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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1751
VSM Wealth Advisory
Maryland
$11.6K +$109 +4 +0.9%
CIAS
1752
CBIZ Investment Advisory Services
Ohio
$11.5K +$55 +2 +0.5%
IWP
1753
IAG Wealth Partners
Wisconsin
$10.8K – – –
FG
1754
Fairman Group
Pennsylvania
$10.6K +$9.96K +365 +1,659%
NMG
1755
New Millennium Group
Utah
$9.62K +$5.57K +204 +138%
MSWM
1756
Mowery & Schoenfeld Wealth Management
Illinois
$9.38K – – –
PWAM
1757
Private Wealth Asset Management
Iowa
$9.26K -$118K -4,311 -93%
GWS
1758
Greykasell Wealth Strategies
California
$9.01K +$9K +330 New
LWA
1759
Lowe Wealth Advisors
Maryland
$8.9K – – –
LB
1760
Legacy Bridge
Iowa
$8.19K – – –
NWMP
1761
Noble Wealth Management PBC
Colorado
$8.19K +$8.19K +300 New
MAS
1762
MPWM Advisory Solutions
Georgia
$7.37K -$4.26K -156 -37%
MDA
1763
Minot DeBlois Advisors
Massachusetts
$6.83K -$5.37K -197 -44%
B
1764
Birchbrook
Maine
$6.77K +$55 +2 +0.8%
FMP
1765
Financial Management Professionals
Texas
$6.14K -$28.8K -1,057 -82%
WPWM
1766
Western Pacific Wealth Management
Illinois
$5.91K +$82 +3 +1%
CCMI
1767
Creative Capital Management Investments
California
$5.49K +$5.48K +201 New
BHWM
1768
Beaird Harris Wealth Management
Texas
$5.41K -$409K -14,998 -99%
TFM
1769
TFC Financial Management
Massachusetts
$4.94K +$4.94K +181 New
CNBTD
1770
Citizens National Bank Trust Department
Mississippi
$4.91K – – –
GCM
1771
Gables Capital Management
Florida
$4.75K – – –
KWM
1772
Kiker Wealth Management
Georgia
$4.5K +$4.5K +165 New
AFWM
1773
Abich Financial Wealth Management
Virginia
$4.34K +$4.34K +159 New
RWA
1774
Redmont Wealth Advisors
Illinois
$4.26K +$27 +1 +0.6%
KA
1775
Kozak & Associates
Colorado
$4.21K -$26.7K -979 -86%
69 70
71
72 73