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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$23.2M +$3.25M +112,299 +15%
TF
27
TimeScale Financial
Massachusetts
$22.2M +$582K +20,104 +3%
BWA
28
BlueSky Wealth Advisors
North Carolina
$21.8M +$1.49M +51,583 +7%
BP
29
Ballentine Partners
Massachusetts
$21.4M -$6.11M -211,259 -21%
CCA
30
Clearwater Capital Advisors
Illinois
$21.4M +$454K +15,678 +2%
HF
31
HRT Financial
New York
$20.4M +$21.2M +732,942 New
LP
32
LGL Partners
Pennsylvania
$20.1M +$8.51K +294 +0%
HWM
33
HB Wealth Management
Georgia
$19.6M +$18.5M +639,951 +995%
UBS Group
34
UBS Group
Switzerland
$18.1M +$1.01M +35,004 +6%
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$17.9M +$4.53M +156,382 +32%
RFA
36
Radnor Financial Advisors
Pennsylvania
$17.9M +$613K +21,186 +3%
UCFA
37
United Capital Financial Advisors
Texas
$17.7M -$2.66M -91,922 -13%
FTUS
38
Flow Traders U.S.
New York
$17.5M +$17.3M +597,603 +1,748%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$16.8M +$20.7K +715 +0.1%
OWM
40
Orgel Wealth Management
Wisconsin
$16.7M +$2.43M +83,869 +16%
BWL
41
Bogart Wealth LLC
Virginia
$16.1M +$14.2M +490,922 +559%
NSAM
42
North Star Asset Management
Wisconsin
$15.5M +$449K +15,499 +3%
FWP
43
FAS Wealth Partners
Kansas
$15.1M -$1.28M -44,349 -8%
KBFS
44
Kohmann Bosshard Financial Services
Ohio
$15.1M -$2.82M -97,429 -15%
AA
45
Apriem Advisors
California
$15M +$350K +12,082 +2%
Wells Fargo
46
Wells Fargo
California
$14.9M +$3.17M +109,642 +26%
JCM
47
Jacobsen Capital Management
Utah
$14.9M +$2.29M +79,237 +17%
PI
48
PFS Investments
Georgia
$14.8M +$267K +9,241 +2%
AWM
49
Adams Wealth Management
Utah
$14.6M +$942K +32,538 +7%
I
50
INVST
Indiana
$14.6M +$47K +1,623 +0.3%