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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
26
Kays Financial Advisory
Georgia
$13.4M +$13.7M +466,659 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$12.7M +$1.78M +60,684 +16%
TF
28
Tompkins Financial
New York
$12.6M -$87.6K -2,989 -0.7%
I
29
INVST
Indiana
$12.6M +$1.73M +58,882 +15%
RWM
30
RKL Wealth Management
Pennsylvania
$12.4M +$1.06M +36,326 +9%
BFG
31
Bouchey Financial Group
New York
$12.3M -$1.59M -54,140 -11%
FIM
32
Frontier Investment Management
Texas
$12.2M +$998K +34,045 +9%
GAM
33
Gemmer Asset Management
California
$11.9M +$2.4M +82,069 +25%
HighTower Advisors
34
HighTower Advisors
Illinois
$11.8M +$4.19M +142,865 +53%
NSAM
35
North Star Asset Management
Wisconsin
$11.7M +$738K +25,191 +7%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$11.6M +$2M +68,140 +20%
CWM
37
Cabot Wealth Management
Massachusetts
$11.5M +$471K +16,088 +4%
RRC
38
Relaxing Retirement Coach
Massachusetts
$11.4M -$3.76M -128,200 -24%
BWM
39
BerganKDV Wealth Management
Minnesota
$11.4M +$484K +16,526 +4%
AI
40
Atria Investments
North Carolina
$11M +$5.82M +198,628 +107%
JFG
41
JMG Financial Group
Illinois
$11M -$235K -8,018 -2%
BWA
42
BlueSky Wealth Advisors
North Carolina
$10.7M +$1.21M +41,402 +12%
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$9.97M +$729K +24,893 +8%
PAM
44
Premier Asset Management
Illinois
$9.89M -$222K -7,580 -2%
RRWA
45
Rainey & Randall Wealth Advisors
Florida
$9.41M +$370K +12,643 +4%
Creative Planning
46
Creative Planning
Kansas
$9.38M -$128K -4,383 -1%
CONA
47
Capital One National Association
New York
$9.34M -$405K -13,828 -4%
MML Investors Services
48
MML Investors Services
Massachusetts
$9.16M -$66.5K -2,268 -0.7%
UBS Group
49
UBS Group
Switzerland
$8.87M -$63.4K -2,165 -0.7%
ML
50
McAdam LLC
Pennsylvania
$8.35M +$5.31M +181,090 +165%