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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SOL Capital Management
Maryland
$380K
PFC
27
Phocas Financial Corp
California
$362K
CWP
28
Capital Wealth Planning
Florida
$323K +$317K +22,346 New
AWM
29
AE Wealth Management
Kansas
$276K -$436K -30,716 -62%
Financial Engines Advisors
30
Financial Engines Advisors
California
$237K +$233K +16,434 New
TNB
31
Thomasville National Bank
Georgia
$201K +$198K +13,954 New
Bank of America
32
Bank of America
North Carolina
$199K +$196K +13,812 New
MWM
33
Meridian Wealth Management
Kentucky
$192K +$189K +13,290 New
WC
34
Westwind Capital
New Mexico
$181K +$178K +12,526 New
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$163K -$28 -2 -0%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$130K +$81.3K +5,732 +176%
UBS Group
37
UBS Group
Switzerland
$107K +$36.9K +2,604 +54%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$99K +$79K +5,570 +454%
MDCM
39
Morgan Dempsey Capital Management
Wisconsin
$95K
ACA
40
Atlas Capital Advisors
Wyoming
$89.3K +$87.7K +6,184 New
BAMG
41
Brand Asset Management Group
Missouri
$27K
AF
42
Advisornet Financial
Minnesota
$22K
BC
43
Barnett & Company
Tennessee
$21K
JWA
44
JFS Wealth Advisors
Pennsylvania
$21K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$17K
VFA
46
Valeo Financial Advisors
Indiana
$11K
EFSCE
47
Enterprise Financial Services Corp (EFSC)
Missouri
$10K
AG
48
Advisor Group
Arizona
$10K +$10.2K +722 New
US Bancorp
49
US Bancorp
Minnesota
$9K +$9.28K +654 New
ASN
50
Advisory Services Network
Georgia
$7K