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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1451
Cherry Tree Wealth Management
Minnesota
$289K -$127K -4,861 -31%
LGWM
1452
Litman Gregory Wealth Management
California
$289K +$1.93K +74 +0.7%
WDC
1453
Woodward Diversified Capital
California
$289K -$13.2K -504 -4%
CFG
1454
Copley Financial Group
California
$289K -$52.9K -2,026 -16%
BHBT
1455
Burke & Herbert Bank & Trust
Virginia
$288K +$284K +10,885 New
FWM
1456
Finer Wealth Management
Massachusetts
$287K -$51.1K -1,956 -15%
AFA
1457
Alpha Financial Advisors
North Carolina
$287K +$2.74K +105 +1%
NWM
1458
Northcape Wealth Management
New York
$286K – – –
HA
1459
HFG Advisors
Ohio
$285K – – –
SA
1460
Strategic Advisors
New York
$284K -$118K -4,531 -30%
TWM
1461
Tanglewood Wealth Management
Texas
$283K – – –
JBA
1462
Johnson Bixby & Associates
Washington
$281K – – –
GAA
1463
Global Assets Advisory
Florida
$280K -$50.7K -1,943 -16%
EFMC
1464
Empire Financial Management Company
New York
$280K -$1.59K -61 -0.6%
RWM
1465
Revisor Wealth Management
Ohio
$280K -$208K -7,976 -44%
DAM
1466
Delta Asset Management
Tennessee
$280K +$1.31K +50 +0.5%
BTI
1467
Blue Trust Inc
Georgia
$280K -$484K -18,533 -64%
MFC
1468
Morris Financial Concepts
South Carolina
$279K – – –
MSCM
1469
McElhenny Sheffield Capital Management
Texas
$279K – – –
CCM
1470
Charter Capital Management
Wisconsin
$278K +$274K +10,496 New
FGC
1471
Financial Gravity Companies
Texas
$277K +$273K +10,450 New
IF
1472
Integrity Financial
Wyoming
$277K +$273K +10,444 New
SAM
1473
Seelaus Asset Management
New Jersey
$277K -$130K -4,992 -32%
TC
1474
Tenret Company
Florida
$276K – – –
SGI
1475
Summit Global Investments
Utah
$276K -$152K -5,829 -36%
57 58
59
60 61