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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
526
GSB Wealth Management
Connecticut
$420K +$2.12K +62 +0.5%
SP
527
SWS Partners
Ohio
$419K -$9.36K -274 -2%
SA
528
Sunesis Advisors
Kansas
$418K – – –
AR
529
Apeiron RIA
Texas
$418K -$3.96K -116 -0.9%
IAIM
530
International Assets Investment Management
Florida
$412K -$1.23K -36 -0.3%
CWM
531
Cooke Wealth Management
California
$411K -$28.2K -827 -6%
FPAS
532
Focus Partners Advisor Solutions
Missouri
$408K -$689K -20,185 -62%
FIA
533
Foundations Investment Advisors
Arizona
$408K +$22.8K +669 +6%
AA
534
Ancora Advisors
Ohio
$407K -$2.22K -65 -0.5%
AP
535
Appleton Partners
Massachusetts
$404K +$13.3K +389 +3%
AFG
536
Atomi Financial Group
New York
$403K +$39.9K +1,169 +11%
AW
537
Alteri Wealth
California
$403K -$19.6K -574 -4%
CCWM
538
Cassaday & Co Wealth Management
Virginia
$402K -$3.79K -111 -0.9%
DPI
539
Diversified Portfolios Inc
Michigan
$401K -$50.2K -1,470 -11%
SWA
540
Sax Wealth Advisors
New Jersey
$401K – – –
CMMS
541
Comprehensive Money Management Services
Florida
$400K – – –
ACA
542
Atlas Capital Advisors
Wyoming
$394K -$66.5K -1,947 -14%
WIM
543
Warwick Investment Management
Texas
$393K +$4.61K +135 +1%
TIAM2
544
Tru Independence Asset Management 2
Oregon
$392K – – –
MWA
545
Motive Wealth Advisors
Michigan
$389K -$64.1K -1,877 -14%
ES
546
ETF Store
Kansas
$387K +$74.1K +2,170 +23%
TCIIS
547
TIAA-CREF Individual & Institutional Services
New York
$386K +$400K +11,729 New
PFA
548
Pure Financial Advisors
California
$374K -$16K -470 -4%
AV
549
Aspiring Ventures
Ohio
$372K -$30.7K -900 -7%
FRA
550
Front Row Advisors
California
$370K +$33.8K +991 +10%
20 21
22
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