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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
126
Sequoia Financial Advisors
Ohio
$247K +$9.56K +347 +4%
MMA
127
Miracle Mile Advisors
California
$245K +$1.16K +42 +0.5%
VPWA
128
Vestia Personal Wealth Advisors
Indiana
$240K -$2.01K -73 -0.9%
MA
129
MCF Advisors
Kentucky
$239K
TVM
130
True Vision MN
Minnesota
$239K
FMWA
131
Forvis Mazars Wealth Advisors
Missouri
$237K +$219K +7,937 New
IF
132
Ironwood Financial
Arizona
$236K
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$231K -$37.2K -1,351 -15%
MF
134
Manchester Financial
California
$222K
VVP
135
Venture Visionary Partners
Ohio
$218K +$201K +7,303 New
ST
136
Spinnaker Trust
Maine
$216K +$200K +7,244 New
BBW
137
Blue Barn Wealth
Utah
$214K +$198K +7,170 New
AWC
138
Adamsbrown Wealth Consultants
Kansas
$213K +$197K +7,131 New
EW
139
Element Wealth
Mississippi
$209K +$194K +7,024 New
TSS
140
Two Sigma Securities
New York
$205K -$49K -1,776 -21%
LIWM
141
Long Island Wealth Management
New York
$203K +$187K +6,800 New
GFG
142
Grantvest Financial Group
New Jersey
$202K +$187K +6,777 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$202K -$937 -34 -0.5%
William Blair & Company
144
William Blair & Company
Illinois
$183K -$19K -688 -10%
ETC
145
Exchange Traded Concepts
Oklahoma
$157K +$145K +5,269 New
PIP
146
Peachtree Investment Partners
Florida
$155K -$141K -5,111 -50%
TCM
147
TD Capital Management
Tennessee
$147K +$386 +14 +0.3%
RIL
148
Rothschild Investment LLC
Illinois
$146K
PK
149
Pflug Koory
Nebraska
$144K
MWA
150
Medallion Wealth Advisors
Connecticut
$135K +$40.7K +1,475 +48%