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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
51
Everhart Financial Group
Ohio
$823K
JIC
52
Johnson Investment Counsel
Ohio
$810K +$124K +4,368 +17%
VWA
53
Visionary Wealth Advisors
Illinois
$764K -$16.2K -570 -2%
AC
54
Avant Capital
Louisiana
$756K +$8.18K +288 +1%
CFO
55
Collective Family Office
Pennsylvania
$741K -$145K -5,114 -16%
BSCCG
56
Blue Sky Capital Consultants Group
California
$704K -$1.1M -38,652 -60%
Brown Advisory
57
Brown Advisory
Maryland
$700K
DWM
58
Destination Wealth Management
California
$648K +$683K +24,065 New
Goldman Sachs
59
Goldman Sachs
New York
$629K +$663K +23,347 New
HighTower Advisors
60
HighTower Advisors
Illinois
$628K +$364K +12,813 +122%
AWS
61
Atria Wealth Solutions
New York
$626K -$8.15K -287 -1%
ONB
62
Old National Bancorp
Indiana
$621K
AA
63
Ancora Advisors
Ohio
$617K
FFA
64
Farther Finance Advisors
California
$615K +$646K +22,755 New
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$591K +$34K +1,197 +6%
OFG
66
Opulen Financial Group
Virginia
$569K +$601K +21,145 New
CA
67
Crewe Advisors
Utah
$542K +$653 +23 +0.1%
Comerica Bank
68
Comerica Bank
Texas
$513K -$3.89K -137 -0.7%
SCM
69
SOL Capital Management
Maryland
$511K
SWM
70
SigFig Wealth Management
California
$496K +$526K +18,526 New
GI
71
GAMMA Investing
California
$494K
GAM
72
Gemmer Asset Management
California
$491K +$518K +18,248 New
SWA
73
Stratos Wealth Advisors
Ohio
$483K -$3.32K -117 -0.6%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$479K +$1.53K +54 +0.3%
SAS
75
SMI Advisory Services
Indiana
$477K -$11.8K -416 -2%