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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