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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1251
FSC Wealth Advisors
New York
$57.5K +$59K +2,358 New
MPWT
1252
MassMutual Private Wealth & Trust
Connecticut
$57.3K -$54.5K -2,178 -48%
CFFP
1253
Center for Financial Planning
Michigan
$56.5K +$225 +9 +0.4%
RAM
1254
Riggs Asset Management
Pennsylvania
$55.8K +$57.2K +2,289 New
GTAM
1255
Global Trust Asset Management
Florida
$55.7K -$23.1K -924 -29%
ANBT
1256
American National Bank & Trust
Texas
$52K +$600 +24 +1%
LC
1257
Lindbrook Capital
California
$50.6K – – –
JWA
1258
JFS Wealth Advisors
Pennsylvania
$49.7K – – –
TWD
1259
True Wealth Design
Ohio
$47.6K -$16.8K -672 -26%
SC
1260
Steph & Co
Wisconsin
$47.6K – – –
GEA
1261
Glen Eagle Advisors
New Jersey
$46.1K +$13.5K +540 +40%
NRC
1262
New Republic Capital
North Carolina
$46.1K +$47.3K +1,890 New
AA
1263
Addison Advisors
Vermont
$45K – – –
JFG
1264
JDM Financial Group
Texas
$44.9K +$375 +15 +0.8%
TFP
1265
Tilia Fiduciary Partners
North Carolina
$43.7K +$75 +3 +0.2%
CYG
1266
Clean Yield Group
Vermont
$41.4K – – –
BWP
1267
Baldwin Wealth Partners
Massachusetts
$40.2K – – –
HIA
1268
Harbor Investment Advisory
Maryland
$39.1K – – –
FCA
1269
Fortis Capital Advisors
Kansas
$36.7K -$52.5K -2,100 -58%
FHA
1270
First Horizon Advisors
Tennessee
$36.6K – – –
KHC
1271
Koesten Hirschmann & Crabtree
Kansas
$36.6K – – –
SMA
1272
Sage Mountain Advisors
Georgia
$34.8K +$15.4K +615 +76%
AW
1273
Avion Wealth
Texas
$33K – – –
GA
1274
GoalVest Advisory
New York
$30.1K – – –
BA
1275
Bellwether Advisors
Nebraska
$29.3K – – –
49 50
51
52 53