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Schwab 1000 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
176
Westbourne Investment Advisors
Maryland
$210K +$204K +5,836 New
FFM
177
Forum Financial Management
Illinois
$210K +$204K +5,830 New
PWM
178
Perigon Wealth Management
California
$209K +$203K +5,801 New
Cambridge Investment Research Advisors
179
Cambridge Investment Research Advisors
Iowa
$208K -$64.8K -1,856 -24%
SC
180
SouthState Corp
Florida
$206K
LW
181
Livet Wealth
Utah
$205K +$199K +5,685 New
PCG
182
Prosperity Consulting Group
Maryland
$204K -$47.9K -1,371 -19%
SIAP
183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$203K +$197K +5,638 New
IP
184
Ignite Planners
California
$201K +$195K +5,582 New
PIP
185
Peachtree Investment Partners
Florida
$190K +$489 +14 +0.3%
RIL
186
Rothschild Investment LLC
Illinois
$176K
PK
187
Pflug Koory
Nebraska
$176K +$454 +13 +0.3%
CPG
188
Cornerstone Planning Group
New Jersey
$168K +$419 +12 +0.3%
RFA
189
Register Financial Advisors
Georgia
$167K +$162K +4,645 New
MWA
190
Medallion Wealth Advisors
Connecticut
$163K
IA
191
IFP Advisors
Florida
$145K +$4.92K +141 +4%
Russell Investments Group
192
Russell Investments Group
United Kingdom
$143K -$9.29K -266 -6%
TWIM
193
TIAA Wealth Investment Management
New York
$132K +$129K +3,681 New
BCWM
194
Bartlett & Co Wealth Management
Ohio
$128K
HHGA
195
Halbert Hargrove Global Advisors
California
$127K
GRP
196
Global Retirement Partners
California
$124K +$120K +3,439 New
AC
197
AlphaCore Capital
California
$119K
HI
198
Harbour Investments
Wisconsin
$100K -$109K -3,111 -53%
Vanguard Advisers Inc
199
Vanguard Advisers Inc
Pennsylvania
$97.3K -$7.68K -220 -8%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$92.7K