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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
601
SIMA Wealth Partners
Virginia
$80.8K +$79.3K +3,043 New
W
602
WealthCollab
Washington
$79.9K – – –
MIA
603
MeadowBrook Investment Advisors
Michigan
$79.8K -$3.26K -125 -4%
ICM
604
Islay Capital Management
Texas
$78.8K – – –
JFG
605
JDM Financial Group
Texas
$75.2K – – –
GWS
606
Glassman Wealth Services
Virginia
$72.9K -$10K -385 -12%
MSG
607
Main Street Group
Virginia
$72.5K -$2.74K -105 -4%
ST
608
Smithfield Trust
Pennsylvania
$70K – – –
HR
609
Howe & Rusling
New York
$68.1K -$50.9K -1,951 -43%
CAL
610
Capital Analysts LLC
Pennsylvania
$67K +$38.9K +1,492 +144%
CSWG
611
Cardinal Strategic Wealth Guidance
Kentucky
$64.9K +$63.7K +2,444 New
BCA
612
Bray Capital Advisors
Florida
$63.6K – – –
GIA
613
GHP Investment Advisors
Colorado
$62.2K – – –
HCM
614
Hollencrest Capital Management
California
$60.1K +$44.7K +1,716 +315%
EFP
615
EnRich Financial Partners
Wisconsin
$57.6K +$6.36K +244 +13%
FF
616
Friedenthal Financial
New Jersey
$56.3K -$886 -34 -2%
CSWM
617
Cassady Schiller Wealth Management
Ohio
$54.4K -$17.1K -656 -24%
FAM
618
Family Asset Management
South Carolina
$53.4K -$4.95K -190 -9%
HPC
619
HM Payson & Co
Maine
$52.5K – – –
Bessemer Group
620
Bessemer Group
New Jersey
$51K – – –
CPG
621
Custom Portfolio Group
Colorado
$50.7K – – –
CPA
622
Clear Point Advisors
New York
$50K -$6.52K -250 -12%
PFM
623
Phillips Financial Management
Indiana
$41.4K – – –
HT
624
Headlands Technologies
Illinois
$40.8K +$40K +1,535 New
EWP
625
Elevation Wealth Partners
California
$38.8K – – –