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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
276
Walled Lake Planning & Wealth Management
Illinois
$11.5M +$152K +5,568 +1%
IFG
277
Independent Financial Group
California
$11.5M +$580K +21,273 +5%
LFAS
278
Level Four Advisory Services
Texas
$11.5M +$24.1M +882,813 +263%
VNA
279
Valley National Advisers
Pennsylvania
$11.5M +$842K +30,900 +8%
CNWM
280
Clay Northam Wealth Management
California
$11.4M +$26.8K +984 +0.2%
BEAM
281
Baker Ellis Asset Management
Washington
$11.4M -$294K -10,800 -3%
MGIA
282
Moneta Group Investment Advisors
Missouri
$11.3M +$23.5M +861,714 +250%
OC
283
Oppenheimer & Co
New York
$11.3M +$1.2M +44,232 +12%
BW
284
Bison Wealth
Georgia
$11.2M +$4.46M +163,665 +70%
GB
285
Goepper Burkhardt
South Carolina
$11.1M +$522K +19,152 +5%
CFMC
286
Curbstone Financial Management Corp
New Hampshire
$11M +$454K +16,650 +4%
FPAS
287
Focus Partners Advisor Solutions
Missouri
$11M +$481K +17,649 +5%
BCM
288
Brookstone Capital Management
Illinois
$11M +$1.84M +67,680 +21%
MFG
289
Midwest Financial Group
Kansas
$10.9M +$228K +8,361 +2%
Prudential Financial
290
Prudential Financial
New Jersey
$10.8M -$682K -25,044 -6%
SOS
291
Silver Oak Securities
Tennessee
$10.8M +$3.29M +120,624 +45%
Fidelity Investments
292
Fidelity Investments
Massachusetts
$10.8M +$2.95M +108,345 +39%
BAG
293
Bridgewealth Advisory Group
California
$10.7M +$1.07M +39,327 +12%
CWA
294
Canvas Wealth Advisors
Kansas
$10.7M -$178K -6,522 -2%
PAI
295
Pittenger & Anderson Inc
Nebraska
$10.7M -$697K -25,599 -6%
DFA
296
DHJJ Financial Advisors
Illinois
$10.6M +$214K +7,845 +2%
FFWA
297
FRG Family Wealth Advisors
Washington
$10.6M -$384K -14,100 -4%
WAG
298
Winthrop Advisory Group
Massachusetts
$10.6M -$53.3K -1,956 -0.5%
HBW
299
Hazlett, Burt & Watson
West Virginia
$10.6M +$90.4K +3,318 +0.9%
AWM
300
Avior Wealth Management
Nebraska
$10.5M +$85.7K +3,147 +0.8%