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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Column Capital Advisors
Indiana
$11K – – –
AFS
77
Annapolis Financial Services
Maryland
$9K – – –
NFSG
78
Newbridge Financial Services Group
Florida
$8K – – –
PO
79
Private Ocean
California
$8K – – –
JWA
80
JFS Wealth Advisors
Pennsylvania
$8K +$7.61K +394 New
SIS
81
Sound Income Strategies
Florida
$4.81K +$4.71K +244 New
HI
82
Harbour Investments
Wisconsin
$3K +$2.74K +142 New
APA
83
American Portfolios Advisors
New York
$2.98K +$2.93K +152 New
WWMSC
84
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
CCM
85
Cribstone Capital Management
Maine
$1K – – –
LWM
86
Laidlaw Wealth Management
New York
– -$336K -17,968 Closed
HB
87
Homrich & Berg
Georgia
– -$329K -17,622 Closed
Bank of New York Mellon
88
Bank of New York Mellon
New York
– -$219K -11,736 Closed
FNT
89
First National Trust
Pennsylvania
– -$215K -11,490 Closed
TNB
90
Thomasville National Bank
Georgia
– -$205K -11,000 Closed
KCM
91
Kathmere Capital Management
Pennsylvania
– -$94K -5,020 Closed
IA
92
Inspire Advisors
Idaho
– -$67K -3,590 Closed
BC
93
Barnett & Company
Tennessee
– -$59K -3,200 Closed
OIM
94
Oder Investment Management
California
– -$20K -1,076 Closed
ASN
95
Advisory Services Network
Georgia
– -$9K -500 Closed
FCH
96
Freestone Capital Holdings
Washington
– -$3.81K -204 Closed
SIAG
97
Safeguard Investment Advisory Group
California
– -$3K -202 Closed
CL
98
COWA LLC
Oklahoma
– -$2K -100 Closed