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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
301
Integrated Wealth Concepts
Massachusetts
$1.04M -$169K -6,230 -15%
CW
302
CIC Wealth
Maryland
$1.03M +$14.3K +528 +2%
ES
303
Eagle Strategies
New York
$1.03M -$250K -9,254 -21%
VAMG
304
Voisard Asset Management Group
Michigan
$1.03M +$754K +27,860 +376%
MWM
305
Mission Wealth Management
California
$1M -$19.8K -733 -2%
BJL
306
Brighton Jones LLC
Washington
$998K -$299K -11,031 -24%
WCA
307
Waypoint Capital Advisors
Minnesota
$996K -$20.2K -746 -2%
VF
308
Vawter Financial
Ohio
$988K +$28.1K +1,038 +3%
CFA
309
Cahill Financial Advisors
Minnesota
$986K +$677 +25 +0.1%
FVIM
310
Fort Vancouver Investment Management
Washington
$980K +$195K +7,203 +27%
CFO
311
CVA Family Office
Colorado
$978K -$126K -4,637 -12%
EW
312
Element Wealth
Mississippi
$961K +$35.3K +1,306 +4%
SEIA
313
Signature Estate & Investment Advisors
California
$955K +$15K +554 +2%
SHGA
314
Sand Hill Global Advisors
California
$955K -$2.57K -95 -0.3%
SWM
315
Schwallier Wealth Management
Michigan
$935K +$61.1K +2,258 +8%
CWP
316
Cyndeo Wealth Partners
Florida
$927K -$151K -5,566 -15%
WH
317
Whitcomb & Hess
Ohio
$921K -$76.8K -2,836 -8%
BFM
318
Broadview Financial Management
Wisconsin
$910K -$8.63K -319 -1%
Goldman Sachs
319
Goldman Sachs
New York
$905K -$569K -21,037 -40%
Citadel Advisors
320
Citadel Advisors
Florida
$901K -$242K -8,957 -22%
EFP
321
Elser Financial Planning
Indiana
$899K +$46.6K +1,722 +6%
FCM
322
Firestone Capital Management
Florida
$878K -$48.2K -1,781 -6%
B
323
Bensler
Washington
$871K -$85.6K -3,163 -10%
MFA
324
Morling Financial Advisors
California
$870K -$54.8K -2,025 -6%
GRP
325
Global Retirement Partners
California
$864K -$19.5K -719 -2%