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Schwab Fundamental Emerging Markets Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$630K +$243 +6 +0%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$626K +$46.4K +1,147 +8%
MWM
228
MOR Wealth Management
Pennsylvania
$616K +$298K +7,381 +91%
SAI
229
Savvy Advisors Inc
New York
$612K +$13K +321 +2%
CFS
230
CGC Financial Services
Oregon
$610K +$154K +3,819 +33%
TWM
231
Tumwater Wealth Management
Idaho
$604K – – –
BDFN
232
Bond & Devick Financial Network
Minnesota
$598K – – –
CIA
233
Caerus Investment Advisors
Texas
$584K -$199K -4,929 -25%
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$581K -$36.1K -892 -6%
PFM
235
Professional Financial Management
Wisconsin
$579K +$590K +14,582 New
FPAS
236
Focus Partners Advisor Solutions
Missouri
$575K +$95.5K +2,362 +19%
EH
237
Equitable Holdings
New York
$568K +$106K +2,621 +22%
UWS
238
Unique Wealth Strategies
Illinois
$562K -$36K -890 -6%
SI
239
Saxon Interests
Texas
$539K – – –
AHL
240
Abel Hall LLC
Louisiana
$539K +$1.74K +43 +0.3%
KWA
241
Kingswood Wealth Advisors
California
$538K +$64.3K +1,591 +13%
BL
242
Balentine LLC
Georgia
$537K -$65.4K -1,617 -11%
AWA
243
Argos Wealth Advisors
California
$527K +$10.6K +263 +2%
SW
244
SteelPeak Wealth
California
$526K +$536K +13,257 New
GRP
245
Global Retirement Partners
California
$520K +$530K +13,096 New
RFP
246
Root Financial Partners
California
$519K +$29.3K +725 +6%
RA
247
Range Advisory
Virginia
$514K +$32.7K +808 +7%
AF
248
Allworth Financial
California
$511K +$35.7K +884 +7%
TCIIS
249
TIAA-CREF Individual & Institutional Services
New York
$503K +$513K +12,687 New
OIA
250
OneDigital Investment Advisors
Kansas
$493K +$30.3K +750 +6%