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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
ClientFirst Wealth Management
Arkansas
$231K – – –
PRP
1552
Peak Retirement Planning
Ohio
$230K +$227K +8,682 New
HWA
1553
HMV Wealth Advisors
Louisiana
$230K – – –
LSA
1554
Lansing Street Advisors
Pennsylvania
$227K +$2.17K +83 +1%
W
1555
WealthCollab
Washington
$227K +$261 +10 +0.1%
SM
1556
Sensible Money
Arizona
$226K +$131 +5 +0.1%
LW
1557
Libra Wealth
California
$226K +$223K +8,526 New
FFG
1558
Fiduciary Financial Group
California
$225K -$25K -956 -10%
CBT
1559
Crews Bank & Trust
Florida
$224K -$45.8K -1,753 -17%
WA
1560
WESPAC Advisors
California
$223K +$2.09K +80 +1%
CMP
1561
Coston McIsaac & Partners
Maine
$223K +$9.79K +375 +5%
SSWM
1562
Smith Salley Wealth Management
North Carolina
$223K -$571K -21,882 -72%
WAAG
1563
Wealth Alliance Advisory Group
Kansas
$222K -$276K -10,555 -56%
SPWG
1564
Syntegra Private Wealth Group
Missouri
$220K +$217K +8,317 New
ECM
1565
EagleClaw Capital Management
Massachusetts
$220K +$217K +8,300 New
SOWAS
1566
Silver Oak Wealth Advisors Services
California
$219K – – –
TSWM
1567
Triangle Securities Wealth Management
North Carolina
$219K -$190K -7,260 -47%
WPA
1568
West Paces Advisors
Georgia
$217K +$102K +3,904 +91%
VCM
1569
Vivaldi Capital Management
Illinois
$217K -$2.13M -81,667 -91%
UB
1570
UMB Bank
Missouri
$215K – – –
AIC
1571
Archer Investment Corporation
Indiana
$214K +$24.3K +929 +13%
KWM
1572
Keebeck Wealth Management
Illinois
$213K +$210K +8,044 New
HFS
1573
Heritage Financial Services
Massachusetts
$213K +$2.61K +100 +1%
HG
1574
Harbor Group
New Hampshire
$213K – – –
TFA
1575
Toth Financial Advisory
Virginia
$212K +$8.67K +332 +4%
61 62
63
64 65