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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
326
Newman Dignan & Sheerar Inc
Rhode Island
$415K +$80.5K +3,323 +23%
MMHP
327
Murphy Middleton Hinkle & Parker
Georgia
$414K -$33.8K -1,393 -7%
CAPTRUST Financial Advisors
328
CAPTRUST Financial Advisors
North Carolina
$412K -$6.2K -256 -1%
NB
329
Nicolet Bankshares
Wisconsin
$412K +$21.2K +875 +5%
RWA
330
River Wealth Advisors
Pennsylvania
$412K +$74.1K +3,059 +21%
PAM
331
Peak Asset Management
Colorado
$410K +$66.2K +2,730 +19%
CMBA
332
C.M. Bidwell & Associates
Hawaii
$408K -$29.9K -1,232 -7%
FFA
333
Fragasso Financial Advisors
Pennsylvania
$406K +$16K +662 +4%
MA
334
Mutual Advisors
Nebraska
$404K +$153K +6,326 +58%
BWP
335
Baldwin Wealth Partners
Massachusetts
$403K -$24.2K -1,000 -6%
CIBC Private Wealth Group
336
CIBC Private Wealth Group
Georgia
$400K -$70.8K -2,920 -15%
DCM
337
Donaldson Capital Management
Indiana
$396K -$96.9K -4,000 -19%
CCM
338
Coldstream Capital Management
Washington
$388K -$527K -21,756 -57%
SAM
339
Summit Asset Management
Tennessee
$385K -$35.5K -1,464 -8%
3AM
340
3D Asset Management
Connecticut
$378K +$5.79K +239 +2%
CWM
341
Centric Wealth Management
Illinois
$373K +$384K +15,845 New
SFG
342
Sage Financial Group
Pennsylvania
$368K +$104K +4,299 +38%
KWM
343
Kingsview Wealth Management
Oregon
$367K -$10.3K -424 -3%
OPA
344
Old Port Advisors
Maine
$362K +$356K +14,707 New
MWM
345
Meridian Wealth Management
Kentucky
$356K +$66.9K +2,759 +22%
ECM
346
Evergreen Capital Management
Washington
$353K -$261K -10,790 -42%
GG
347
Gofen & Glossberg
Illinois
$353K -$5.48K -226 -1%
CG
348
Colony Group
Massachusetts
$351K +$361K +14,898 New
CF
349
Corrigan Financial
Rhode Island
$348K +$359K +14,797 New
KLI
350
Kelman-Lazarov Inc
Tennessee
$348K +$358K +14,790 New