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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
2076
Winch Advisory Services
Wisconsin
$12.8K +$2.6K +82 +144%
NL
2077
NorthAvenue LLC
Ohio
$12.7K – – –
VFM
2078
Vision Financial Markets
Connecticut
$11.9K +$1.59K +50 +15%
TF
2079
Tompkins Financial
New York
$11.2K -$3.84K -121 -26%
MSWM
2080
Mowery & Schoenfeld Wealth Management
Illinois
$10.9K – – –
GWS
2081
Greykasell Wealth Strategies
California
$10.7K +$95 +3 +0.9%
WCM
2082
Westend Capital Management
California
$10.6K +$10.6K +333 New
CFM
2083
Cornerstone Financial Management
Massachusetts
$10.5K – – –
WBC
2084
West Branch Capital
Massachusetts
$10.3K +$5.2K +164 +101%
DWM
2085
Darwin Wealth Management
Florida
$9.59K +$9.58K +302 New
LB
2086
Legacy Bridge
Iowa
$9.51K – – –
NWMP
2087
Noble Wealth Management PBC
Colorado
$9.51K – – –
HI
2088
Hoey Investments
Pennsylvania
$9.31K +$9.29K +293 New
JWM
2089
JPL Wealth Management
Colorado
$9.23K – – –
SGFG
2090
Silver Grove Financial Group
New York
$8.43K +$8.44K +266 New
MDA
2091
Minot DeBlois Advisors
Massachusetts
$7.93K – – –
FMP
2092
Financial Management Professionals
Texas
$7.13K – – –
WPWM
2093
Western Pacific Wealth Management
Illinois
$7.05K +$32 +1 +0.5%
OCM
2094
Osbon Capital Management
Massachusetts
$6.75K – – –
CCMI
2095
Creative Capital Management Investments
California
$6.37K – – –
SSG
2096
Summit Securities Group
New York
$6.34K +$6.34K +200 New
CYG
2097
Clean Yield Group
Vermont
$5.87K +$5.87K +185 New
CNBTD
2098
Citizens National Bank Trust Department
Mississippi
$5.71K – – –
GCM
2099
Gables Capital Management
Florida
$5.52K – – –
KA
2100
Kozak & Associates
Colorado
$4.94K – – –
82 83
84
85 86