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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
51
Red Tortoise LLC
Georgia
$1.12M +$960 +31 +0.1%
MFG
52
Merit Financial Group
Georgia
$1.09M -$1.61K -52 -0.2%
CA
53
Clearstead Advisors
Ohio
$1.09M +$17.5K +564 +2%
CA
54
Claro Advisors
Massachusetts
$1.09M +$1.05M +33,795 New
EAM
55
Evanson Asset Management
California
$1.01M +$340 +11 +0%
ML
56
McAdam LLC
Pennsylvania
$998K -$340 -11 -0%
GAM
57
Gemmer Asset Management
California
$989K +$57.5K +1,858 +6%
OFG
58
Opulen Financial Group
Virginia
$976K +$2.6K +84 +0.3%
EWP
59
Elevation Wealth Partners
California
$972K -$15.3K -495 -2%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$970K -$224K -7,226 -19%
SA
61
Sanctuary Advisors
Indiana
$968K +$340 +11 +0%
JIC
62
Johnson Investment Counsel
Ohio
$953K +$1.39K +45 +0.2%
AC
63
Avant Capital
Louisiana
$942K +$73.7K +2,381 +9%
HighTower Advisors
64
HighTower Advisors
Illinois
$931K +$103K +3,313 +13%
Stifel Financial
65
Stifel Financial
Missouri
$926K +$106K +3,422 +13%
VWA
66
Visionary Wealth Advisors
Illinois
$884K -$17.6K -570 -2%
SWM
67
SigFig Wealth Management
California
$841K +$3.44K +111 +0.4%
Brown Advisory
68
Brown Advisory
Maryland
$835K
PCIA
69
Prime Capital Investment Advisors
Kansas
$797K +$360K +11,640 +88%
Jane Street
70
Jane Street
New York
$772K +$744K +24,029 New
ONB
71
Old National Bancorp
Indiana
$741K
AA
72
Ancora Advisors
Ohio
$736K
AF
73
Allworth Financial
California
$717K +$257K +8,310 +59%
TRCT
74
Tower Research Capital (TRC)
New York
$708K +$682K +22,041 +146,940%
CFO
75
Collective Family Office
Pennsylvania
$694K -$31.9K -1,029 -5%