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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Proffitt & Goodson
Tennessee
$204K – – –
GSWM
552
Golden State Wealth Management
California
$204K +$201K +6,190 New
PWA
553
Peterson Wealth Advisors
Utah
$203K +$201K +6,188 New
AL
554
Aspiriant LLC
California
$201K -$3.08K -95 -2%
PO
555
Private Ocean
California
$201K +$77.3K +2,384 +64%
LWAC
556
Laurel Wealth Advisors (California)
California
$201K +$198K +6,099 New
BIM
557
Baldwin Investment Management
Pennsylvania
$201K +$198K +6,100 New
RE
558
RBC Europe
United Kingdom
$201K – – –
CIAS
559
CBIZ Investment Advisory Services
Ohio
$200K – – –
CCP
560
Clarkston Capital Partners
Michigan
$185K – – –
BFC
561
Bedel Financial Consulting
Indiana
$183K +$616 +19 +0.3%
CF
562
Centaurus Financial
California
$183K +$45.8K +1,413 +34%
LFG
563
Larson Financial Group
Missouri
$182K +$1.91K +59 +1%
CFD
564
Creative Financial Designs
Indiana
$179K +$19.5K +601 +12%
TCM
565
Tradewinds Capital Management
Washington
$177K +$50.7K +1,564 +41%
BWP
566
Baldwin Wealth Partners
Massachusetts
$176K +$1.62K +50 +0.9%
CIR
567
Clear Investment Research
Georgia
$168K – – –
NOI
568
Newton One Investments
Delaware
$149K +$147K +4,537 New
FWM
569
Focused Wealth Management
New York
$148K -$1.32M -40,633 -90%
GWS
570
Glassman Wealth Services
Virginia
$141K +$714 +22 +0.5%
PB
571
Pinnacle Bancorp
Nebraska
$139K – – –
JHCP
572
Jackson Hole Capital Partners
Oklahoma
$132K – – –
FHA
573
First Horizon Advisors
Tennessee
$132K +$13.4K +413 +11%
HR
574
Howe & Rusling
New York
$129K +$40.4K +1,246 +47%
JP Morgan Chase
575
JP Morgan Chase
New York
$126K -$16.4K -505 -12%