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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1751
Biltmore Family Office
North Carolina
$12.3K – – –
MDA
1752
Minot DeBlois Advisors
Massachusetts
$12.2K +$12.7K +447 New
CAIM
1753
Catherine Avery Investment Management
Florida
$12.1K +$12.6K +444 New
HCM
1754
Hollencrest Capital Management
California
$11.6K – – –
SNB
1755
Security National Bank
Nebraska
$11.4K – – –
VWA
1756
VSM Wealth Advisory
Maryland
$11.3K +$11.8K +414 New
KA
1757
Kozak & Associates
Colorado
$10.5K -$47.1K -1,657 -81%
FMP
1758
Financial Management Professionals
Texas
$10.2K – – –
CAWM
1759
Capital A Wealth Management
Pennsylvania
$9.84K +$10.2K +360 New
EPW
1760
Endeavor Private Wealth
Kansas
$9.13K +$9.49K +334 New
PWM
1761
Parkworth Wealth Management
California
$8.88K +$7.82K +275 New
LB
1762
Legacy Bridge
Iowa
$8.2K – – –
NWMP
1763
Noble Wealth Management PBC
Colorado
$8.2K +$8.53K +300 New
SN
1764
Sittner & Nelson
Oregon
$7.38K +$3.58K +126 +88%
EWM
1765
EPG Wealth Management
Georgia
$7.12K -$50.4K -1,774 -87%
B
1766
Birchbrook
Maine
$6.65K – – –
CNBT
1767
Cornerstone National Bank & Trust
Illinois
$6.64K – – –
SAM
1768
Synergy Asset Management
Washington
$6.49K +$2.19K +77 New
LWA
1769
Lowe Wealth Advisors
Maryland
$6.15K – – –
GG
1770
Gleason Group
Kentucky
$5.96K +$6.2K +218 New
WPWM
1771
Western Pacific Wealth Management
Illinois
$5.75K +$28 +1 +0.5%
BHWM
1772
Beaird Harris Wealth Management
Texas
$5.26K +$28 +1 +0.5%
HWM
1773
HighMark Wealth Management
Minnesota
$5.15K +$85 +3 +2%
CNBTD
1774
Citizens National Bank Trust Department
Mississippi
$4.92K – – –
GCM
1775
Gables Capital Management
Florida
$4.75K – – –
69 70
71
72 73