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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
551
Great Waters Wealth Management
Minnesota
$312K -$2.3K -73 -0.8%
Kovitz Investment Group Partners
552
Kovitz Investment Group Partners
Illinois
$312K +$295K +9,350 New
ES
553
ETF Store
Kansas
$311K +$13.7K +435 +5%
Freestone Capital Holdings
554
Freestone Capital Holdings
Washington
$311K +$347 +11 +0.1%
ATWA
555
Arbor Trust Wealth Advisors
Michigan
$309K – – –
Evergreen Capital Management
556
Evergreen Capital Management
Washington
$309K – – –
WF
557
Warner Financial
Maryland
$308K +$3.31K +105 +1%
PP
558
PDS Planning
Ohio
$308K +$2.36K +75 +0.8%
VAMG
559
Voisard Asset Management Group
Michigan
$307K -$95 -3 -0%
IEQ Capital
560
IEQ Capital
California
$305K – – –
TWM
561
Thrive Wealth Management
Pennsylvania
$301K +$17.4K +552 +7%
SIM
562
Sterling Investment Management
Arizona
$299K -$13.4K -424 -5%
Avantax Planning Partners
563
Avantax Planning Partners
Iowa
$293K -$58.3K -1,851 -17%
WKWM
564
Walter & Keenan Wealth Management
Indiana
$292K -$2.83K -90 -1%
JPLA
565
Joseph P. Lucia & Associates
New York
$291K – – –
PCMF
566
Private Capital Management (Florida)
Florida
$291K +$11.8K +375 +5%
GWAM
567
Guardian Wealth Advisors (Minnesota)
Minnesota
$289K +$473 +15 +0.2%
RFA
568
Rollins Financial Advisors
New York
$287K +$41K +1,300 +18%
AIM
569
Advyzon Investment Management
Illinois
$287K +$271K +8,601 New
AE Wealth Management
570
AE Wealth Management
Kansas
$286K +$68.8K +2,183 +34%
CI
571
Cordant Inc
Oregon
$280K -$4.16K -132 -2%
MFC
572
Morris Financial Concepts
South Carolina
$279K -$1.95K -62 -0.7%
GCM
573
Glaxis Capital Management
Florida
$279K – – –
PHIC
574
Pine Haven Investment Counsel
Massachusetts
$278K – – –
Kestra Private Wealth Services
575
Kestra Private Wealth Services
Texas
$276K +$260K +8,261 New