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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1701
Barrett & Company
Rhode Island
$37.1K +$4.12K +145 +12%
CSWM
1702
Cassady Schiller Wealth Management
Ohio
$36.9K – – –
AW
1703
Avion Wealth
Texas
$36K -$4.24K -149 -10%
NWM
1704
Nova Wealth Management
Florida
$35.9K +$37.4K +1,316 New
KSB
1705
Kennebec Savings Bank
Maine
$35.3K +$5.09K +179 +16%
MEG
1706
Millstone Evans Group
Colorado
$34.9K +$36.3K +1,276 New
SRCM
1707
Signature Resources Capital Management
California
$34K – – –
HGERS
1708
Householder Group Estate & Retirement Specialist
Arizona
$33K -$9.25M -325,363 -100%
SSG
1709
Summit Securities Group
New York
$32.8K +$34.1K +1,200 New
HI
1710
Human Investing
Oregon
$32.5K +$33.9K +1,191 New
RCM
1711
Raleigh Capital Management
North Carolina
$32.1K – – –
MBFW
1712
Morton Brown Family Wealth
Pennsylvania
$31.5K – – –
OW
1713
Olistico Wealth
Oklahoma
$30.6K +$227 +8 +0.7%
IA
1714
IFS Advisors
Kansas
$29.4K -$1.68K -59 -5%
MHIP
1715
Mountain Hill Investment Partners
New Jersey
$28.6K +$29.8K +1,048 New
MFT
1716
Moisand Fitzgerald Tamayo
Florida
$28.4K +$7.08K +249 +31%
PPWM
1717
PFG Private Wealth Management
Florida
$28.1K – – –
RDFA
1718
Ritter Daniher Financial Advisory
Ohio
$26.6K – – –
HC
1719
Hoese & Co
Minnesota
$26.4K +$27.5K +966 New
CPBTD
1720
Central Pacific Bank - Trust Division
Hawaii
$24.8K – – –
OIA
1721
Optimum Investment Advisors
Illinois
$23.9K +$171 +6 +0.7%
FDCDDQ
1722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5K -$50.1K -1,764 -67%
FDW
1723
Fourth Dimension Wealth
Ohio
$22.9K +$23.8K +837 New
AIP
1724
Ameritas Investment Partners
Nebraska
$22.5K – – –
PFM
1725
Phillips Financial Management
Indiana
$22.2K -$33.3K -1,171 -59%
67 68
69
70 71