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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
201
Parametric Portfolio Associates
Washington
$1.23M +$7.02K +399 +0.6%
WA
202
WBH Advisory
Maryland
$1.22M +$176K +9,987 +17%
CWS
203
Cypress Wealth Services
California
$1.22M -$126K -7,182 -9%
WFG
204
Wills Financial Group
Virginia
$1.21M +$72K +4,095 +6%
SWP
205
Stratos Wealth Partners
Ohio
$1.21M -$27.5K -1,566 -2%
BFPW
206
BOK Financial Private Wealth
Colorado
$1.19M -$25.6K -1,455 -2%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$1.19M +$50.8K +2,889 +5%
MIAN
208
Mariner Independent Advisor Network
Kansas
$1.19M -$3.32K -189 -0.3%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$1.14M -$5.7K -324 -0.5%
MA
210
MCF Advisors
Kentucky
$1.14M +$849K +48,282 +297%
SLA
211
Silver Lake Advisory
Utah
$1.13M +$41.8K +2,379 +4%
SWRP
212
Summit Wealth & Retirement Planning
California
$1.12M +$5.8K +330 +0.5%
HA
213
Harborview Advisors
Maine
$1.09M -$153K -8,709 -12%
RWM
214
RKL Wealth Management
Pennsylvania
$1.08M -$366K -20,796 -25%
PCG
215
Private Capital Group
Connecticut
$1.07M +$170K +9,690 +18%
LCM
216
Liberty Capital Management
Michigan
$1.06M
H
217
HoyleCohen
California
$1.06M +$61.1K +3,474 +6%
AWMG
218
Alliance Wealth Management Group
New Jersey
$1.05M -$6.38K -363 -0.6%
TCM
219
Towercrest Capital Management
Pennsylvania
$1.05M -$6.38K -363 -0.6%
BBPWM
220
Blue Bell Private Wealth Management
Pennsylvania
$1.05M +$92.4K +5,253 +10%
GCA
221
Genesee Capital Advisors
New York
$1.04M -$586K -33,297 -36%
Goldman Sachs
222
Goldman Sachs
New York
$1.02M -$22.1M -1,258,017 -96%
GIA
223
GHP Investment Advisors
Colorado
$1.02M -$41.7K -2,370 -4%
WCG
224
Weaver Consulting Group
California
$1.01M
SMM
225
Stadion Money Management
Georgia
$1M +$996K +56,646 New