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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
126
KCM Investment Advisors
California
$304K
MWM
127
Meridian Wealth Management
Kentucky
$304K +$884 +27 +0.3%
KAS
128
Kestra Advisory Services
Texas
$304K +$33 +1 +0%
RDWM
129
Red Door Wealth Management
Tennessee
$298K -$950 -29 -0.3%
PFS
130
Professional Financial Solutions
Virginia
$291K
RW
131
RVW Wealth
California
$287K -$9.43K -288 -3%
KJWM
132
Kiley Juergens Wealth Management
Washington
$285K +$297K +9,082 New
KWA
133
Kingswood Wealth Advisors
California
$284K -$31.2K -951 -9%
VCAM
134
Van Cleef Asset Management
Ohio
$283K +$296K +9,046 New
AWM
135
Axxcess Wealth Management
California
$282K +$3.37K +103 +1%
BF
136
Brucke Financial
Indiana
$280K +$98 +3 +0%
OFG
137
Omega Financial Group
California
$279K +$688 +21 +0.2%
MMA
138
Miracle Mile Advisors
California
$278K +$20.7K +632 +8%
BFG
139
Bouchey Financial Group
New York
$274K
IF
140
Ironwood Financial
Arizona
$274K
AI
141
Accredited Investors
Minnesota
$274K +$164 +5 +0.1%
RA
142
RFG Advisory
Alabama
$274K -$1.22M -37,186 -81%
MA
143
MCF Advisors
Kentucky
$251K
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$251K +$655 +20 +0.3%
TVM
145
True Vision MN
Minnesota
$250K -$983 -30 -0.4%
CCA
146
Cadent Capital Advisors
Oklahoma
$244K +$256K +7,800 New
BIG
147
Brooklyn Investment Group
New York
$244K +$25.8K +788 +11%
VPWA
148
Vestia Personal Wealth Advisors
Indiana
$243K -$3.28K -100 -1%
FGA
149
Fortis Group Advisors
New Jersey
$243K
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$239K -$9.47K -289 -4%