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Schwab International Small-Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$736K +$126K +3,422 +20%
SFG
77
Sage Financial Group
Pennsylvania
$707K -$1.7K -46 -0.2%
IAA
78
Ironsides Asset Advisors
North Carolina
$699K -$935K -25,310 -57%
IA
79
IFP Advisors
Florida
$668K +$37.1K +1,005 +6%
LSAG
80
Lake Street Advisors Group
New Hampshire
$662K
IAS
81
IMA Advisory Services
Colorado
$628K -$9.05K -245 -1%
BFPW
82
BOK Financial Private Wealth
Colorado
$624K -$16.8K -454 -3%
FBB
83
Fulton Breakefield Broenniman
Maryland
$570K +$10.4K +282 +2%
FF
84
Friedenthal Financial
New Jersey
$561K -$41.9K -1,134 -7%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$553K +$14.1K +381 +3%
FMC
86
First Merchants Corp
Indiana
$547K
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$542K +$11.8K +318 +2%
TIM
88
Tortoise Investment Management
New York
$539K +$31.3K +847 +6%
PPA
89
Parametric Portfolio Associates
Washington
$509K +$522K +14,120 New
HighTower Advisors
90
HighTower Advisors
Illinois
$490K +$281K +7,599 +121%
CM
91
Cornerstone Management
Georgia
$481K
FANJ
92
Financial Architects (New Jersey)
New Jersey
$456K +$85.7K +2,319 +22%
VCP
93
Vista Capital Partners
Oregon
$446K -$739 -20 -0.2%
GAM
94
Garrison Asset Management
Arkansas
$438K +$11.2K +304 +3%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$433K
MWM
96
Mission Wealth Management
California
$424K +$123K +3,325 +39%
BC
97
Bartlett & Co
Ohio
$413K
BCWM
98
Bartlett & Co Wealth Management
Ohio
$413K
AWMG
99
Alliance Wealth Management Group
New Jersey
$408K -$881K -23,852 -68%
TCM
100
Towercrest Capital Management
Pennsylvania
$408K +$418K +11,321 New