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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$654K +$312K +11,718 +98%
AWS
52
Atria Wealth Solutions
New York
$650K -$25.9K -972 -4%
RJA
53
Raymond James & Associates
Florida
$639K +$12.2K +460 +2%
ONB
54
Old National Bancorp
Indiana
$638K +$614K +23,064 New
PCIA
55
Prime Capital Investment Advisors
Kansas
$628K -$52.5K -1,974 -8%
CA
56
Clearstead Advisors
Ohio
$607K +$301K +11,308 +106%
SAS
57
SMI Advisory Services
Indiana
$566K -$17.7K -666 -3%
CA
58
Crewe Advisors
Utah
$555K +$1.22K +46 +0.2%
SWA
59
Stratos Wealth Advisors
Ohio
$537K +$14K +526 +3%
RDWM
60
Red Door Wealth Management
Tennessee
$531K -$3.83K -144 -0.7%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$529K +$32.5K +1,222 +7%
SCM
62
SOL Capital Management
Maryland
$525K
ML
63
McAdam LLC
Pennsylvania
$513K -$14.3K -536 -3%
GI
64
GAMMA Investing
California
$508K
DLCIG
65
D.L. Carlson Investment Group
New Hampshire
$488K +$470K +17,642 New
Comerica Bank
66
Comerica Bank
Texas
$482K +$92.9K +3,490 +25%
VT
67
Vise Technologies
New York
$477K +$73.5K +2,760 +19%
Wells Fargo
68
Wells Fargo
California
$470K +$29.5K +1,110 +7%
PIA
69
Pinion Investment Advisors
Kansas
$450K +$6.55K +246 +2%
ACM
70
Alamar Capital Management
California
$440K +$1.6K +60 +0.4%
ABC
71
Associated Banc-Corp
Wisconsin
$438K
CPIG
72
Chicago Partners Investment Group
Illinois
$419K +$400K +15,034 +100%
BPA
73
Beacon Pointe Advisors
California
$416K +$532 +20 +0.1%
WG
74
Welch Group
Alabama
$398K
HWM
75
HB Wealth Management
Georgia
$387K