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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
226
Fort Point Capital Partners
California
$1.7M -$121K -4,640 -7%
GFS
227
GYL Financial Synergies
Connecticut
$1.7M +$347K +13,307 +26%
AIM
228
AMI Investment Management
Indiana
$1.67M -$252K -9,674 -13%
OCG
229
Opus Capital Group
Ohio
$1.65M -$1.3K -50 -0.1%
AWS
230
Atria Wealth Solutions
New York
$1.62M +$596K +22,854 +60%
VA
231
Valmark Advisers
Ohio
$1.62M -$53.1K -2,039 -3%
VW
232
Veridan Wealth
Oregon
$1.61M +$1.39M +53,347 New
WT
233
Whittier Trust
California
$1.6M – – –
WA
234
Waterford Advisors
New York
$1.6M -$29.2K -1,122 -2%
D
235
Diversified
Delaware
$1.55M +$1.53M +58,523 New
JJBC
236
James J. Burns & Company
New York
$1.53M +$379K +14,539 +34%
WCFA
237
Walkner Condon Financial Advisors
Wisconsin
$1.53M +$66.9K +2,568 +5%
AF
238
Allworth Financial
California
$1.53M -$72.3K -2,775 -5%
AAS
239
Avantax Advisory Services
Texas
$1.52M +$1.08M +41,286 +260%
FWS
240
FinDec Wealth Services
California
$1.52M -$93.6K -3,591 -6%
PGFC
241
Peapack-Gladstone Financial Corp
New Jersey
$1.49M -$67.1K -2,575 -4%
CHA
242
Carmichael Hill & Associates
Maryland
$1.48M -$71.3K -2,736 -5%
MCM
243
MAI Capital Management
Ohio
$1.47M +$36.3K +1,392 +3%
TIM
244
Thompson Investment Management
Wisconsin
$1.46M +$8.03K +308 +0.6%
RJA
245
Raymond James & Associates
Florida
$1.45M -$34.8K -1,334 -2%
PCM
246
Passive Capital Management
Maryland
$1.44M +$2.5K +96 +0.2%
DWM
247
Dakota Wealth Management
Florida
$1.42M -$143K -5,486 -9%
AWA
248
Arete Wealth Advisors
Illinois
$1.42M +$309K +11,865 +29%
B
249
Bailard
California
$1.42M -$131K -5,029 -9%
CNWM
250
Clay Northam Wealth Management
California
$1.41M -$52.2K -2,001 -4%
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