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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$612K +$73.7K +3,062 +15%
RJA
52
Raymond James & Associates
Florida
$603K +$94K +3,902 +20%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$580K -$40K -1,660 -7%
JIC
54
Johnson Investment Counsel
Ohio
$576K +$36.8K +1,530 +7%
SAS
55
SMI Advisory Services
Indiana
$525K -$79K -3,282 -14%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$509K +$65.1K +2,704 +16%
CA
57
Crewe Advisors
Utah
$508K +$578 +24 +0.1%
SWA
58
Stratos Wealth Advisors
Ohio
$507K -$5.73K -238 -1%
LIM
59
Leavell Investment Management
Alabama
$504K -$2.17K -90 -0.5%
TRCT
60
Tower Research Capital (TRC)
New York
$494K +$461K +19,152 +5,291%
RDWM
61
Red Door Wealth Management
Tennessee
$494K -$62K -2,574 -12%
ML
62
McAdam LLC
Pennsylvania
$494K +$2.89K +120 +0.6%
SCM
63
SOL Capital Management
Maryland
$481K
Wells Fargo
64
Wells Fargo
California
$457K -$145K -6,012 -25%
BPA
65
Beacon Pointe Advisors
California
$454K +$431K +17,910 New
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$439K +$1.01K +42 +0.2%
PIA
67
Pinion Investment Advisors
Kansas
$406K +$1.25K +52 +0.3%
ABC
68
Associated Banc-Corp
Wisconsin
$401K
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$385K +$366K +15,208 New
WG
70
Welch Group
Alabama
$364K -$45.9K -1,908 -12%
CPIG
71
Chicago Partners Investment Group
Illinois
$361K +$4.58K +190 +1%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$360K -$4.86K -202 -1%
HWM
73
HB Wealth Management
Georgia
$355K
VV
74
Verity & Verity
South Carolina
$352K +$335K +13,900 New
OFG
75
Omega Financial Group
California
$345K -$21.2K -882 -6%