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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BerganKDV Wealth Management
Minnesota
$257K
EW
52
Element Wealth
Mississippi
$256K
BC
53
Burleson & Co
California
$247K +$307 +14 +0.1%
Creative Planning
54
Creative Planning
Kansas
$241K -$164K -7,490 -40%
TNB
55
Thomasville National Bank
Georgia
$234K
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$228K +$235K +10,726 New
MF
57
Manchester Financial
California
$228K -$226K -10,322 -49%
CAI
58
Capital Advisors Inc
Oklahoma
$217K +$1.23K +56 +0.6%
KIA
59
KCM Investment Advisors
California
$207K +$2.45K +112 +1%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$207K +$6.83K +312 +3%
MWM
61
Meridian Wealth Management
Kentucky
$205K +$175 +8 +0.1%
WPW
62
Warther Private Wealth
Ohio
$204K -$88 -4 -0%
Northern Trust
63
Northern Trust
Illinois
$203K
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$188K +$13.4K +614 +7%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$170K +$6.92K +316 +4%
PMFA
66
Plante Moran Financial Advisors
Michigan
$128K +$131K +6,000 New
Wells Fargo
67
Wells Fargo
California
$119K -$43.9K -2,002 -26%
RTL
68
Red Tortoise LLC
Georgia
$113K +$143K +6,508 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$95K -$613 -28 -0.6%
PK
70
Pflug Koory
Nebraska
$88K
ME
71
McIlrath & Eck
Washington
$80K
AF
72
Advisornet Financial
Minnesota
$64K +$175 +8 +0.3%
GKWIM
73
Gerber Kawasaki Wealth & Investment Management
California
$59K +$60.8K +2,776 New
FA
74
Financial Advantage
Maryland
$47K -$48.1K -2,198 -50%
Barclays
75
Barclays
United Kingdom
$39K +$7.89K +360 +24%