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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$366K -$5.05K -200 -1%
Comerica Bank
77
Comerica Bank
Texas
$365K +$147K +5,832 +72%
VV
78
Verity & Verity
South Carolina
$364K
USCWA
79
U.S. Capital Wealth Advisors
Texas
$356K
FFN
80
Focus Financial Network
Minnesota
$356K +$60.3K +2,388 +22%
OFG
81
Omega Financial Group
California
$355K -$1.57K -62 -0.5%
Osaic Holdings
82
Osaic Holdings
Arizona
$351K +$11.6K +460 +4%
ACI
83
Alpha Cubed Investments
California
$349K +$337K +13,322 New
Corient Private Wealth
84
Corient Private Wealth
Florida
$312K -$51 -2 -0%
AF
85
Allworth Financial
California
$311K +$12.6K +500 +4%
OIA
86
OneDigital Investment Advisors
Kansas
$308K
Mercer Global Advisors
87
Mercer Global Advisors
Colorado
$284K +$1.26K +50 +0.5%
CA
88
Clearstead Advisors
Ohio
$279K +$16.2K +640 +6%
JP Morgan Chase
89
JP Morgan Chase
New York
$277K +$7.73K +306 +3%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$277K -$43.2K -1,712 -14%
PIP
91
Peachtree Investment Partners
Florida
$272K -$3.69K -146 -1%
EWM
92
Empirical Wealth Management
Washington
$265K +$11.6K +458 +5%
KIA
93
KCM Investment Advisors
California
$254K
AWAG
94
ARS Wealth Advisors Group
Florida
$241K +$233K +9,220 New
CPA
95
Cardiff Park Advisors
California
$232K
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$221K -$31.7K -1,256 -13%
TNB
97
Thomasville National Bank
Georgia
$221K
VPWA
98
Vestia Personal Wealth Advisors
Indiana
$220K +$212K +8,396 New
BFG
99
Bouchey Financial Group
New York
$219K
HighTower Advisors
100
HighTower Advisors
Illinois
$213K +$207K +8,204 New