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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRWA
26
Rainey & Randall Wealth Advisors
Florida
$23.6M +$783K +32,550 +4%
OWM
27
Orgel Wealth Management
Wisconsin
$22.6M +$2.19M +91,121 +11%
JFG
28
JMG Financial Group
Illinois
$22.5M -$1.49M -62,069 -6%
Corient Private Wealth
29
Corient Private Wealth
Florida
$22.1M +$526K +21,862 +3%
WANY
30
Wealthspire Advisors (New York)
New York
$21.5M +$554K +23,050 +3%
Wells Fargo
31
Wells Fargo
California
$19.6M +$1.56M +64,914 +9%
UBS Group
32
UBS Group
Switzerland
$19.6M +$2.51M +104,202 +15%
BP
33
Ballentine Partners
Massachusetts
$18.7M -$240K -9,996 -1%
SCM
34
SCS Capital Management
Massachusetts
$17.8M -$45.8K -1,903 -0.3%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$16.5M +$640K +26,608 +4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$16.5M -$515K -21,402 -3%
HSA
37
HBK Sorce Advisory
Pennsylvania
$16.3M +$1.66M +68,846 +12%
CCA
38
Clearwater Capital Advisors
Illinois
$15M +$445K +18,518 +3%
CAM
39
Cresset Asset Management
Illinois
$14.5M -$407K -16,909 -3%
I
40
INVST
Indiana
$14.4M +$647K +26,898 +5%
TC
41
Trilogy Capital
California
$13.8M +$1.08M +45,025 +9%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$13.5M +$661K +27,506 +5%
Cerity Partners
43
Cerity Partners
New York
$13.1M +$225M +9,372,497 +2,551%
LPL Financial
44
LPL Financial
California
$12.5M -$76.9K -3,197 -0.6%
GC
45
Garde Capital
Washington
$12.2M +$3.18M +132,430 +37%
LSAG
46
Lake Street Advisors Group
New Hampshire
$12M -$1.91M -79,282 -14%
TCM
47
Towercrest Capital Management
Pennsylvania
$12M -$92.8K -3,860 -0.8%
AWMG
48
Alliance Wealth Management Group
New Jersey
$12M +$11.6M +482,926 New
PCIA
49
Prime Capital Investment Advisors
Kansas
$11.8M +$327K +13,617 +3%
SWRP
50
Summit Wealth & Retirement Planning
California
$11.4M +$265K +11,010 +2%