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Schwab Fundamental International Small Company Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
51
Northwest Wealth Management
Iowa
$1.29M +$34.6K +1,054 +3%
LWM
52
Liberty Wealth Management
California
$1.2M +$1.19M +36,336 New
ASN
53
Advisory Services Network
Georgia
$1.13M +$93.5K +2,852 +9%
SWM
54
Seed Wealth Management
Illinois
$1.07M -$3.54K -108 -0.3%
Mariner
55
Mariner
Kansas
$1.01M -$5.48K -167 -0.5%
JP Morgan Chase
56
JP Morgan Chase
New York
$991K -$5.18K -158 -0.5%
AAS
57
Avantax Advisory Services
Texas
$864K +$96.3K +2,937 +13%
LPL Financial
58
LPL Financial
California
$832K +$85.2K +2,599 +12%
Osaic Holdings
59
Osaic Holdings
Arizona
$818K +$229K +6,971 +39%
SM
60
Sensible Money
Arizona
$815K -$2.03K -62 -0.3%
JCIA
61
Jackson Creek Investment Advisors
Colorado
$787K -$32.7K -998 -4%
AA
62
Addison Advisors
Vermont
$768K
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$757K +$1.61K +49 +0.2%
YWM
64
Yoder Wealth Management
California
$738K +$731K +22,279 New
Wells Fargo
65
Wells Fargo
California
$693K +$584K +17,797 +570%
RF
66
RHS Financial
California
$685K +$424K +12,935 +167%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$683K +$17.2K +525 +3%
MWM
68
Moran Wealth Management
Florida
$675K -$146K -4,447 -18%
HighTower Advisors
69
HighTower Advisors
Illinois
$655K -$86.7K -2,642 -12%
VT
70
Vise Technologies
New York
$650K -$65K -1,981 -9%
BEAM
71
Baker Ellis Asset Management
Washington
$626K
WP
72
WMS Partners
Maryland
$613K -$34.3K -1,047 -5%
CA
73
Cetera Advisors
Colorado
$573K +$567K +17,298 New
AIA
74
Alera Investment Advisors
Illinois
$571K
FANJ
75
Financial Architects (New Jersey)
New Jersey
$570K -$69.1K -2,107 -11%