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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
776
Pinnacle Wealth Planning Services
Ohio
$54.6K – – –
CT
777
Colonial Trust
South Carolina
$54.4K -$71.4K -2,000 -57%
CFM
778
Compass Financial Management
Florida
$53.1K +$52.3K +1,464 New
TF
779
Tompkins Financial
New York
$51.4K +$2.14K +60 +4%
TCM
780
Tradewinds Capital Management
Washington
$48.8K +$8.86K +248 +23%
TFM
781
TFC Financial Management
Massachusetts
$47.4K – – –
JGCM
782
Joseph Group Capital Management
Ohio
$45.3K +$44.6K +1,249 New
AF
783
Align Financial
Minnesota
$44.8K – – –
IFWM
784
Institute for Wealth Management
Colorado
$44.5K +$43.8K +1,226 New
SWM
785
Spire Wealth Management
Virginia
$44K +$36 +1 +0.1%
LF
786
LifeSteps Financial
California
$43.1K +$42.5K +1,190 New
HI
787
Hoey Investments
Pennsylvania
$39.9K -$821 -23 -2%
GGI
788
Godsey & Gibb Inc
Virginia
$39.3K -$4.86K -136 -11%
PWA
789
Physician Wealth Advisors
Utah
$38.7K – – –
TWM
790
Topsail Wealth Management
North Carolina
$38.6K +$38K +1,065 New
POIA
791
Pin Oak Investment Advisors
Texas
$38K – – –
MNA
792
Manning & Napier Advisors
New York
$37.7K – – –
MBFW
793
Morton Brown Family Wealth
Pennsylvania
$32.3K – – –
FC
794
Financial Consulate
Maryland
$31.6K – – –
BTI
795
Blue Trust Inc
Georgia
$31.2K +$4.04K +113 +15%
LWM
796
Lodestone Wealth Management
Washington
$30.9K – – –
SIS
797
Strategic Investment Solutions
Illinois
$28.3K +$71 +2 +0.3%
CVM
798
Cheviot Value Management
California
$27.5K +$1.36K +38 +5%
PP
799
PFS Partners
New Jersey
$26.8K – – –
TCM
800
Timbuktu Capital Management
Massachusetts
$25.4K +$25K +700 New
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32
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