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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1751
Tompkins Financial
New York
$12.9K -$68.2K -2,400 -84%
HNW
1752
High Note Wealth
Minnesota
$12.3K +$12.8K +450 New
BFO
1753
Biltmore Family Office
North Carolina
$12.3K – – –
MDA
1754
Minot DeBlois Advisors
Massachusetts
$12.2K +$12.7K +447 New
CAIM
1755
Catherine Avery Investment Management
Florida
$12.1K +$12.6K +444 New
HCM
1756
Hollencrest Capital Management
California
$11.6K – – –
SNB
1757
Security National Bank
Nebraska
$11.4K – – –
VWA
1758
VSM Wealth Advisory
Maryland
$11.3K +$11.8K +414 New
KA
1759
Kozak & Associates
Colorado
$10.5K -$47.1K -1,657 -81%
FMP
1760
Financial Management Professionals
Texas
$10.2K – – –
CAWM
1761
Capital A Wealth Management
Pennsylvania
$9.84K +$10.2K +360 New
EPW
1762
Endeavor Private Wealth
Kansas
$9.13K +$9.49K +334 New
PWM
1763
Parkworth Wealth Management
California
$8.88K +$7.82K +275 New
LB
1764
Legacy Bridge
Iowa
$8.2K – – –
NWMP
1765
Noble Wealth Management PBC
Colorado
$8.2K +$8.53K +300 New
SN
1766
Sittner & Nelson
Oregon
$7.38K +$3.58K +126 +88%
EWM
1767
EPG Wealth Management
Georgia
$7.12K -$50.4K -1,774 -87%
B
1768
Birchbrook
Maine
$6.65K – – –
CNBT
1769
Cornerstone National Bank & Trust
Illinois
$6.64K – – –
SAM
1770
Synergy Asset Management
Washington
$6.49K +$2.19K +77 New
LWA
1771
Lowe Wealth Advisors
Maryland
$6.15K – – –
GG
1772
Gleason Group
Kentucky
$5.96K +$6.2K +218 New
WPWM
1773
Western Pacific Wealth Management
Illinois
$5.75K +$28 +1 +0.5%
BHWM
1774
Beaird Harris Wealth Management
Texas
$5.26K +$28 +1 +0.5%
HWM
1775
HighMark Wealth Management
Minnesota
$5.15K +$85 +3 +2%
69 70
71
72 73