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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$428K -$31.8K -1,466 -7%
OFG
52
Omega Financial Group
California
$422K +$1.08K +50 +0.3%
AWM
53
Aries Wealth Management
Maine
$422K +$416K +19,162 New
RDWM
54
Red Door Wealth Management
Tennessee
$408K +$403K +18,566 New
WA
55
WESPAC Advisors
California
$390K +$385K +17,730 New
PCMC
56
Private Capital Management (Colorado)
Colorado
$374K +$166K +7,654 +82%
LWM
57
Laidlaw Wealth Management
New York
$364K -$27K -1,242 -7%
WG
58
Welch Group
Alabama
$363K -$57.3K -2,640 -14%
BSW
59
Buckingham Strategic Wealth
Missouri
$349K
ABC
60
Associated Banc-Corp
Wisconsin
$349K +$344K +15,838 New
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$347K -$1.13K -52 -0.3%
ACM
62
Advance Capital Management
Michigan
$342K -$27.2K -1,254 -7%
PIA
63
Pinion Investment Advisors
Kansas
$342K +$955 +44 +0.3%
Truist Financial
64
Truist Financial
North Carolina
$335K +$330K +15,230 New
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$328K +$43 +2 +0%
HWM
66
HB Wealth Management
Georgia
$316K +$311K +14,350 New
IFA
67
Index Fund Advisors
California
$308K
RJFSA
68
Raymond James Financial Services Advisors
Florida
$295K +$99.2K +4,572 +52%
RJA
69
Raymond James & Associates
Florida
$294K
ACA
70
Atlas Capital Advisors
Wyoming
$290K -$31.4K -1,446 -10%
ACM
71
Alamar Capital Management
California
$288K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$288K +$91.8K +4,230 +48%
CAI
73
Capital Advisors Inc
Oklahoma
$278K +$54.3K +2,500 +25%
RC
74
RegentAtlantic Capital
New Jersey
$273K +$32.7K +1,506 +14%
BC
75
Burleson & Co
California
$272K +$16.5K +760 +7%