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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
226
Cahill Financial Advisors
Minnesota
$706K +$2.75K +106 +0.4%
AI
227
Atria Investments
North Carolina
$701K -$2.36M -91,274 -77%
GAM
228
Gould Asset Management
California
$682K +$26K +1,005 +4%
GRP
229
Global Retirement Partners
California
$671K +$237K +9,154 +54%
ECM
230
Evergreen Capital Management
Washington
$663K +$183K +7,055 +38%
DWM
231
Destination Wealth Management
California
$659K +$12.7K +492 +2%
MAS
232
Madden Advisory Services
Florida
$656K -$648 -25 -0.1%
PWA
233
Providence Wealth Advisors
Illinois
$633K +$2.72K +105 +0.4%
SWP
234
Stratos Wealth Partners
Ohio
$633K +$638K +24,625 New
BL
235
BFSG LLC
California
$628K +$31.3K +1,210 +5%
BAM
236
Barrett Asset Management
New York
$626K -$5.18K -200 -0.8%
RCAG
237
Rehmann Capital Advisory Group
Michigan
$615K – – –
PFA
238
Pure Financial Advisors
California
$610K +$614K +23,707 New
SDWMA
239
Schneider Downs Wealth Management Advisors
Pennsylvania
$599K +$61.7K +2,380 +11%
IAS
240
IMA Advisory Services
Colorado
$592K +$9.87K +381 +2%
SCM
241
SOL Capital Management
Maryland
$573K +$125K +4,826 +28%
BWA
242
Burt Wealth Advisors
Maryland
$565K +$72.1K +2,782 +15%
SFG
243
SNS Financial Group
Minnesota
$557K +$48K +1,853 +9%
TF
244
Tompkins Financial
New York
$551K +$20.7K +799 +4%
GT
245
Greenleaf Trust
Michigan
$545K – – –
DCM
246
Donaldson Capital Management
Indiana
$536K +$540K +20,842 New
VCP
247
Vista Capital Partners
Oregon
$535K +$10.4K +400 +2%
MIAN
248
Mariner Independent Advisor Network
Kansas
$532K +$18.1K +697 +3%
SFG
249
StrategIQ Financial Group
Indiana
$529K -$4.17K -161 -0.8%
AAIM
250
Asset Advisors Investment Management
Georgia
$515K +$519K +20,025 New
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10
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