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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
51
McAdam LLC
Pennsylvania
$413K +$4.94K +230 +1%
LIM
52
Leavell Investment Management
Alabama
$413K -$105K -4,910 -20%
CA
53
Crewe Advisors
Utah
$407K +$24.2K +1,126 +6%
AWM
54
Axxcess Wealth Management
California
$398K -$17.6K -820 -4%
SCM
55
SOL Capital Management
Maryland
$392K -$103K -4,790 -20%
Morgan Stanley
56
Morgan Stanley
New York
$379K -$4K -186 -1%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$377K -$13.4K -622 -3%
SWA
58
Stratos Wealth Advisors
Ohio
$376K +$1.03K +48 +0.3%
VT
59
Vise Technologies
New York
$371K -$6.01K -280 -2%
OFG
60
Omega Financial Group
California
$368K -$28.7K -1,334 -7%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$366K +$381K +17,746 New
Osaic Holdings
62
Osaic Holdings
Arizona
$344K +$31.8K +1,480 +10%
FFN
63
Focus Financial Network
Minnesota
$344K -$273K -12,708 -43%
Goldman Sachs
64
Goldman Sachs
New York
$338K +$351K +16,356 New
WG
65
Welch Group
Alabama
$336K
PIA
66
Pinion Investment Advisors
Kansas
$328K +$1.25K +58 +0.4%
ABC
67
Associated Banc-Corp
Wisconsin
$327K
ACM
68
Alamar Capital Management
California
$326K +$773 +36 +0.2%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$305K -$3.01K -140 -0.9%
CPIG
70
Chicago Partners Investment Group
Illinois
$296K -$86 -4 -0%
HWM
71
HB Wealth Management
Georgia
$289K
USCWA
72
U.S. Capital Wealth Advisors
Texas
$281K -$38.2K -1,778 -12%
EWM
73
Empirical Wealth Management
Washington
$276K +$28.4K +1,322 +11%
RJA
74
Raymond James & Associates
Florida
$267K +$54.9K +2,558 +25%
AF
75
Allworth Financial
California
$261K +$12.4K +578 +5%