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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
1751
First Pacific Financial
Washington
$16.5K – – –
WAG
1752
Windsor Advisory Group
Ohio
$15.9K – – –
TVWM
1753
Tower View Wealth Management
Wisconsin
$15.2K +$15.1K +542 New
PCM
1754
Perritt Capital Management
Illinois
$14.8K +$112 +4 +0.8%
CAWM
1755
Capital A Wealth Management
Pennsylvania
$14.3K +$4.26K +153 +43%
TF
1756
Tompkins Financial
New York
$13.3K – – –
HNW
1757
High Note Wealth
Minnesota
$12.6K – – –
BFO
1758
Biltmore Family Office
North Carolina
$12.6K – – –
MDA
1759
Minot DeBlois Advisors
Massachusetts
$12.5K – – –
TC
1760
Truvestments Capital
Florida
$12.3K -$106K -3,790 -90%
HCM
1761
Hollencrest Capital Management
California
$11.9K – – –
VWA
1762
VSM Wealth Advisory
Maryland
$11.7K +$84 +3 +0.7%
CIAS
1763
CBIZ Investment Advisory Services
Ohio
$11.6K +$11.6K +416 New
FMP
1764
Financial Management Professionals
Texas
$10.5K – – –
MSWM
1765
Mowery & Schoenfeld Wealth Management
Illinois
$9.39K +$9.37K +336 New
LWA
1766
Lowe Wealth Advisors
Maryland
$9.12K +$2.81K +101 +45%
LB
1767
Legacy Bridge
Iowa
$8.39K – – –
NWMP
1768
Noble Wealth Management PBC
Colorado
$8.39K – – –
PWM
1769
Parkworth Wealth Management
California
$8.26K +$530 +19 +7%
SN
1770
Sittner & Nelson
Oregon
$7.55K – – –
B
1771
Birchbrook
Maine
$6.84K +$56 +2 +0.8%
CNBT
1772
Cornerstone National Bank & Trust
Illinois
$6.79K – – –
WPWM
1773
Western Pacific Wealth Management
Illinois
$5.94K +$28 +1 +0.5%
BHWM
1774
Beaird Harris Wealth Management
Texas
$5.43K +$28 +1 +0.5%
KA
1775
Kozak & Associates
Colorado
$5.04K -$5.18K -186 -49%
69 70
71
72 73