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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
GIPW
501
Granite Islands Private Wealth
Connecticut
$464K +$472K +14,158 New
KNFPWM
502
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$461K +$6K +180 +1%
PVI
503
Pine Valley Investments
New Jersey
$459K +$43.2K +1,296 +10%
CWM
504
Cooke Wealth Management
California
$456K +$444K +13,315 New
ACA
505
Atlas Capital Advisors
Wyoming
$455K +$464K +13,906 New
BFP
506
Birchwood Financial Partners
Minnesota
$455K +$463K +13,898 New
MWA
507
Motive Wealth Advisors
Michigan
$449K -$58K -1,740 -11%
DPI
508
Diversified Portfolios Inc
Michigan
$447K +$2.9K +87 +0.6%
AR
509
Apeiron RIA
Texas
$443K +$100 +3 +0%
PA
510
PFG Advisors
Arizona
$436K +$131K +3,926 +42%
YIM
511
Yoffe Investment Management
Pennsylvania
$433K – – –
GWA
512
Geometric Wealth Advisors
District of Columbia
$432K +$1.07K +32 +0.2%
SFS
513
Summit Financial Strategies
Ohio
$429K -$7.67K -230 -2%
AF
514
Advisornet Financial
Minnesota
$427K +$4.74K +142 +1%
PK
515
Pflug Koory
Nebraska
$426K +$19.1K +574 +5%
SP
516
SWS Partners
Ohio
$425K -$7.27K -218 -2%
AW
517
Alteri Wealth
California
$420K +$72.8K +2,183 +21%
SA
518
Sunesis Advisors
Kansas
$416K – – –
GWM
519
GSB Wealth Management
Connecticut
$415K +$534 +16 +0.1%
VST
520
Van Strum & Towne
California
$411K +$419K +12,551 New
CH
521
CDKV Holdings
Colorado
$411K +$418K +12,547 New
WA
522
Waterford Advisors
New York
$410K -$886K -26,580 -68%
IAIM
523
International Assets Investment Management
Florida
$409K +$122K +3,656 +41%
AA
524
Ancora Advisors
Ohio
$406K -$4.04K -121 -1%
CCWM
525
Cassaday & Co Wealth Management
Virginia
$404K +$3.8K +114 +0.9%
19 20
21
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