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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Axxcess Wealth Management
California
$201K – – –
MF
127
Manchester Financial
California
$201K – – –
William Blair & Company
128
William Blair & Company
Illinois
$183K +$40.8K +1,436 +27%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$183K -$6.47K -228 -3%
EWP
130
Elevation Wealth Partners
California
$179K – – –
TCM
131
TD Capital Management
Tennessee
$132K +$426 +15 +0.3%
RIL
132
Rothschild Investment LLC
Illinois
$131K – – –
PK
133
Pflug Koory
Nebraska
$130K – – –
CPA
134
Cardiff Park Advisors
California
$120K – – –
AAP
135
Arax Advisory Partners
Colorado
$113K +$119K +4,187 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$107K +$113K +3,972 New
HI
137
Harbour Investments
Wisconsin
$102K +$63.8K +2,248 +146%
IA
138
IFP Advisors
Florida
$101K – – –
ME
139
McIlrath & Eck
Washington
$101K – – –
HHGA
140
Halbert Hargrove Global Advisors
California
$94.5K – – –
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$88.3K +$86.6K +3,048 +467%
BCWM
142
Bartlett & Co Wealth Management
Ohio
$87.9K +$284 +10 +0.3%
AC
143
AlphaCore Capital
California
$86K +$90.8K +3,196 New
AT
144
Arlington Trust
Alabama
$83.5K +$88K +3,100 New
MWA
145
Medallion Wealth Advisors
Connecticut
$82.4K – – –
NA
146
NewEdge Advisors
Louisiana
$79.4K +$28 +1 +0%
HCP
147
Hexagon Capital Partners
Arkansas
$79K +$369 +13 +0.4%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$72.6K -$24.7K -870 -24%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$69.2K +$73K +2,572 New
KFI
150
Key Financial Inc
Pennsylvania
$59.1K -$44.6K -1,571 -42%