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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Centurion Wealth Management
Virginia
$553K +$553K +20,260 New
CWM
1202
Calamos Wealth Management
Illinois
$552K -$15.7K -574 -3%
CT
1203
Colonial Trust
South Carolina
$552K +$49.9K +1,830 +10%
BWP
1204
Balboa Wealth Partners
Arizona
$550K -$573 -21 -0.1%
KFA
1205
Kelleher Financial Advisors
New York
$547K -$13.2K -482 -2%
TP
1206
Tranquility Partners
Tennessee
$544K -$12.3K -451 -2%
BAAM
1207
Baker Avenue Asset Management
California
$537K – – –
CSI
1208
Cross Staff Investments
New York
$536K – – –
MCP
1209
Mirador Capital Partners
California
$534K -$29.5K -1,080 -5%
OWP
1210
Obermeyer Wealth Partners
Colorado
$534K – – –
IWM
1211
Iams Wealth Management
Nebraska
$534K +$533K +19,554 New
FCP
1212
Fidelis Capital Partners
Florida
$532K +$21.3K +779 +4%
EGM
1213
Engineers Gate Manager
New York
$531K +$530K +19,436 New
SIC
1214
Sigma Investment Counselors
Michigan
$530K -$77.6K -2,846 -13%
MWP
1215
Madison Wealth Partners
Wisconsin
$528K -$193K -7,060 -27%
PK
1216
Pflug Koory
Nebraska
$526K +$48.5K +1,777 +10%
SHA
1217
Seneca House Advisors
Virginia
$525K +$1.06K +39 +0.2%
CP
1218
Creekside Partners
California
$525K -$11.5K -420 -2%
CPA
1219
Cardiff Park Advisors
California
$522K +$3.38K +124 +0.7%
CCP
1220
Clarkston Capital Partners
Michigan
$520K -$17.3K -633 -3%
NAS
1221
Nicolet Advisory Services
Wisconsin
$516K +$5.57K +204 +1%
FSBI
1222
Fearless Solutions (Best Invest)
Texas
$515K -$10.2K -375 -2%
BAG
1223
Bridgewealth Advisory Group
California
$514K -$57.4K -2,104 -10%
BW
1224
Basepoint Wealth
Iowa
$511K -$11.2K -409 -2%
FB
1225
Fulton Bank
Pennsylvania
$508K +$508K +18,624 New
47 48
49
50 51