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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
1701
Summit Securities Group
New York
$42.4K +$41.8K +1,600 New
KHC
1702
Koesten Hirschmann & Crabtree
Kansas
$39.8K – – –
OA
1703
Operose Advisors
Wisconsin
$39.6K – – –
FFA
1704
Frazier Financial Advisors
Ohio
$39.5K +$7.83K +300 +25%
VNIM
1705
Vaughan Nelson Investment Management
Texas
$39.4K +$38.8K +1,485 New
KSB
1706
Kennebec Savings Bank
Maine
$39.2K +$339 +13 +0.9%
HDIM
1707
Hanson & Doremus Investment Management
Vermont
$39K – – –
MIM
1708
MTM Investment Management
South Carolina
$37.7K – – –
MEG
1709
Millstone Evans Group
Colorado
$37.1K +$3.24K +124 +10%
OIA
1710
Optimum Investment Advisors
Illinois
$36.7K +$157 +6 +0.4%
FMP
1711
Financial Management Professionals
Texas
$34K +$23.7K +907 +242%
NFSG
1712
Newbridge Financial Services Group
Florida
$33.8K -$6.16K -236 -16%
AA
1713
Addison Advisors
Vermont
$33.7K -$15.4K -590 -32%
IA
1714
IFS Advisors
Kansas
$33.5K +$4.91K +188 +17%
PP
1715
PrairieView Partners
Minnesota
$33K +$12.2K +467 +57%
SRCM
1716
Signature Resources Capital Management
California
$33K – – –
BI
1717
Binnacle Investments
Iowa
$32.3K – – –
PFM
1718
Phillips Financial Management
Indiana
$31.1K +$9.38K +359 +44%
KA
1719
Kozak & Associates
Colorado
$31K +$24.5K +938 +476%
MBFW
1720
Morton Brown Family Wealth
Pennsylvania
$30.7K – – –
AF
1721
Alerus Financial
North Dakota
$29.9K +$29.5K +1,128 New
PPA
1722
Painted Porch Advisors
California
$29K +$3.92K +150 +16%
TWD
1723
True Wealth Design
Ohio
$27.8K -$1.02K -39 -4%
TCM
1724
Tradewinds Capital Management
Washington
$26.4K +$4.33K +166 +20%
MG
1725
MilWealth Group
Wisconsin
$26.2K – – –
67 68
69
70 71