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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
76
Kaizen Financial Strategies
California
$446K -$165K -5,821 -26%
ACM
77
Alamar Capital Management
California
$430K +$852 +30 +0.2%
ABC
78
Associated Banc-Corp
Wisconsin
$426K
HL
79
HeadInvest LLC
Maine
$425K +$449K +15,794 New
CPIG
80
Chicago Partners Investment Group
Illinois
$408K +$398 +14 +0.1%
EGM
81
Engineers Gate Manager
New York
$408K +$430K +15,140 New
BPA
82
Beacon Pointe Advisors
California
$406K +$284 +10 +0.1%
Corient Private Wealth
83
Corient Private Wealth
Florida
$394K +$66.5K +2,341 +19%
WG
84
Welch Group
Alabama
$385K
HWM
85
HB Wealth Management
Georgia
$377K
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$376K
AF
87
Allworth Financial
California
$371K +$22.4K +790 +6%
USCWA
88
U.S. Capital Wealth Advisors
Texas
$367K
VV
89
Verity & Verity
South Carolina
$363K
LIM
90
Leavell Investment Management
Alabama
$363K -$6.96K -245 -2%
RA
91
RFG Advisory
Alabama
$352K +$372K +13,086 New
ML
92
McAdam LLC
Pennsylvania
$348K -$141K -4,966 -28%
Osaic Holdings
93
Osaic Holdings
Arizona
$347K -$34.3K -1,209 -9%
WA
94
Waverly Advisors
Alabama
$317K +$334K +11,775 New
OIA
95
OneDigital Investment Advisors
Kansas
$317K +$11.4K +400 +4%
JP Morgan Chase
96
JP Morgan Chase
New York
$305K +$2.64K +93 +0.8%
YIA
97
YHB Investment Advisors
Connecticut
$296K -$103K -3,632 -25%
EWM
98
Empirical Wealth Management
Washington
$281K
PIP
99
Peachtree Investment Partners
Florida
$278K +$852 +30 +0.3%
AWAG
100
ARS Wealth Advisors Group
Florida
$269K +$880 +31 +0.3%