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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
126
Focus Partners Advisor Solutions
Missouri
$385K +$35 +1 +0%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$373K -$91.6K -2,623 -20%
PPWM
128
Premier Private Wealth Management
Florida
$373K -$54K -1,546 -13%
AWAG
129
ARS Wealth Advisors Group
Florida
$365K +$908 +26 +0.3%
MWM
130
Meridian Wealth Management
Kentucky
$351K +$838 +24 +0.2%
KIA
131
KCM Investment Advisors
California
$350K
KAS
132
Kestra Advisory Services
Texas
$350K +$35 +1 +0%
RDWM
133
Red Door Wealth Management
Tennessee
$343K -$349 -10 -0.1%
PFS
134
Professional Financial Solutions
Virginia
$335K
UBS Group
135
UBS Group
Switzerland
$333K +$153K +4,376 +90%
RW
136
RVW Wealth
California
$330K
KJWM
137
Kiley Juergens Wealth Management
Washington
$329K +$1.33K +38 +0.4%
OFG
138
Omega Financial Group
California
$322K +$664 +19 +0.2%
VCAM
139
Van Cleef Asset Management
Ohio
$321K -$5.1K -146 -2%
MMA
140
Miracle Mile Advisors
California
$320K
AWM
141
Axxcess Wealth Management
California
$319K -$6.11K -175 -2%
AI
142
Accredited Investors
Minnesota
$316K +$140 +4 +0%
IF
143
Ironwood Financial
Arizona
$309K -$7.16K -205 -2%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$307K -$135K -3,873 -31%
RA
145
RFG Advisory
Alabama
$303K -$11.3K -324 -4%
KWA
146
Kingswood Wealth Advisors
California
$303K -$23.5K -672 -7%
BF
147
Brucke Financial
Indiana
$302K -$19.5K -559 -6%
BFG
148
Bouchey Financial Group
New York
$302K
SCP
149
Stevens Capital Partners
Nebraska
$299K -$157K -4,496 -35%
SFA
150
Sequoia Financial Advisors
Ohio
$299K -$69.8K -1,999 -19%