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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Principia Wealth Advisory
Texas
$3.55M +$3.52M +108,220 New
Lido Advisors
27
Lido Advisors
California
$3.49M +$132K +4,052 +4%
WFAG
28
Wescott Financial Advisory Group
Pennsylvania
$2.97M +$2.95M +90,623 New
Morgan Stanley
29
Morgan Stanley
New York
$2.81M +$149K +4,590 +6%
OCM
30
Orser Capital Management
Texas
$2.73M -$3.25K -100 -0.1%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$2.69M +$1.04K +32 +0%
ACA
32
Aptus Capital Advisors
Alabama
$2.62M +$155K +4,770 +6%
GWANC
33
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.62M +$155K +4,770 +6%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$2.58M +$40.6K +1,248 +2%
CWA
35
Crusonia Wealth Advisors
Colorado
$2.57M +$2.55M +78,464 New
FL
36
FreeGulliver LLC
Louisiana
$2.53M +$2.51M +77,041 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.52M +$92.3K +2,836 +4%
MML Investors Services
38
MML Investors Services
Massachusetts
$2.3M -$20.3K -623 -0.9%
BNMT
39
Bawa N Mallick Trust
New York
$2.29M
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$2M +$33 +1 +0%
Renaissance Technologies
41
Renaissance Technologies
New York
$1.67M -$1.98M -60,800 -54%
WC
42
Wolfstich Capital
Massachusetts
$1.58M +$3.53M +108,453 New
CWWM
43
Curry Webb Wealth Management
Indiana
$1.53M +$1.52M +46,736 New
SHFA
44
Sherrill & Hutchins Financial Advisory
Georgia
$1.51M +$4.85K +149 +0.3%
RA
45
RFG Advisory
Alabama
$1.51M -$524K -16,094 -26%
RCM
46
Richardson Capital Management
Wisconsin
$1.51M -$876K -26,909 -37%
Raymond James Financial
47
Raymond James Financial
Florida
$1.49M -$30.9K -951 -2%
BIG
48
Brookwood Investment Group
Arizona
$1.39M -$16.5K -508 -1%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$82.9K -2,549 -6%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.33M -$677K -20,797 -34%