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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Clearstead Advisors
Ohio
$755K +$134K +4,707 +21%
Brown Advisory
52
Brown Advisory
Maryland
$736K
JIC
53
Johnson Investment Counsel
Ohio
$728K +$49.3K +1,732 +7%
AWS
54
Atria Wealth Solutions
New York
$666K +$370 +13 +0.1%
ONB
55
Old National Bancorp
Indiana
$653K
AA
56
Ancora Advisors
Ohio
$649K -$98.2K -3,450 -13%
KFS
57
Kaizen Financial Strategies
California
$634K -$90.7K -3,187 -12%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$587K +$46.1K +1,620 +8%
CA
59
Crewe Advisors
Utah
$569K +$683 +24 +0.1%
SAS
60
SMI Advisory Services
Indiana
$564K -$13K -457 -2%
RDWM
61
Red Door Wealth Management
Tennessee
$543K +$57 +2 +0%
Comerica Bank
62
Comerica Bank
Texas
$543K +$49.8K +1,750 +10%
SCM
63
SOL Capital Management
Maryland
$538K
GI
64
GAMMA Investing
California
$520K
SWA
65
Stratos Wealth Advisors
Ohio
$511K -$38.7K -1,358 -7%
ML
66
McAdam LLC
Pennsylvania
$506K -$19.3K -677 -4%
PCIA
67
Prime Capital Investment Advisors
Kansas
$506K -$138K -4,833 -21%
DLCIG
68
D.L. Carlson Investment Group
New Hampshire
$502K +$2.93K +103 +0.6%
VT
69
Vise Technologies
New York
$477K -$12.4K -434 -3%
PIA
70
Pinion Investment Advisors
Kansas
$462K +$1.45K +51 +0.3%
ACM
71
Alamar Capital Management
California
$451K +$911 +32 +0.2%
Wells Fargo
72
Wells Fargo
California
$450K -$31.6K -1,109 -7%
ABC
73
Associated Banc-Corp
Wisconsin
$448K
Fisher Asset Management
74
Fisher Asset Management
Washington
$434K +$436K +15,314 New
CPIG
75
Chicago Partners Investment Group
Illinois
$429K -$428K -15,027 -50%