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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
426
Evensky & Katz
Florida
$654K +$40.1K +1,203 +6%
RSEWM
427
River's Edge Wealth Management
Pennsylvania
$654K +$619K +18,572 New
FWP
428
Falcon Wealth Planning
California
$652K -$8.4K -252 -1%
DAM
429
Directional Asset Management
Illinois
$649K +$661K +19,813 New
CCM
430
Coldstream Capital Management
Washington
$646K -$44.3K -1,328 -6%
IA
431
IF Advisors
Texas
$635K +$647K +19,403 New
EGWAG
432
Elwood & Goetz Wealth Advisory Group
Georgia
$635K -$1.97K -59 -0.3%
EFP
433
Elser Financial Planning
Indiana
$634K -$4.97K -149 -0.8%
MHR
434
Matthew Hamilton Rosenberg
$630K -$1.03K -31 -0.2%
SL
435
Sentinus LLC
Illinois
$626K -$203K -6,092 -24%
NP
436
NorthRock Partners
Minnesota
$606K +$617K +18,497 New
CCG
437
Coastwise Capital Group
California
$601K +$17.7K +530 +3%
FA
438
FF Advisors
California
$599K -$8.34K -250 -1%
HW
439
HORAN Wealth
Ohio
$594K +$94.1K +2,821 +18%
PP
440
PDS Planning
Ohio
$592K +$295K +8,844 +96%
MAS
441
Meeder Advisory Services
Ohio
$592K +$19.9K +598 +3%
S
442
Sachetta
Massachusetts
$591K +$9.3K +279 +2%
BP
443
BWM Planning
Texas
$584K
RWM
444
Reston Wealth Management
Virginia
$583K -$79.8K -2,394 -12%
APG
445
Abacus Planning Group
South Carolina
$572K -$75.4K -2,261 -11%
WAM
446
Worth Asset Management
Texas
$572K +$3.23K +97 +0.6%
Wealthfront Advisers
447
Wealthfront Advisers
California
$569K +$60.3K +1,807 +12%
SEIA
448
Signature Estate & Investment Advisors
California
$564K +$9.67K +290 +2%
CCA
449
Clarity Capital Advisors
Florida
$563K +$15.8K +473 +3%
CTWM
450
Cherry Tree Wealth Management
Minnesota
$562K +$5.77K +173 +1%