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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1526
Caldwell Sutter Capital
California
$315K +$15.6K +573 +5%
MSG
1527
Main Street Group
Virginia
$314K +$2.31K +85 +0.7%
BRPW
1528
Ballast Rock Private Wealth
South Carolina
$314K +$311K +11,440 New
DLCIG
1529
D.L. Carlson Investment Group
New Hampshire
$313K – – –
SWP
1530
SIMA Wealth Partners
Virginia
$313K -$19.3K -708 -6%
LWM
1531
Lodestone Wealth Management
Washington
$312K +$5.14K +189 +2%
BHFP
1532
Blom & Howell Financial Planning
California
$311K +$308K +11,343 New
PSP
1533
Pacific Sage Partners
Washington
$311K +$54.5K +2,004 +22%
WAS
1534
WESPAC Advisors SoCal
California
$310K +$60.1K +2,211 +24%
BC
1535
Bulwark Capital
Florida
$309K -$75.4K -2,773 -20%
RWA
1536
River Wealth Advisors
Pennsylvania
$309K +$31.3K +1,151 +11%
VA
1537
VestGen Advisors
Illinois
$309K -$764K -28,116 -71%
VC
1538
Vicus Capital
Pennsylvania
$309K +$34.5K +1,268 +13%
TA
1539
TFB Advisors
Kansas
$308K -$789 -29 -0.3%
HCA
1540
Heck Capital Advisors
Wisconsin
$307K +$304K +11,195 New
HWM
1541
Heirloom Wealth Management
Colorado
$307K – – –
GTAM
1542
Global Trust Asset Management
Florida
$307K -$33.6K -1,235 -10%
CRWM
1543
Castle Rock Wealth Management
California
$306K +$23.7K +870 +9%
SNBOSCI
1544
Security National Bank of Sioux City Iowa
Iowa
$304K – – –
WTC
1545
WhitTier Trust Company
Nevada
$303K -$43.2K -1,587 -13%
LFA
1546
Laraway Financial Advisors
Minnesota
$303K +$52K +1,912 +21%
PAM
1547
Pegasus Asset Management
New York
$303K +$2.61K +96 +0.9%
BA
1548
BCM Advisors
Louisiana
$302K – – –
SAM
1549
Seelaus Asset Management
New Jersey
$302K +$7.72K +284 +3%
IP
1550
Ignite Planners
California
$300K +$34.2K +1,256 +14%
60 61
62
63 64