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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
126
Omega Financial Group
California
$285K +$650 +21 +0.2%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$284K -$29.1K -939 -10%
IF
128
Ironwood Financial
Arizona
$281K
SC
129
SouthState Corp
Florida
$281K -$819K -26,462 -75%
AI
130
Accredited Investors
Minnesota
$281K +$155 +5 +0.1%
IWC
131
Integrated Wealth Concepts
Massachusetts
$273K -$61.7K -1,993 -19%
BFG
132
Bouchey Financial Group
New York
$269K
MMA
133
Miracle Mile Advisors
California
$265K +$743 +24 +0.3%
SFA
134
Sequoia Financial Advisors
Ohio
$264K -$1.92K -62 -0.7%
MA
135
MCF Advisors
Kentucky
$257K
TVM
136
True Vision MN
Minnesota
$257K
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$256K +$619 +20 +0.3%
VPWA
138
Vestia Personal Wealth Advisors
Indiana
$252K -$5.63K -182 -2%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$241K +$22.5K +727 +11%
MF
140
Manchester Financial
California
$239K
QCM
141
Quantinno Capital Management
New York
$238K +$230K +7,418 New
VVP
142
Venture Visionary Partners
Ohio
$235K
ST
143
Spinnaker Trust
Maine
$233K
PCG
144
Prosperity Consulting Group
Maryland
$226K +$218K +7,042 New
TSS
145
Two Sigma Securities
New York
$225K +$4.46K +144 +2%
AWC
146
Adamsbrown Wealth Consultants
Kansas
$225K -$4.15K -134 -2%
EWM
147
Empirical Wealth Management
Washington
$221K -$74.6K -2,410 -26%
LIWM
148
Long Island Wealth Management
New York
$218K
GFG
149
Grantvest Financial Group
New Jersey
$218K +$124 +4 +0.1%
HP
150
Holistic Planning
Texas
$210K +$202K +6,542 New