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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Johnson Investment Counsel
Ohio
$417K +$395K +19,502 New
OFG
52
Omega Financial Group
California
$410K +$1.29K +64 +0.3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$404K -$5.54K -274 -1%
CA
54
Crewe Advisors
Utah
$398K +$20.2K +1,000 +6%
Morgan Stanley
55
Morgan Stanley
New York
$396K +$11K +542 +3%
VT
56
Vise Technologies
New York
$391K -$116K -5,736 -24%
SWA
57
Stratos Wealth Advisors
Ohio
$389K +$971 +48 +0.3%
TRCT
58
Tower Research Capital (TRC)
New York
$356K -$935K -46,192 -74%
WG
59
Welch Group
Alabama
$348K
PIA
60
Pinion Investment Advisors
Kansas
$339K +$1.21K +60 +0.4%
ABC
61
Associated Banc-Corp
Wisconsin
$339K
ACM
62
Alamar Capital Management
California
$337K +$688 +34 +0.2%
USCWA
63
U.S. Capital Wealth Advisors
Texas
$329K -$180K -8,916 -37%
Osaic Holdings
64
Osaic Holdings
Arizona
$325K +$2.39K +118 +0.8%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$319K
CPIG
66
Chicago Partners Investment Group
Illinois
$318K +$324 +16 +0.1%
HWM
67
HB Wealth Management
Georgia
$300K -$1.46K -72 -0.5%
LWM
68
Laidlaw Wealth Management
New York
$284K -$65.2K -3,222 -20%
Northern Trust
69
Northern Trust
Illinois
$265K
AF
70
Allworth Financial
California
$258K +$12.1K +596 +5%
BWM
71
BerganKDV Wealth Management
Minnesota
$258K
EWM
72
Empirical Wealth Management
Washington
$257K +$243K +12,030 New
Corient Private Wealth
73
Corient Private Wealth
Florida
$254K +$283 +14 +0.1%
OIA
74
OneDigital Investment Advisors
Kansas
$252K -$41.7K -2,060 -15%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$246K -$73.8K -3,648 -24%