Grant Investment Advisers
Connecticut
$16K +$153 +6 +0.9%
SFG
1141
Steward Financial Group
Texas
$16K +$17.7K +696 New
ASBI
1142
American State Bank (Iowa)
Iowa
$15.3K – – –
TC
1143
Truvestments Capital
Florida
$12K +$12.4K +486 New
FDCDDQ
1144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K -$19.1K -750 -60%
CPFP
1145
Clear Perspectives Financial Planning
Ohio
$11K +$11.4K +450 New
AWM
1146
AllSquare Wealth Management
New York
$10K – – –
LB
1147
Legacy Bridge
Iowa
$10K – – –
CSB
1148
City State Bank
Iowa
$9K – – –
WB
1149
West Bancorporation
Iowa
$9K – – –
ANBT
1150
American National Bank & Trust
Texas
$9K +$8.01K +315 +525%
44 45
46
47 48