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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1601
Lowe Wealth Advisors
Maryland
$6.34K – – –
WPWM
1602
Western Pacific Wealth Management
Illinois
$5.88K +$163 +6 +3%
BHWM
1603
Beaird Harris Wealth Management
Texas
$5.39K -$314K -11,514 -98%
HWM
1604
HighMark Wealth Management
Minnesota
$5.26K +$82 +3 +2%
CNBTD
1605
Citizens National Bank Trust Department
Mississippi
$5.07K – – –
RWA
1606
Redmont Wealth Advisors
Illinois
$4.25K +$82 +3 +2%
NMG
1607
New Millennium Group
Utah
$4.24K – – –
FFA
1608
Frazier Financial Advisors
Ohio
$4.23K – – –
CCC
1609
Chelsea Counsel Company
California
$4.23K +$4.09K +150 New
SFCL
1610
Strengthening Families & Communities LLC
Massachusetts
$4.15K +$3.51K +129 +717%
PA
1611
Pineridge Advisors
Missouri
$4.09K -$13.2K -486 -77%
AFS
1612
Annapolis Financial Services
Maryland
$4.06K – – –
SN
1613
Sittner & Nelson
Oregon
$4.06K – – –
FPF
1614
First Pacific Financial
Washington
$3.47K +$3.35K +123 New
GM
1615
GeoWealth Management
Illinois
$2.63K +$2.53K +93 New
TC
1616
Truvestments Capital
Florida
$2.62K +$2.53K +93 New
AWM
1617
Angeles Wealth Management
California
$2.54K – – –
PWMG
1618
Private Wealth Management Group
New Jersey
$2.38K – – –
FAM
1619
Flaharty Asset Management
Florida
$2.11K +$2.04K +75 New
CJH
1620
Christopher J. Hasenberg
Wisconsin
$1.94K – – –
BMC
1621
Bear Mountain Capital
Washington
$1.71K -$29.8K -1,095 -86%
MWM
1622
Mascoma Wealth Management
New Hampshire
$1.69K +$1.64K +60 New
GCM
1623
Gables Capital Management
Florida
$1.63K +$4.74K +174 New
SHF
1624
Safe Harbor Fiduciary
Florida
$1.61K +$1.55K +57 New
NRG
1625
Nemes Rush Group
Michigan
$1.29K +$1.31K +48 New
63 64
65
66 67