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Schwab Fundamental Emerging Markets Large Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Riverchase Wealth Management
Texas
$571K -$32.7K -1,051 -6%
VBFG
177
Vishria Bird Financial Group
Tennessee
$567K
TCM
178
Traub Capital Management
Massachusetts
$566K +$533K +17,155 New
PAS
179
Park Avenue Securities
New York
$560K +$125K +4,009 +31%
SWP
180
Stratos Wealth Partners
Ohio
$556K +$23.3K +751 +5%
FG
181
Foster Group
Iowa
$548K +$3.29K +106 +0.6%
KAS
182
Kestra Advisory Services
Texas
$515K +$70.1K +2,257 +17%
SFA
183
Sequoia Financial Advisors
Ohio
$511K -$143K -4,615 -23%
SC
184
SouthState Corp
Florida
$506K -$42K -1,350 -8%
TWM
185
Tumwater Wealth Management
Idaho
$503K
BDFN
186
Bond & Devick Financial Network
Minnesota
$496K +$56K +1,802 +14%
AV
187
Aspiring Ventures
Ohio
$492K -$140K -4,500 -23%
AHL
188
Abel Hall LLC
Louisiana
$473K -$19.2K -617 -4%
TWP
189
Tempus Wealth Planning
California
$461K +$28.5K +916 +7%
SAI
190
Savvy Advisors Inc
New York
$460K +$195K +6,265 +82%
Corient Private Wealth
191
Corient Private Wealth
Florida
$460K -$90.5K -2,911 -17%
UWS
192
Unique Wealth Strategies
Illinois
$455K +$428K +13,779 New
WPC
193
Wedmont Private Capital
Pennsylvania
$442K +$9.17K +295 +2%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$435K +$10.1K +324 +3%
SI
195
Saxon Interests
Texas
$421K
AF
196
Advisornet Financial
Minnesota
$408K +$2.42K +78 +0.6%
CWA
197
Clearview Wealth Advisors
Oregon
$407K -$3.23K -104 -0.8%
FFA
198
Farther Finance Advisors
California
$402K +$38.6K +1,243 +11%
KWA
199
Kingswood Wealth Advisors
California
$396K +$29.5K +949 +9%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$396K +$22.1K +710 +6%