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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
251
BerganKDV Wealth Management
Minnesota
$7.83K +$4.57K +194 +137%
AWM
252
Abound Wealth Management
Tennessee
$6.36K – – –
LWA
253
Lowe Wealth Advisors
Maryland
$6.12K – – –
EWM
254
Endurance Wealth Management
Rhode Island
$6K +$5.79K +246 New
KFI
255
Key Financial Inc
Pennsylvania
$5.95K – – –
RF
256
Robbins Farley
New Hampshire
$5.42K – – –
GIA
257
GHP Investment Advisors
Colorado
$5.42K +$5.46K +232 New
HCM
258
Hollencrest Capital Management
California
$5.19K +$5.22K +222 New
FCAS
259
First Command Advisory Services
Texas
$5K +$10.2K +432 +360%
TCWA
260
Ten Capital Wealth Advisors
Washington
$4.07K – – –
WFA
261
WestHill Financial Advisors
California
$4.02K – – –
CAL
262
Capital Analysts LLC
Pennsylvania
$4K – – –
BWL
263
Bogart Wealth LLC
Virginia
$3.79K – – –
DAM
264
Delta Asset Management
Tennessee
$3.78K +$3.81K +162 New
TF
265
TimeScale Financial
Massachusetts
$3.66K – – –
MHR
266
Matthew Hamilton Rosenberg
$3.64K – – –
AAP
267
Arax Advisory Partners
Colorado
$3.64K +$3.67K +156 New
TCA
268
Trifecta Capital Advisors
Illinois
$3.18K +$3.2K +136 New
TFP
269
Tilia Fiduciary Partners
North Carolina
$3.1K – – –
GWM
270
Geneos Wealth Management
Colorado
$2.85K -$894 -38 -24%
TIM
271
Tortoise Investment Management
New York
$2.76K – – –
CWP
272
Concord Wealth Partners
Virginia
$2.6K +$2.63K +112 New
SWA
273
SOA Wealth Advisors
New York
$2.57K – – –
CSWM
274
Cassady Schiller Wealth Management
Ohio
$2.57K +$2.59K +110 New
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$2.43K – – –
9 10
11
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