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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Atlas Capital Advisors
Wyoming
$383K -$65K -3,984 -15%
MF
27
Manchester Financial
California
$377K -$19.7K -1,206 -5%
OFG
28
Omega Financial Group
California
$369K -$213K -13,028 -37%
Bank of America
29
Bank of America
North Carolina
$348K -$542K -33,174 -61%
LPL Financial
30
LPL Financial
California
$344K -$26K -1,594 -7%
HB
31
Homrich & Berg
Georgia
$291K -$49K -3,000 -15%
Morgan Stanley
32
Morgan Stanley
New York
$271K +$42.2K +2,586 +19%
PIA
33
Pinion Investment Advisors
Kansas
$230K
TNB
34
Thomasville National Bank
Georgia
$230K
Jane Street
35
Jane Street
New York
$226K -$2.56M -157,032 -92%
BC
36
Burleson & Co
California
$219K +$392 +24 +0.2%
BWM
37
BerganKDV Wealth Management
Minnesota
$199K
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$192K -$6.86K -420 -3%
PIP
39
Peachtree Investment Partners
Florida
$155K +$359 +22 +0.2%
PCIA
40
Prime Capital Investment Advisors
Kansas
$151K
PFWA
41
Paces Ferry Wealth Advisors
Georgia
$138K +$136K +8,358 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$135K +$20.3K +1,246 +18%
Wells Fargo
43
Wells Fargo
California
$129K +$16.3K +998 +15%
KCM
44
Kathmere Capital Management
Pennsylvania
$105K -$453K -27,778 -81%
Deutsche Bank
45
Deutsche Bank
Germany
$96K +$75.7K +4,640 +388%
Osaic Holdings
46
Osaic Holdings
Arizona
$68K -$30.2K -1,852 -31%
PK
47
Pflug Koory
Nebraska
$68K
ME
48
McIlrath & Eck
Washington
$62K -$1.24K -76 -2%
VFA
49
Valeo Financial Advisors
Indiana
$48K +$47.6K +2,916 New
BAMG
50
Brand Asset Management Group
Missouri
$36K