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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
KHC
1701
Koesten Hirschmann & Crabtree
Kansas
$41K – – –
TWD
1702
True Wealth Design
Ohio
$41K +$12.3K +450 +43%
IBOK
1703
Independence Bank of Kentucky
Kentucky
$41K +$40.9K +1,500 New
OA
1704
Operose Advisors
Wisconsin
$40.8K – – –
VWWMG
1705
Vermillion & White Wealth Management Group
Pennsylvania
$40.3K -$42K -1,540 -51%
HDIM
1706
Hanson & Doremus Investment Management
Vermont
$40K – – –
SRCM
1707
Signature Resources Capital Management
California
$38.8K +$4.86K +178 +14%
MIM
1708
MTM Investment Management
South Carolina
$38.8K – – –
OIA
1709
Optimum Investment Advisors
Illinois
$38K +$136 +5 +0.4%
TPBG
1710
Turning Point Benefit Group
Maryland
$36K +$35.6K +1,306 New
IA
1711
IFS Advisors
Kansas
$36K +$1.39K +51 +4%
T
1712
Transce3nd
Texas
$35.9K -$2.96M -108,355 -99%
RFA
1713
Reyes Financial Architecture
California
$35.5K +$33.7K +1,237 +1,903%
KFP
1714
Kerr Financial Planning
California
$35.5K +$35.5K +1,300 New
NFSG
1715
Newbridge Financial Services Group
Florida
$35.5K +$655 +24 +2%
AA
1716
Addison Advisors
Vermont
$34.8K – – –
TC
1717
Truvestments Capital
Florida
$34.1K +$22K +807 +182%
BI
1718
Binnacle Investments
Iowa
$33.3K – – –
CB
1719
Centennial Bank
Arkansas
$33.1K -$241K -8,841 -88%
MLA
1720
MB, Levis & Associates
Pennsylvania
$30.6K -$87.7K -3,214 -74%
PPA
1721
Painted Porch Advisors
California
$29.9K – – –
FFO
1722
Fortitude Family Office
Arizona
$28.7K -$70K -2,565 -71%
MG
1723
MilWealth Group
Wisconsin
$27K – – –
RDFA
1724
Ritter Daniher Financial Advisory
Ohio
$26.6K – – –
BFO
1725
Biltmore Family Office
North Carolina
$26.6K +$14.3K +524 +116%
67 68
69
70 71