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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
151
Waller Financial Planning Group
Ohio
$22.8M +$1.11M +36,631 +5%
TPCW
152
TD Private Client Wealth
New York
$22.7M -$125K -4,123 -0.6%
MOS
153
MGO One Seven
Ohio
$22.5M +$1.51M +49,685 +7%
OIA
154
OneDigital Investment Advisors
Kansas
$22.2M +$1.12M +36,766 +5%
ASN
155
Advisory Services Network
Georgia
$22.2M +$1.91M +62,830 +10%
EFG
156
Everest Financial Group
Minnesota
$22.1M -$4.25M -140,073 -16%
EWA
157
Exencial Wealth Advisors
Oklahoma
$22M -$1.19M -39,236 -5%
WAP
158
Wealthcare Advisory Partners
Pennsylvania
$22M -$4.05M -133,591 -16%
MWM
159
Modern Wealth Management
Kansas
$21.9M +$10.4M +342,643 +91%
CRC
160
Curi RMB Capital
Illinois
$21.8M -$467K -15,393 -2%
IA
161
IFP Advisors
Florida
$21.3M -$2.63M -86,796 -11%
AWM
162
Axxcess Wealth Management
California
$21.2M +$862K +28,415 +4%
SEP
163
Southland Equity Partners
Missouri
$21.2M -$78.8K -2,597 -0.4%
WLIM
164
White Lighthouse Investment Management
Massachusetts
$21M +$15.1M +497,075 +265%
VVP
165
Venture Visionary Partners
Ohio
$21M -$231K -7,600 -1%
PAG
166
Powers Advisory Group
Illinois
$21M +$1.31M +43,125 +7%
Goldman Sachs
167
Goldman Sachs
New York
$21M +$4.58M +151,132 +28%
WFS
168
Weitzel Financial Services
Iowa
$21M +$787K +25,930 +4%
GLLW
169
Graves Light Lenhart Wealth
Virginia
$20.7M +$5.55K +183 +0%
LWM
170
LongView Wealth Management
Georgia
$20.4M -$3.72M -122,474 -16%
AAS
171
Asset Allocation Strategies
Michigan
$20.3M -$302K -9,957 -1%
PCG
172
Prosperity Consulting Group
Maryland
$20M -$1.84M -60,561 -9%
Capital Fund Management (CFM)
173
Capital Fund Management (CFM)
France
$19.9M +$8.03M +264,800 +69%
DC
174
Davenport & Co
Virginia
$19.9M +$638K +21,025 +3%
ET
175
Equitable Trust
Tennessee
$19.9M -$1.46M -48,212 -7%