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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
76
KCM Investment Advisors
California
$226K
MWM
77
Meridian Wealth Management
Kentucky
$225K +$771 +34 +0.4%
Northern Trust
78
Northern Trust
Illinois
$222K
WPW
79
Warther Private Wealth
Ohio
$221K -$363 -16 -0.2%
PCMC
80
Private Capital Management (Colorado)
Colorado
$217K +$211K +9,314 New
OC
81
Oppenheimer & Co
New York
$213K +$207K +9,138 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$206K +$680 +30 +0.3%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$206K +$201K +8,842 New
CPA
84
Cardiff Park Advisors
California
$202K +$196K +8,656 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$191K +$4.54K +200 +3%
Wells Fargo
86
Wells Fargo
California
$150K +$19.1K +842 +15%
UBS Group
87
UBS Group
Switzerland
$146K +$142K +6,250 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$104K -$45 -2 -0%
IWP
89
IAG Wealth Partners
Wisconsin
$97K +$94.3K +4,158 New
PK
90
Pflug Koory
Nebraska
$96K
ME
91
McIlrath & Eck
Washington
$87K -$635 -28 -0.7%
AF
92
Advisornet Financial
Minnesota
$71K +$272 +12 +0.4%
FA
93
Financial Advantage
Maryland
$51K
GAM
94
Gemmer Asset Management
California
$45K +$39.5K +1,740 +870%
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K
CCA
96
Column Capital Advisors
Indiana
$30K
GIA
97
Goodwin Investment Advisory
Georgia
$24K
NG
98
NWK Group
California
$23K
PA
99
Parallel Advisors
California
$23K +$22.4K +986 New
OFG
100
Oxford Financial Group
Indiana
$23K +$22.9K +1,008 New