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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAS
76
SMI Advisory Services
Indiana
$592K +$55 +2 +0%
Osaic Holdings
77
Osaic Holdings
Arizona
$584K +$184K +6,668 +52%
SCM
78
SOL Capital Management
Maryland
$567K
GI
79
GAMMA Investing
California
$548K
VT
80
Vise Technologies
New York
$539K +$498K +18,068 New
DLCIG
81
D.L. Carlson Investment Group
New Hampshire
$532K +$1.41K +51 +0.3%
SWA
82
Stratos Wealth Advisors
Ohio
$512K -$21.3K -774 -4%
JP Morgan Chase
83
JP Morgan Chase
New York
$510K +$159K +5,766 +51%
KFS
84
Kaizen Financial Strategies
California
$494K
PIA
85
Pinion Investment Advisors
Kansas
$489K -$450K -16,316 -50%
ACM
86
Alamar Capital Management
California
$477K +$799 +29 +0.2%
ABC
87
Associated Banc-Corp
Wisconsin
$472K
HL
88
HeadInvest LLC
Maine
$471K
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$470K +$434K +15,751 New
BPA
90
Beacon Pointe Advisors
California
$464K +$13.6K +495 +3%
CPIG
91
Chicago Partners Investment Group
Illinois
$461K -$165 -6 -0%
WG
92
Welch Group
Alabama
$429K
AF
93
Allworth Financial
California
$418K -$1.79K -65 -0.5%
HWM
94
HB Wealth Management
Georgia
$412K -$5.79K -210 -1%
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$410K -$5.57K -202 -1%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$406K
BJL
97
Brighton Jones LLC
Washington
$406K +$375K +13,617 New
VV
98
Verity & Verity
South Carolina
$402K
LIM
99
Leavell Investment Management
Alabama
$401K -$1.38K -50 -0.4%
PCIA
100
Prime Capital Investment Advisors
Kansas
$393K -$1.73M -62,899 -83%