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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
476
Blue Bell Private Wealth Management
Pennsylvania
$599K -$6.93K -194 -1%
PAG
477
Private Advisor Group
New Jersey
$599K -$2.53M -70,918 -81%
TWM
478
Thrive Wealth Management
Pennsylvania
$595K +$214K +6,006 +58%
AIM
479
Acropolis Investment Management
Missouri
$594K – – –
AFA
480
Amicus Financial Advisors
Texas
$594K -$22.5K -630 -4%
WBCM
481
Wilson & Boucher Capital Management
California
$584K – – –
RF
482
Robinswood Financial
Washington
$582K +$360K +10,090 +169%
MAS
483
Meeder Advisory Services
Ohio
$582K +$8.39K +235 +1%
MWM
484
Meridian Wealth Management
Kentucky
$580K +$61.5K +1,722 +12%
LFA
485
Laraway Financial Advisors
Minnesota
$579K – – –
AIM
486
Advyzon Investment Management
Illinois
$576K -$114K -3,197 -17%
SWA
487
SFMG Wealth Advisors
Texas
$575K +$36 +1 +0%
EGWAG
488
Elwood & Goetz Wealth Advisory Group
Georgia
$573K -$102K -2,852 -15%
CAG
489
Curtis Advisory Group
California
$572K -$15.1K -423 -3%
RDWM
490
Red Door Wealth Management
Tennessee
$571K +$14.1K +396 +3%
BWM
491
Blossom Wealth Management
California
$570K -$17K -475 -3%
SFC
492
SYM Financial Corp
Indiana
$568K – – –
APFP
493
Action Point Financial Planning
Michigan
$567K +$558K +15,631 New
MWM
494
Modern Wealth Management
Kansas
$564K +$37K +1,037 +7%
CL
495
Choreo LLC
Illinois
$559K +$4.07K +114 +0.7%
TCIIS
496
TIAA-CREF Individual & Institutional Services
New York
$555K +$128K +3,583 +31%
MCWS
497
McKinley Carter Wealth Services
West Virginia
$555K +$279K +7,805 +104%
OE
498
OFS Enterprise
Nebraska
$553K +$464 +13 +0.1%
FA
499
Fiduciary Alliance
South Carolina
$553K -$108K -3,014 -16%
OCM
500
One Capital Management
California
$553K – – –
18 19
20
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