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Schwab Emerging Markets Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Avior Wealth Management
Nebraska
$4.38M +$345K +14,822 +9%
PWMG
127
Pioneer Wealth Management Group
Texas
$4.35M +$4.28M +183,829 New
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.34M +$4.27M +183,322 New
SLT
129
St Louis Trust
Missouri
$4.27M – – –
SC
130
Savant Capital
Illinois
$4.23M -$845K -36,290 -17%
Bank of America
131
Bank of America
North Carolina
$4.2M -$1.56M -67,196 -27%
ULWM
132
Upper Left Wealth Management
Florida
$4.15M -$151K -6,504 -4%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$4.14M +$217K +9,322 +6%
WPC
134
Wedmont Private Capital
Pennsylvania
$4.08M +$3.07M +131,879 +417%
PAG
135
Private Advisor Group
New Jersey
$4.06M +$4.01M +172,272 +758%
OFP
136
OLIO Financial Planning
Virginia
$4.03M +$1.14M +48,862 +40%
CI
137
CX Institutional
Indiana
$4.02M +$3.96M +169,948 New
LA
138
LVW Advisors
New York
$3.99M -$12.8M -548,277 -77%
AIM
139
AMI Investment Management
Indiana
$3.96M +$43.1K +1,851 +1%
BSW
140
Buckingham Strategic Wealth
Missouri
$3.93M +$57.5K +2,470 +2%
FAG
141
Financial Advisory Group
Texas
$3.9M -$1.43M -61,255 -27%
NFG
142
Nations Financial Group
Iowa
$3.9M -$19.3K -829 -0.5%
TWM
143
Tradition Wealth Management
Minnesota
$3.88M -$294K -12,639 -7%
SWA
144
Sightline Wealth Advisors
Connecticut
$3.83M -$3.82K -164 -0.1%
WAM
145
Wakefield Asset Management
Colorado
$3.82M -$17.6K -755 -0.5%
LPIC
146
LeJeune Puetz Investment Counsel
Michigan
$3.81M +$173K +7,423 +5%
PA
147
Parallel Advisors
California
$3.79M -$1.07M -45,831 -22%
PP
148
PrairieView Partners
Minnesota
$3.72M -$212K -9,100 -5%
NHC
149
Nicholas Hoffman & Company
Georgia
$3.7M +$2.72M +117,068 +297%
NCM
150
Nelson Capital Management
California
$3.62M -$2.04M -87,466 -36%