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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTP
226
Platform Technology Partners
New York
$2.92M +$1.36M +67,032 +96%
22CM
227
20/20 Capital Management
California
$2.91M +$2.73M +134,664 New
PAMG
228
Patton Albertson Miller Group
Tennessee
$2.91M -$323K -15,939 -11%
SWM
229
SeaCrest Wealth Management
New York
$2.81M +$41.3K +2,037 +2%
PFO
230
Pathstone Family Office
New Jersey
$2.81M +$899K +44,343 +51%
SWM
231
Stockman Wealth Management
Montana
$2.79M -$144K -7,125 -5%
NWS
232
Newport Wealth Strategies
California
$2.74M
ML
233
McAdam LLC
Pennsylvania
$2.71M +$214K +10,569 +9%
JWBC
234
John W. Brooker & Co
California
$2.69M +$387K +19,107 +18%
APA
235
American Portfolios Advisors
New York
$2.68M -$1.64M -80,862 -39%
GPFA
236
Game Plan Financial Advisors
Ohio
$2.67M +$50.1K +2,472 +2%
SAF
237
Smith Anglin Financial
Texas
$2.67M +$2.53M +124,791 New
BWM
238
BerganKDV Wealth Management
Minnesota
$2.63M -$226K -11,121 -8%
Stifel Financial
239
Stifel Financial
Missouri
$2.6M +$940K +46,362 +62%
TA
240
TrueWealth Advisors
Alabama
$2.58M +$2.38M +117,138 New
BMCM
241
Burns Matteson Capital Management
New York
$2.57M +$2.44M +120,342 New
AUB
242
Atlantic Union Bankshares
Virginia
$2.56M +$759K +37,422 +45%
ASN
243
Advisory Services Network
Georgia
$2.56M +$355K +17,508 +17%
PPA
244
Parametric Portfolio Associates
Washington
$2.52M +$703K +34,653 +42%
ECML
245
Eagle Capital Management (Louisiana)
Louisiana
$2.5M +$1.76K +87 +0.1%
PIMG
246
Patriot Investment Management Group
Tennessee
$2.48M -$3.18M -156,765 -58%
SSI
247
Scott & Selber Inc
Texas
$2.47M +$72.5K +3,573 +3%
PWSG
248
Pacific Wealth Strategies Group
California
$2.47M -$31.9K -1,572 -1%
SFWA
249
Summit Financial Wealth Advisors
Louisiana
$2.47M +$36.5K +1,800 +1%
NF
250
Nikulski Financial
Iowa
$2.45M -$30.7K -1,512 -1%