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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
101
RE Dickinson Investment Advisors
Iowa
$260K +$76.9K +2,700 +42%
OFG
102
Omega Financial Group
California
$249K -$62.5K -2,197 -20%
AI
103
Accredited Investors
Minnesota
$247K +$114 +4 +0%
BFG
104
Bouchey Financial Group
New York
$237K
IF
105
Ironwood Financial
Arizona
$237K +$238K +8,377 New
VPWA
106
Vestia Personal Wealth Advisors
Indiana
$233K -$2.76K -97 -1%
BF
107
Brucke Financial
Indiana
$231K +$226K +7,938 New
MMA
108
Miracle Mile Advisors
California
$231K +$769 +27 +0.3%
MA
109
MCF Advisors
Kentucky
$226K
TVM
110
True Vision MN
Minnesota
$226K
SFA
111
Sequoia Financial Advisors
Ohio
$219K +$220K +7,719 New
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$214K +$28K +982 +15%
AWM
113
Axxcess Wealth Management
California
$211K -$10.5K -370 -5%
MF
114
Manchester Financial
California
$211K
VVP
115
Venture Visionary Partners
Ohio
$207K -$8.97K -315 -4%
ST
116
Spinnaker Trust
Maine
$205K
TNB
117
Thomasville National Bank
Georgia
$201K -$5.12K -180 -2%
AWC
118
Adamsbrown Wealth Consultants
Kansas
$201K +$202K +7,095 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$199K +$455 +16 +0.2%
EW
120
Element Wealth
Mississippi
$199K
EWP
121
Elevation Wealth Partners
California
$189K
William Blair & Company
122
William Blair & Company
Illinois
$152K +$130K +4,576 +572%
TCM
123
TD Capital Management
Tennessee
$139K -$4.67K -164 -3%
RIL
124
Rothschild Investment LLC
Illinois
$138K
PK
125
Pflug Koory
Nebraska
$137K