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Schwab US Dividend Equity ETF
SCHD

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1226
Paladin Advisory Group
Iowa
$628K -$50.9K -1,872 -8%
EPI
1227
Eddie Patel Inc
Illinois
$628K +$623K +22,906 New
FC
1228
Fulcrum Capital
Washington
$628K – – –
KFAS
1229
Keating Financial Advisory Services
Kansas
$627K +$621K +22,849 New
AP
1230
Appleton Partners
Massachusetts
$626K -$15.6K -575 -2%
MWA
1231
Meridian Wealth Advisors
Texas
$626K +$154K +5,655 +33%
BCMLT
1232
Beacon Capital Management LLC (Tennessee)
Tennessee
$626K +$12.6K +462 +2%
MCP
1233
Mirador Capital Partners
California
$626K +$88.3K +3,246 +17%
AWA
1234
Arete Wealth Advisors
Illinois
$625K +$39.3K +1,445 +7%
DWA
1235
Delap Wealth Advisory
Oregon
$625K +$6.04K +222 +1%
PMSA
1236
Patrick M. Sweeney & Associates
Illinois
$624K +$57.5K +2,113 +10%
LWM
1237
Lyell Wealth Management
California
$623K -$16.3K -600 -3%
KCFA
1238
Key Client Fiduciary Advisors
New Jersey
$620K +$615K +22,611 New
CWM
1239
Calamos Wealth Management
Illinois
$619K +$63.4K +2,332 +12%
AFO
1240
Allie Family Office
Florida
$616K -$565K -20,792 -48%
CP
1241
Capital Planning
Washington
$614K +$140K +5,148 +30%
BWP
1242
Balboa Wealth Partners
Arizona
$614K +$60.3K +2,218 +11%
RAS
1243
RPS Advisory Solutions
Kentucky
$612K -$359K -13,212 -37%
BCG
1244
Breakwater Capital Group
New Jersey
$612K -$1.2K -44 -0.2%
AFW
1245
Avantra Family Wealth
Pennsylvania
$610K +$2.39K +88 +0.4%
WJWM
1246
Williams Jones Wealth Management
New York
$608K -$38.1K -1,400 -6%
FSA
1247
Fort Sheridan Advisors
Illinois
$606K -$174K -6,412 -22%
SWA
1248
SOA Wealth Advisors
New York
$605K -$19.9K -733 -3%
FW
1249
Fairway Wealth
Ohio
$602K – – –
MWP
1250
Meriwether Wealth & Planning
Louisiana
$601K -$96.6K -3,552 -14%
48 49
50
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