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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$1.12M +$78.7K +3,628 +8%
5L
27
55I LLC
Massachusetts
$1.08M -$124K -5,698 -10%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.04M +$397K +18,288 +88%
CAAM
29
Cornerstone Advisors Asset Management
Pennsylvania
$1.03M +$1.01M +46,748 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$865K -$1.29M -59,402 -60%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$844K +$394K +18,142 +90%
ZF
32
Zhang Financial
Michigan
$826K +$814K +37,502 New
Jane Street
33
Jane Street
New York
$783K -$259K -11,952 -25%
AWC
34
Adamsbrown Wealth Consultants
Kansas
$731K -$53.6K -2,470 -7%
VWA
35
Visionary Wealth Advisors
Illinois
$720K +$14.7K +676 +2%
EFG
36
Everhart Financial Group
Ohio
$679K
BPA
37
Beacon Pointe Advisors
California
$670K +$661K +30,446 New
EAM
38
Evanson Asset Management
California
$661K +$130 +6 +0%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$588K +$43 +2 +0%
AC
40
Avant Capital
Louisiana
$576K +$955 +44 +0.2%
AWS
41
Atria Wealth Solutions
New York
$528K +$521K +24,000 New
CA
42
Cetera Advisors
Colorado
$522K -$166K -7,656 -24%
SCM
43
SOL Capital Management
Maryland
$522K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$520K -$839K -38,640 -62%
LPL Financial
45
LPL Financial
California
$509K +$41.3K +1,904 +9%
PCIA
46
Prime Capital Investment Advisors
Kansas
$507K
Morgan Stanley
47
Morgan Stanley
New York
$492K -$220K -10,148 -31%
Creative Planning
48
Creative Planning
Kansas
$462K +$26.6K +1,224 +6%
CA
49
Crewe Advisors
Utah
$450K +$1.43K +66 +0.3%
FFN
50
Focus Financial Network
Minnesota
$434K +$427K +19,692 New