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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
76
Kaizen Financial Strategies
California
$755K +$43.7K +1,335 +6%
CFO
77
Cambient Family Office
Michigan
$751K +$11.3K +346 +1%
PCIA
78
Prime Capital Investment Advisors
Kansas
$731K -$48.4K -1,479 -6%
ONB
79
Old National Bancorp
Indiana
$723K
AA
80
Ancora Advisors
Ohio
$718K
AQR Capital Management
81
AQR Capital Management
Connecticut
$700K +$244K +7,443 +50%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$680K -$123K -3,768 -15%
Osaic Holdings
83
Osaic Holdings
Arizona
$680K -$9.01K -275 -1%
EH
84
Equitable Holdings
New York
$634K -$50.9K -1,554 -7%
LI
85
Lafayette Investments
Maryland
$610K +$637K +19,461 New
SAS
86
SMI Advisory Services
Indiana
$608K -$13.8K -421 -2%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$599K +$626K +19,122 New
GI
88
GAMMA Investing
California
$575K
HF
89
HRT Financial
New York
$574K +$601K +18,337 New
DLCIG
90
D.L. Carlson Investment Group
New Hampshire
$563K
CPIG
91
Chicago Partners Investment Group
Illinois
$559K +$40.5K +1,235 +8%
CA
92
Crewe Advisors
Utah
$558K +$9.79K +299 +2%
VT
93
Vise Technologies
New York
$520K
PIA
94
Pinion Investment Advisors
Kansas
$519K +$1.57K +48 +0.3%
Goldman Sachs
95
Goldman Sachs
New York
$509K +$532K +16,252 New
ACM
96
Alamar Capital Management
California
$504K +$950 +29 +0.2%
ABC
97
Associated Banc-Corp
Wisconsin
$496K
HWA
98
Heartwood Wealth Advisors
Virginia
$488K +$43.8K +1,336 +9%
BPA
99
Beacon Pointe Advisors
California
$487K +$8.84K +270 +2%
WA
100
Waverly Advisors
Alabama
$481K -$40.7K -1,242 -7%