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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KSB
1701
Kennebec Savings Bank
Maine
$39.2K +$339 +13 +0.9%
HDIM
1702
Hanson & Doremus Investment Management
Vermont
$39K – – –
MIM
1703
MTM Investment Management
South Carolina
$37.7K – – –
MEG
1704
Millstone Evans Group
Colorado
$37.1K +$3.24K +124 +10%
OIA
1705
Optimum Investment Advisors
Illinois
$36.7K +$157 +6 +0.4%
FMP
1706
Financial Management Professionals
Texas
$34K +$23.7K +907 +242%
NFSG
1707
Newbridge Financial Services Group
Florida
$33.8K -$6.16K -236 -16%
AA
1708
Addison Advisors
Vermont
$33.7K -$15.4K -590 -32%
IA
1709
IFS Advisors
Kansas
$33.5K +$4.91K +188 +17%
PP
1710
PrairieView Partners
Minnesota
$33K +$12.2K +467 +57%
SRCM
1711
Signature Resources Capital Management
California
$33K – – –
BI
1712
Binnacle Investments
Iowa
$32.3K – – –
PFM
1713
Phillips Financial Management
Indiana
$31.1K +$9.38K +359 +44%
KA
1714
Kozak & Associates
Colorado
$31K +$24.5K +938 +476%
MBFW
1715
Morton Brown Family Wealth
Pennsylvania
$30.7K – – –
AF
1716
Alerus Financial
North Dakota
$29.9K +$29.5K +1,128 New
PPA
1717
Painted Porch Advisors
California
$29K +$3.92K +150 +16%
TWD
1718
True Wealth Design
Ohio
$27.8K -$1.02K -39 -4%
TCM
1719
Tradewinds Capital Management
Washington
$26.4K +$4.33K +166 +20%
MG
1720
MilWealth Group
Wisconsin
$26.2K – – –
RDFA
1721
Ritter Daniher Financial Advisory
Ohio
$25.8K – – –
OWA
1722
Opal Wealth Advisors
New York
$25.6K +$235 +9 +0.9%
AIA
1723
Aventus Investment Advisors
Florida
$25.4K +$25.1K +960 New
NWM
1724
Nova Wealth Management
Florida
$23.1K – – –
CCM
1725
Chilton Capital Management
Texas
$22.5K +$22.2K +850 New
67 68
69
70 71