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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
326
Journey Advisory Group
Kentucky
$745K +$29.1K +1,112 +4%
DWT
327
Dorsey & Whitney Trust
South Dakota
$743K -$8.65K -331 -1%
FWP
328
Falcon Wealth Planning
California
$737K +$30K +1,148 +4%
ACG
329
Allen Capital Group
Nebraska
$733K -$152K -5,803 -17%
RJA
330
Raymond James & Associates
Florida
$732K +$435K +16,646 +136%
AIM
331
Aspen Investment Management
Michigan
$723K +$2.69K +103 +0.4%
Renaissance Technologies
332
Renaissance Technologies
New York
$716K +$737K +28,200 New
FG
333
Foster Group
Iowa
$713K -$43.3K -1,659 -6%
CFA
334
Cahill Financial Advisors
Minnesota
$707K +$1.54K +59 +0.2%
TFS
335
TrustCore Financial Services
Tennessee
$692K -$54.1K -2,071 -7%
CBFP
336
Cedar Brook Financial Partners
Ohio
$690K +$9.28K +355 +1%
BA
337
Bristlecone Advisors
Washington
$683K -$282K -10,802 -29%
LFA
338
Landmark Financial Advisors
Kentucky
$682K -$66.4K -2,543 -9%
RG
339
Retirement Group
California
$674K +$450K +17,216 +184%
CAG
340
Curtis Advisory Group
California
$673K -$39.4K -1,506 -5%
CMBA
341
C.M. Bidwell & Associates
Hawaii
$664K -$2.64K -101 -0.4%
BCM
342
Bourgeon Capital Management
Connecticut
$658K +$10K +384 +2%
HWA
343
HHM Wealth Advisors
Tennessee
$657K +$2.56K +98 +0.4%
AWA
344
Alaska Wealth Advisors
Alaska
$655K +$39.2K +1,501 +6%
JWM
345
Janiczek Wealth Management
Colorado
$652K +$8.44K +323 +1%
KJWM
346
Kiley Juergens Wealth Management
Washington
$652K +$268K +10,250 +66%
CIAS
347
Capital Investment Advisory Services
North Carolina
$641K +$30.1K +1,153 +5%
Vontobel Holding
348
Vontobel Holding
Switzerland
$635K +$653K +25,000 New
MAS
349
Madden Advisory Services
Florida
$632K -$98.1K -3,756 -13%
BBW
350
Blue Barn Wealth
Utah
$630K -$26.2K -1,003 -4%