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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLWP
251
Next Level Wealth Planning
Idaho
$11.8M +$556K +20,443 +5%
WIA
252
World Investment Advisors
California
$11.8M +$2.4M +88,313 +26%
SPW
253
Surience Private Wealth
Washington
$11.8M +$11.7M +428,701 New
XF
254
XML Financial
Maryland
$11.6M +$60.9K +2,241 +0.5%
BEI
255
Benjamin Edwards Inc
Missouri
$11.6M +$629K +23,121 +6%
NFG
256
Nations Financial Group
Iowa
$11.5M -$189K -6,962 -2%
FCM
257
Family Capital Management
Michigan
$11.5M -$947K -34,834 -8%
BCI
258
Brinker Capital Investments
Pennsylvania
$11.5M +$6.13M +225,439 +117%
SEIA
259
Signature Estate & Investment Advisors
California
$11.4M -$525K -19,306 -4%
AWM
260
Avior Wealth Management
Nebraska
$11.3M -$251K -9,218 -2%
SAI
261
Savvy Advisors Inc
New York
$11.3M +$2.81M +103,193 +34%
BGAI
262
Bruce G. Allen Investments
Colorado
$11.2M +$3.01M +110,671 +37%
CIA
263
Concurrent Investment Advisors
Florida
$11.2M -$872K -32,082 -7%
BWA
264
BlueChip Wealth Advisors
Georgia
$11.2M +$392K +14,401 +4%
AWA
265
Acorn Wealth Advisors
Michigan
$11.1M -$700K -25,740 -6%
CWA
266
Canvas Wealth Advisors
Kansas
$11.1M -$141K -5,169 -1%
AI
267
Atria Investments
North Carolina
$11M +$199K +7,325 +2%
CST
268
Charles Schwab Trust
Nevada
$10.8M -$275K -10,113 -3%
AssetMark Inc
269
AssetMark Inc
California
$10.7M +$292K +10,755 +3%
SFA
270
Sequoia Financial Advisors
Ohio
$10.7M -$479K -17,632 -4%
MFG
271
Midwest Financial Group
Kansas
$10.7M -$3.62M -133,129 -25%
PF
272
Prosperitas Financial
California
$10.6M +$613K +22,553 +6%
ICM
273
Islay Capital Management
Texas
$10.6M -$464K -17,053 -4%
JWS
274
Juncture Wealth Strategies
Arizona
$10.6M +$582K +21,415 +6%
KFGG
275
Keystone Financial Group (Georgia)
Georgia
$10.6M +$731K +26,903 +8%