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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
126
Tradition Wealth Management
Minnesota
$5.24M +$118K +4,089 +2%
NGA
127
Naples Global Advisors
Florida
$5.24M +$387K +13,386 +8%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$5.18M +$991K +34,253 +22%
CWA
129
Cornerstone Wealth Advisors
Minnesota
$5.12M -$960K -33,162 -15%
ASI
130
Advisory Services & Investments
Oregon
$5.06M +$984 +34 +0%
FMP
131
Financial Management Professionals
Texas
$5.03M -$776K -26,815 -13%
NCM
132
Northwest Capital Management
Oregon
$4.96M -$160K -5,533 -3%
ULWM
133
Upper Left Wealth Management
Florida
$4.83M +$56.6K +1,955 +1%
SWA
134
Sightline Wealth Advisors
Connecticut
$4.8M -$194K -6,701 -4%
AT
135
American Trust
Kentucky
$4.75M +$4.95M +170,864 New
WAM
136
Wakefield Asset Management
Colorado
$4.44M +$823K +28,428 +22%
HCM
137
Hengehold Capital Management
Ohio
$4.44M +$4.14M +142,890 +849%
NFG
138
Nations Financial Group
Iowa
$4.42M +$524K +18,115 +13%
JGCM
139
Joseph Group Capital Management
Ohio
$4.4M +$256K +8,847 +6%
AWM
140
Avior Wealth Management
Nebraska
$4.39M +$240K +8,308 +6%
AIM
141
AMI Investment Management
Indiana
$4.33M +$279K +9,644 +7%
LPIC
142
LeJeune Puetz Investment Counsel
Michigan
$4.28M +$23.2K +802 +0.5%
CWA
143
Consilium Wealth Advisory
Texas
$4.15M -$39K -1,348 -0.9%
JBA
144
Johnson Bixby & Associates
Washington
$4.13M -$756K -26,123 -15%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$4.13M -$444K -15,326 -9%
LSAG
146
Lake Street Advisors Group
New Hampshire
$4.09M -$117K -4,050 -3%
CC
147
Callan Capital
California
$4.05M +$2.16M +74,742 +105%
BL
148
BCWM LLC
Kansas
$4.05M -$86.8K -3,000 -2%
CFMC
149
Curbstone Financial Management Corp
New Hampshire
$4.02M -$89.7K -3,100 -2%
WA
150
WBH Advisory
Maryland
$3.96M +$952K +32,888 +28%