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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
451
Sachetta
Massachusetts
$592K -$2.22K -65 -0.4%
EK
452
Evensky & Katz
Florida
$588K -$72K -2,110 -11%
BP
453
BWM Planning
Texas
$587K – – –
3FI
454
3 Factor Indexing
California
$587K +$609K +17,826 New
EFP
455
Elser Financial Planning
Indiana
$581K -$53K -1,553 -8%
CP
456
Capital Planning
Washington
$581K +$212K +6,220 +55%
CCG
457
Coastwise Capital Group
California
$574K -$32.3K -946 -5%
AWA
458
Arete Wealth Advisors
Illinois
$572K -$610K -17,864 -51%
AWA
459
Argos Wealth Advisors
California
$569K -$359K -10,512 -38%
CCA
460
Clarity Capital Advisors
Florida
$566K – – –
CTWM
461
Cherry Tree Wealth Management
Minnesota
$562K -$3.69K -108 -0.6%
AFA
462
Amicus Financial Advisors
Texas
$561K +$2.25K +66 +0.4%
WIM
463
WealthPlan Investment Management
Nebraska
$555K – – –
VIA
464
Victrix Investment Advisors
Florida
$553K +$41.4K +1,212 +8%
One Capital Management
465
One Capital Management
California
$553K +$40.1K +1,175 +8%
BBPWM
466
Blue Bell Private Wealth Management
Pennsylvania
$551K -$4.81K -141 -0.8%
MA
467
Modus Advisors
Minnesota
$550K – – –
AWM
468
Act Wealth Management
Texas
$548K +$6.38K +187 +1%
Brown Advisory
469
Brown Advisory
Maryland
$548K -$18K -526 -3%
AIM
470
Acropolis Investment Management
Missouri
$540K -$4K -117 -0.7%
MWA
471
Medallion Wealth Advisors
Connecticut
$537K +$39.3K +1,150 +8%
NorthRock Partners
472
NorthRock Partners
Minnesota
$537K -$75.5K -2,212 -12%
CAG
473
Curtis Advisory Group
California
$534K -$1.94M -56,788 -78%
BWM
474
Blossom Wealth Management
California
$533K +$553K +16,186 New
NWMG
475
National Wealth Management Group
Ohio
$531K +$550K +16,111 New