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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Axxcess Wealth Management
California
$699K -$135K -6,986 -16%
LIM
27
Leavell Investment Management
Alabama
$679K -$27.6K -1,430 -4%
VWA
28
Visionary Wealth Advisors
Illinois
$615K +$1.43K +74 +0.2%
LPL Financial
29
LPL Financial
California
$611K +$1.12K +58 +0.2%
EFG
30
Everhart Financial Group
Ohio
$610K
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$602K +$64.5K +3,340 +12%
EAM
32
Evanson Asset Management
California
$600K +$155 +8 +0%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$564K +$21.4K +1,110 +4%
IA
34
IFP Advisors
Florida
$564K +$202K +10,476 +33%
FFN
35
Focus Financial Network
Minnesota
$558K +$99.5K +5,150 +22%
CCA
36
Column Capital Advisors
Indiana
$532K +$479K +24,792 +1,185%
AA
37
Ancora Advisors
Ohio
$521K
AC
38
Avant Capital
Louisiana
$506K -$7.19K -372 -1%
PIP
39
Peachtree Investment Partners
Florida
$505K +$292K +15,096 +145%
SCM
40
SOL Capital Management
Maryland
$490K
CA
41
Cetera Advisors
Colorado
$487K +$17.8K +920 +4%
USCWA
42
U.S. Capital Wealth Advisors
Texas
$481K -$859K -44,444 -65%
VT
43
Vise Technologies
New York
$475K +$220K +11,408 +91%
SAS
44
SMI Advisory Services
Indiana
$427K
AWS
45
Atria Wealth Solutions
New York
$422K
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$397K +$1.47K +76 +0.4%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$379K +$71.2K +3,686 +24%
OFG
48
Omega Financial Group
California
$378K +$1.27K +66 +0.3%
RDWM
49
Red Door Wealth Management
Tennessee
$375K -$2.52M -130,498 -87%
SWA
50
Stratos Wealth Advisors
Ohio
$358K -$95.4K -4,938 -21%