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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
1826
Global Wealth Strategies & Associates
Colorado
$45.4K +$1.55K +57 +4%
MBFW
1827
Morton Brown Family Wealth
Pennsylvania
$44.8K – – –
EPG
1828
Estate Planners Group
Pennsylvania
$44.4K +$44K +1,620 New
MPW
1829
MASECO Private Wealth
$43.9K +$43.5K +1,600 New
VWWMG
1830
Vermillion & White Wealth Management Group
Pennsylvania
$41.9K +$1.3K +48 +3%
HFS
1831
Hughes Financial Services
Virginia
$41.3K -$54.5K -2,005 -57%
FFA
1832
Frazier Financial Advisors
Ohio
$41.1K -$4.87K -179 -11%
OA
1833
Operose Advisors
Wisconsin
$41K – – –
T
1834
Transce3nd
Texas
$40.2K -$435 -16 -1%
HDIM
1835
Hanson & Doremus Investment Management
Vermont
$40K – – –
MIM
1836
MTM Investment Management
South Carolina
$39K – – –
ICCON
1837
Investment Counsel Company of Nevada
Nevada
$37.5K +$37.2K +1,368 New
TPBG
1838
Turning Point Benefit Group
Maryland
$35.9K +$27 +1 +0.1%
TCM
1839
Triumph Capital Management
Colorado
$35.7K +$35.4K +1,301 New
AA
1840
Addison Advisors
Vermont
$34.9K – – –
NFSG
1841
Newbridge Financial Services Group
Florida
$34.9K -$761 -28 -2%
SA
1842
Strategic Advocates
Utah
$33.5K -$358K -13,179 -92%
IA
1843
IFS Advisors
Kansas
$33.5K -$2.64K -97 -7%
CJ
1844
Caitlin John
Michigan
$33.4K +$6.74K +248 +26%
MLA
1845
MB, Levis & Associates
Pennsylvania
$31.1K +$299 +11 +1%
KFP
1846
Kerr Financial Planning
California
$31K -$8.16K -300 -23%
AF
1847
Alerus Financial
North Dakota
$30.9K -$3.63M -133,457 -99%
DWS
1848
Dynamic Wealth Strategies
California
$28.9K +$28.6K +1,052 New
FFO
1849
Fortitude Family Office
Arizona
$28.8K – – –
FMB
1850
Field & Main Bank
Kentucky
$28.8K +$28.6K +1,050 New
72 73
74
75 76