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Schwab Fundamental Emerging Markets Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Caprock Group
Idaho
$479K +$444K +14,856 New
SI
152
Saxon Interests
Texas
$469K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$453K -$82.7K -2,767 -16%
SFA
154
Sequoia Financial Advisors
Ohio
$452K +$164K +5,476 +64%
BDFN
155
Bond & Devick Financial Network
Minnesota
$427K
AP
156
Advisors Preferred
Maryland
$425K -$20.1K -672 -5%
RW
157
REDW Wealth
New Mexico
$413K -$20.9K -700 -5%
SA
158
SpiderRock Advisors
Delaware
$410K -$18.6K -621 -5%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$402K -$704K -23,540 -66%
TWP
160
Tempus Wealth Planning
California
$394K -$2.33K -78 -0.6%
CWA
161
Clearview Wealth Advisors
Oregon
$384K +$32.9K +1,100 +10%
HIP
162
HUB Investment Partners
Texas
$380K -$15.3K -511 -4%
QCM
163
Quantinno Capital Management
New York
$374K +$347K +11,602 New
IA
164
IFP Advisors
Florida
$373K +$120K +4,025 +53%
GS
165
GTS Securities
Florida
$372K +$345K +11,537 New
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$371K +$34.9K +1,166 +11%
FFA
167
Farther Finance Advisors
California
$365K +$143K +4,778 +73%
KAS
168
Kestra Advisory Services
Texas
$363K -$62.9K -2,105 -16%
AAS
169
Avantax Advisory Services
Texas
$349K +$104K +3,494 +48%
AF
170
Allworth Financial
California
$346K +$62.8K +2,102 +24%
Focus Partners Wealth
171
Focus Partners Wealth
Massachusetts
$342K -$3.18M -106,289 -92%
SAG
172
SageView Advisory Group
California
$335K +$329 +11 +0.1%
WPC
173
Wedmont Private Capital
Pennsylvania
$331K -$82.6K -2,764 -22%
VCM
174
Versant Capital Management
Arizona
$325K -$1.67K -56 -0.6%
WF
175
Warner Financial
Maryland
$324K +$2.21K +74 +0.7%