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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
HIGP
426
Hill Investment Group Partners
Missouri
$422K +$11.9K +482 +3%
IWM
427
IHT Wealth Management
Illinois
$420K -$16.1K -650 -4%
DADC
428
D.A. Davidson & Co
Montana
$419K +$6.19K +250 +1%
TA
429
TrueWealth Advisors
Alabama
$414K +$17.8K +718 +4%
BCM
430
Bourgeon Capital Management
Connecticut
$413K +$102K +4,110 +32%
GAM
431
Garrison Asset Management
Arkansas
$410K -$3.64K -147 -0.9%
FFA
432
First Foundation Advisors
California
$409K -$149 -6 -0%
SSWM
433
Sheets Smith Wealth Management
North Carolina
$407K -$8.92K -360 -2%
NB
434
Nicolet Bankshares
Wisconsin
$407K – – –
VF
435
Vawter Financial
Ohio
$404K – – –
EWM
436
Evermay Wealth Management
Virginia
$401K -$7.48K -302 -2%
FVWA
437
Foster Victor Wealth Advisors
South Carolina
$398K -$64.2K -2,592 -14%
WW
438
Waterfront Wealth
Kansas
$394K -$396 -16 -0.1%
BCM
439
Brookstone Capital Management
Illinois
$393K -$18.6K -750 -5%
SWM
440
Spire Wealth Management
Virginia
$393K +$248K +10,004 +166%
JF
441
Joule Financial
Kentucky
$386K +$33.1K +1,335 +9%
SFS
442
Summit Financial Strategies
Ohio
$382K -$40K -1,615 -9%
TWP
443
Tempus Wealth Planning
California
$382K +$68.2K +2,754 +21%
RJA
444
Raymond James & Associates
Florida
$381K +$2.16K +87 +0.6%
EFM
445
Eley Financial Management
Vermont
$374K +$1.76K +71 +0.5%
JIR
446
James Investment Research
Ohio
$373K +$128K +5,183 +52%
CNFG
447
Creegan & Nassoura Financial Group
New Hampshire
$372K – – –
AIM
448
Acropolis Investment Management
Missouri
$371K -$396 -16 -0.1%
CA
449
Clearstead Advisors
Ohio
$370K -$7.28K -294 -2%
PFA
450
Pure Financial Advisors
California
$369K +$5.3K +214 +1%
16 17
18
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