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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
151
Forvis Mazars Wealth Advisors
Missouri
$289K +$698 +20 +0.3%
MA
152
MCF Advisors
Kentucky
$288K
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$288K +$16.8K +482 +6%
EWA
154
EP Wealth Advisors
California
$287K +$277K +7,946 New
CCA
155
Cadent Capital Advisors
Oklahoma
$281K
Nuveen
156
Nuveen
North Carolina
$281K +$272K +7,798 New
VPWA
157
Vestia Personal Wealth Advisors
Indiana
$276K -$3.46K -99 -1%
MF
158
Manchester Financial
California
$269K
ST
159
Spinnaker Trust
Maine
$261K
FGA
160
Fortis Group Advisors
New Jersey
$253K
AWM
161
Abound Wealth Management
Tennessee
$249K
LIA
162
Lynx Investment Advisory
District of Columbia
$249K +$241K +6,900 New
AWC
163
Adamsbrown Wealth Consultants
Kansas
$247K -$5.34K -153 -2%
LIWM
164
Long Island Wealth Management
New York
$245K
AIA
165
AssuredPartners Investment Advisors
Florida
$245K +$70 +2 +0%
IA
166
Integrity Alliance
Iowa
$244K +$236K +6,767 New
TSS
167
Two Sigma Securities
New York
$242K +$234K +6,709 New
HP
168
Holistic Planning
Texas
$236K
EW
169
Element Wealth
Mississippi
$235K
EF
170
Evanson Financial
Virginia
$226K +$219K +6,278 New
GFG
171
Grantvest Financial Group
New Jersey
$225K +$218K +6,243 New
Calamos Advisors
172
Calamos Advisors
Illinois
$222K +$215K +6,163 New
William Blair & Company
173
William Blair & Company
Illinois
$221K
PFA
174
Pure Financial Advisors
California
$217K +$210K +6,020 New
DPI
175
Diversified Portfolios Inc
Michigan
$216K +$210K +6,000 New