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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SOL Capital Management
Maryland
$455K
SWA
27
Stratos Wealth Advisors
Ohio
$418K -$99.7K -5,658 -20%
MF
28
Manchester Financial
California
$411K -$15K -854 -4%
ACA
29
Atlas Capital Advisors
Wyoming
$404K -$29K -1,646 -7%
OFG
30
Omega Financial Group
California
$384K -$32.1K -1,824 -8%
LPL Financial
31
LPL Financial
California
$365K -$23.6K -1,340 -6%
Osaic Holdings
32
Osaic Holdings
Arizona
$339K +$242K +13,732 +331%
LWM
33
Laidlaw Wealth Management
New York
$336K +$316K +17,968 New
HB
34
Homrich & Berg
Georgia
$329K
BSW
35
Buckingham Strategic Wealth
Missouri
$297K +$279K +15,860 New
PIA
36
Pinion Investment Advisors
Kansas
$286K +$2.57K +146 +1%
Morgan Stanley
37
Morgan Stanley
New York
$242K -$60.2K -3,418 -21%
CPIG
38
Chicago Partners Investment Group
Illinois
$226K +$207K +11,776 New
BC
39
Burleson & Co
California
$225K -$11K -626 -5%
BWM
40
BerganKDV Wealth Management
Minnesota
$225K
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$220K +$3.17K +180 +2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$219K +$207K +11,736 New
FNT
43
First National Trust
Pennsylvania
$215K +$202K +11,490 New
TNB
44
Thomasville National Bank
Georgia
$205K -$52K -2,954 -21%
ZIC
45
ZWJ Investment Counsel
Georgia
$204K +$192K +10,902 New
PIP
46
Peachtree Investment Partners
Florida
$176K +$669 +38 +0.4%
PCIA
47
Prime Capital Investment Advisors
Kansas
$155K -$15.3K -870 -9%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$153K +$564 +32 +0.4%
Wells Fargo
49
Wells Fargo
California
$127K -$17.6K -998 -13%
Deutsche Bank
50
Deutsche Bank
Germany
$109K