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Schwab Emerging Markets Equity ETF
SCHE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$418K +$134K +5,462 +48%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$412K +$171K +6,937 +72%
FFA
178
Fragasso Financial Advisors
Pennsylvania
$406K – – –
NB
179
Nicolet Bankshares
Wisconsin
$404K +$3.69K +150 +0.9%
JWM
180
Janiczek Wealth Management
Colorado
$404K +$399K +16,239 New
MIAN
181
Mariner Independent Advisor Network
Kansas
$402K +$398K +16,210 New
CWM
182
Confluence Wealth Management
Oregon
$400K – – –
OIA
183
OneDigital Investment Advisors
Kansas
$389K +$385K +15,662 New
UAS
184
United Asset Strategies
New York
$386K +$382K +15,553 New
VNA
185
Valley National Advisers
Pennsylvania
$385K -$43.6K -1,772 -10%
RW
186
REDW Wealth
New Mexico
$377K +$12.8K +521 +4%
GG
187
Gofen & Glossberg
Illinois
$358K +$3.05K +124 +0.9%
IAS
188
IMA Advisory Services
Colorado
$358K +$42.5K +1,730 +14%
BAM
189
Barrett Asset Management
New York
$354K +$181K +7,350 +107%
BWA
190
Burt Wealth Advisors
Maryland
$350K +$37.4K +1,520 +12%
ADL
191
Asset Dedication LLC
California
$347K +$18.9K +769 +6%
GI
192
Gradient Investments
Minnesota
$346K +$36.6K +1,488 +12%
KFC
193
Klingenstein Fields & Co
New York
$345K +$342K +13,901 New
SSWM
194
Sheets Smith Wealth Management
North Carolina
$336K +$88.7K +3,607 +36%
SFS
195
Summit Financial Strategies
Ohio
$336K +$126K +5,132 +61%
MAM
196
Meeder Asset Management
Ohio
$331K +$327K +13,311 New
BSW
197
Buckingham Strategic Wealth
Missouri
$329K -$6.17K -251 -2%
KA
198
Klingman & Associates
New York
$327K – – –
AAC
199
Asset Advisors Corp
Georgia
$326K +$36.5K +1,485 +13%
WCM
200
Wealthcare Capital Management
Virginia
$325K – – –
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