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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
251
Abound Wealth Management
Tennessee
$6.63K – – –
LWA
252
Lowe Wealth Advisors
Maryland
$6.38K – – –
EWM
253
Endurance Wealth Management
Rhode Island
$6K – – –
JFA
254
JNBA Financial Advisors
Minnesota
$5.94K -$2.75K -110 -31%
RF
255
Robbins Farley
New Hampshire
$5.65K – – –
HCM
256
Hollencrest Capital Management
California
$5.4K – – –
TFP
257
Tilia Fiduciary Partners
North Carolina
$4.61K +$1.45K +58 +44%
S
258
SignatureFD
Georgia
$4.28K +$3.2K +128 +267%
TCWA
259
Ten Capital Wealth Advisors
Washington
$4.23K – – –
TF
260
TimeScale Financial
Massachusetts
$4.19K – – –
BWM
261
BerganKDV Wealth Management
Minnesota
$4.13K -$4.15K -166 -49%
CAL
262
Capital Analysts LLC
Pennsylvania
$4K – – –
DAM
263
Delta Asset Management
Tennessee
$3.94K – – –
BWL
264
Bogart Wealth LLC
Virginia
$3.89K -$50 -2 -1%
SIS
265
Strategic Investment Solutions
Illinois
$3.89K +$4K +160 New
MHR
266
Matthew Hamilton Rosenberg
$3.8K – – –
GWM
267
Geneos Wealth Management
Colorado
$2.97K – – –
TIM
268
Tortoise Investment Management
New York
$2.87K – – –
CA
269
Clearstead Advisors
Ohio
$2.77K -$8.54K -342 -75%
BFPW
270
BOK Financial Private Wealth
Colorado
$2.73K +$2.8K +112 New
CWP
271
Concord Wealth Partners
Virginia
$2.72K – – –
CSWM
272
Cassady Schiller Wealth Management
Ohio
$2.68K – – –
SWA
273
SOA Wealth Advisors
New York
$2.68K – – –
GEA
274
Glen Eagle Advisors
New Jersey
$2.57K +$2.05K +82 +342%
MSFP
275
Mark Sheptoff Financial Planning
Connecticut
$2.53K – – –
9 10
11
12 13