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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kathmere Capital Management
Pennsylvania
$428K +$511K +34,174 New
CB
27
Commerce Bank
Missouri
$409K +$488K +32,648 New
AAS
28
Avantax Advisory Services
Texas
$392K +$185K +12,334 +65%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$377K +$450K +30,078 New
GAM
30
Garrison Asset Management
Arkansas
$376K
FAAS
31
First Allied Advisory Services
California
$363K +$433K +28,950 New
ACA
32
Atlas Capital Advisors
Wyoming
$334K +$23.4K +1,566 +6%
MF
33
Manchester Financial
California
$320K -$55.6K -3,714 -13%
SCM
34
SOL Capital Management
Maryland
$305K
SWA
35
Stratos Wealth Advisors
Ohio
$298K -$22.6K -1,512 -6%
LPL Financial
36
LPL Financial
California
$271K -$486K -32,480 -60%
LIM
37
Leavell Investment Management
Alabama
$251K -$8.23K -550 -3%
LWAC
38
Laurel Wealth Advisors (California)
California
$247K +$296K +19,758 New
PFC
39
Phocas Financial Corp
California
$246K
TRCT
40
Tower Research Capital (TRC)
New York
$234K -$263K -17,598 -48%
CWP
41
Capital Wealth Planning
Florida
$225K -$42.4K -2,832 -14%
TNB
42
Thomasville National Bank
Georgia
$203K
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$153K -$120 -8 -0.1%
FWP
44
FAS Wealth Partners
Kansas
$136K +$134K +8,930 +463%
PIP
45
Peachtree Investment Partners
Florida
$117K -$60.6K -4,048 -30%
MDCM
46
Morgan Dempsey Capital Management
Wisconsin
$82K
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$82K +$103K +6,860 New
UBS Group
48
UBS Group
Switzerland
$60K
PK
49
Pflug Koory
Nebraska
$52K
ME
50
McIlrath & Eck
Washington
$48K