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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
1451
Security National Bank of Sioux City Iowa
Iowa
$293K – – –
CGA
1452
Crescent Grove Advisors
Illinois
$292K +$2.22K +85 +0.8%
LWM
1453
Lodestone Wealth Management
Washington
$292K +$43.5K +1,664 +18%
CTWM
1454
Cherry Tree Wealth Management
Minnesota
$289K -$127K -4,861 -31%
LGWM
1455
Litman Gregory Wealth Management
California
$289K +$1.93K +74 +0.7%
WDC
1456
Woodward Diversified Capital
California
$289K -$13.2K -504 -4%
CFG
1457
Copley Financial Group
California
$289K -$52.9K -2,026 -16%
BHBT
1458
Burke & Herbert Bank & Trust
Virginia
$288K +$284K +10,885 New
FWM
1459
Finer Wealth Management
Massachusetts
$287K -$51.1K -1,956 -15%
AFA
1460
Alpha Financial Advisors
North Carolina
$287K +$2.74K +105 +1%
NWM
1461
Northcape Wealth Management
New York
$286K – – –
HA
1462
HFG Advisors
Ohio
$285K – – –
SA
1463
Strategic Advisors
New York
$284K -$118K -4,531 -30%
TWM
1464
Tanglewood Wealth Management
Texas
$283K – – –
JBA
1465
Johnson Bixby & Associates
Washington
$281K – – –
GAA
1466
Global Assets Advisory
Florida
$280K -$50.7K -1,943 -16%
EFMC
1467
Empire Financial Management Company
New York
$280K -$1.59K -61 -0.6%
RWM
1468
Revisor Wealth Management
Ohio
$280K -$208K -7,976 -44%
DAM
1469
Delta Asset Management
Tennessee
$280K +$1.31K +50 +0.5%
BTI
1470
Blue Trust Inc
Georgia
$280K -$484K -18,533 -64%
MFC
1471
Morris Financial Concepts
South Carolina
$279K – – –
MSCM
1472
McElhenny Sheffield Capital Management
Texas
$279K – – –
CCM
1473
Charter Capital Management
Wisconsin
$278K +$274K +10,496 New
FGC
1474
Financial Gravity Companies
Texas
$277K +$273K +10,450 New
IF
1475
Integrity Financial
Wyoming
$277K +$273K +10,444 New
57 58
59
60 61