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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1451
Winter & Associates
Minnesota
$374K +$370K +13,626 New
WE
1452
Wealth Effects
Massachusetts
$372K +$11.4K +420 +3%
GA
1453
GoalVest Advisory
New York
$368K -$31.6K -1,161 -8%
WA
1454
Wealth Architects
California
$368K +$117K +4,298 +47%
UFA
1455
Uptown Financial Advisors
Texas
$366K – – –
FFWM
1456
Future Financial Wealth Management
Ohio
$365K -$108K -3,971 -24%
CFP
1457
Cascade Financial Partners
California
$365K -$47.2K -1,736 -12%
RWM
1458
RKL Wealth Management
Pennsylvania
$363K +$299 +11 +0.1%
RFS
1459
RM Financial Services
Maine
$362K +$359K +13,190 New
GAFA
1460
Garton & Associates Financial Advisors
Kentucky
$360K +$357K +13,129 New
LIM
1461
Loudon Investment Management
New Hampshire
$360K -$305K -11,225 -46%
HW
1462
Hancock Whitney
Mississippi
$359K +$356K +13,095 New
GC
1463
GatePass Capital
Ohio
$359K +$356K +13,094 New
CC
1464
Citrine Capital
California
$359K – – –
WW
1465
Waterfront Wealth
Kansas
$359K -$12.7K -466 -4%
CCFCSB
1466
Cape Cod Five Cents Savings Bank
Massachusetts
$358K – – –
NC
1467
NovaPoint Capital
Georgia
$358K +$245 +9 +0.1%
RWP
1468
Ridgeline Wealth Planning
Ohio
$357K -$33.9K -1,245 -9%
RFW
1469
Redwood Family Wealth
Texas
$357K +$354K +13,022 New
KIM
1470
Kane Investment Management
California
$357K -$19.6K -720 -5%
SNBOSD
1471
Security National Bank of So Dak
Iowa
$355K – – –
SWM
1472
Shakespeare Wealth Management
Wisconsin
$355K – – –
GGI
1473
Godsey & Gibb Inc
Virginia
$354K -$134K -4,919 -28%
UW
1474
Unique Wealth
Florida
$353K +$2.72K +100 +0.8%
GF
1475
GGM Financials
Ohio
$352K +$952 +35 +0.3%
57 58
59
60 61