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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$436K -$4.36K -288 -1%
PFC
27
Phocas Financial Corp
California
$411K
SWA
28
Stratos Wealth Advisors
Ohio
$400K -$32K -2,114 -8%
ACA
29
Atlas Capital Advisors
Wyoming
$396K +$17.2K +1,138 +5%
SCM
30
SOL Capital Management
Maryland
$384K -$30.2K -2,000 -8%
ACA
31
Ackerman Capital Advisors
Texas
$374K
AIM
32
Aspen Investment Management
Michigan
$354K -$24.2K -1,600 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$349K -$2.23M -147,590 -87%
PIA
34
Pinion Investment Advisors
Kansas
$346K +$151 +10 +0%
Goldman Sachs
35
Goldman Sachs
New York
$340K +$326K +21,570 New
CWP
36
Capital Wealth Planning
Florida
$328K
LIM
37
Leavell Investment Management
Alabama
$324K +$57.2K +3,780 +23%
AAS
38
Avantax Advisory Services
Texas
$296K +$286K +18,940 New
TNB
39
Thomasville National Bank
Georgia
$220K
Bank of New York Mellon
40
Bank of New York Mellon
New York
$215K +$206K +13,604 New
PIP
41
Peachtree Investment Partners
Florida
$212K +$203K +13,404 New
MWM
42
Meridian Wealth Management
Kentucky
$201K +$193K +12,784 New
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$193K +$18.3K +1,208 +11%
Citigroup
44
Citigroup
New York
$106K +$101K +6,684 New
MDCM
45
Morgan Dempsey Capital Management
Wisconsin
$104K
UBS Group
46
UBS Group
Switzerland
$76K
PK
47
Pflug Koory
Nebraska
$65K
ME
48
McIlrath & Eck
Washington
$61K +$1.57K +104 +3%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$47K -$11.9K -788 -21%
BAMG
50
Brand Asset Management Group
Missouri
$31K