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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1751
Capital A Wealth Management
Pennsylvania
$14.3K +$4.26K +153 +43%
TF
1752
Tompkins Financial
New York
$13.3K – – –
HNW
1753
High Note Wealth
Minnesota
$12.6K – – –
BFO
1754
Biltmore Family Office
North Carolina
$12.6K – – –
MDA
1755
Minot DeBlois Advisors
Massachusetts
$12.5K – – –
TC
1756
Truvestments Capital
Florida
$12.3K -$106K -3,790 -90%
HCM
1757
Hollencrest Capital Management
California
$11.9K – – –
VWA
1758
VSM Wealth Advisory
Maryland
$11.7K +$84 +3 +0.7%
CIAS
1759
CBIZ Investment Advisory Services
Ohio
$11.6K +$11.6K +416 New
FMP
1760
Financial Management Professionals
Texas
$10.5K – – –
MSWM
1761
Mowery & Schoenfeld Wealth Management
Illinois
$9.39K +$9.37K +336 New
LWA
1762
Lowe Wealth Advisors
Maryland
$9.12K +$2.81K +101 +45%
LB
1763
Legacy Bridge
Iowa
$8.39K – – –
NWMP
1764
Noble Wealth Management PBC
Colorado
$8.39K – – –
PWM
1765
Parkworth Wealth Management
California
$8.26K +$530 +19 +7%
SN
1766
Sittner & Nelson
Oregon
$7.55K – – –
B
1767
Birchbrook
Maine
$6.84K +$56 +2 +0.8%
CNBT
1768
Cornerstone National Bank & Trust
Illinois
$6.79K – – –
WPWM
1769
Western Pacific Wealth Management
Illinois
$5.94K +$28 +1 +0.5%
BHWM
1770
Beaird Harris Wealth Management
Texas
$5.43K +$28 +1 +0.5%
KA
1771
Kozak & Associates
Colorado
$5.04K -$5.18K -186 -49%
CNBTD
1772
Citizens National Bank Trust Department
Mississippi
$5.03K – – –
GCM
1773
Gables Capital Management
Florida
$4.87K – – –
RWA
1774
Redmont Wealth Advisors
Illinois
$4.28K +$4.26K +153 New
SNB
1775
Security National Bank
Nebraska
$4.25K -$7.39K -265 -64%
69 70
71
72 73