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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KM
226
Kalos Management
Georgia
$663K +$693K +23,634 New
BAM
227
Belpointe Asset Management
Nevada
$660K +$261K +8,899 +63%
BWP
228
Baldwin Wealth Partners
Massachusetts
$647K +$385K +13,156 +140%
IAS
229
IMA Advisory Services
Colorado
$624K +$65.7K +2,243 +11%
SAM
230
Summit Asset Management
Tennessee
$604K +$10.6K +363 +2%
Royal Bank of Canada
231
Royal Bank of Canada
Ontario, Canada
$602K -$223K -7,625 -27%
VCP
232
Vista Capital Partners
Oregon
$587K +$23.2K +791 +4%
AAC
233
Asset Advisors Corp
Georgia
$586K +$157K +5,360 +36%
SFG
234
StrategIQ Financial Group
Indiana
$582K +$8.91K +304 +2%
ZB
235
Zions Bancorporation
Utah
$574K – – –
SDWMA
236
Schneider Downs Wealth Management Advisors
Pennsylvania
$572K -$25.5K -871 -4%
PAM
237
Peak Asset Management
Colorado
$569K -$253K -8,639 -30%
RBC
238
Roble Belko & Company
Pennsylvania
$561K -$7.24K -247 -1%
LNC
239
Lincoln National Corp
Pennsylvania
$552K -$567K -19,361 -50%
PP
240
Paloma Partners
Connecticut
$536K +$548K +18,689 New
BL
241
BFSG LLC
California
$520K -$25.1K -857 -5%
MIAN
242
Mariner Independent Advisor Network
Kansas
$520K +$8.97K +306 +2%
PA
243
PFG Advisors
Arizona
$519K +$77.7K +2,651 +17%
CIAS
244
Capital Investment Advisory Services
North Carolina
$512K +$8.09K +276 +2%
GAM
245
Gould Asset Management
California
$504K +$20.1K +685 +4%
CM
246
Cornerstone Management
Georgia
$493K +$503K +17,178 New
HB
247
Homrich & Berg
Georgia
$492K +$202K +6,888 +67%
GRP
248
Global Retirement Partners
California
$490K +$76.7K +2,619 +18%
ADL
249
Asset Dedication LLC
California
$488K +$50.5K +1,725 +11%
SCM
250
SOL Capital Management
Maryland
$485K -$25.8K -879 -5%