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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
251
Lowe Wealth Advisors
Maryland
$6.38K – – –
EWM
252
Endurance Wealth Management
Rhode Island
$6K – – –
JFA
253
JNBA Financial Advisors
Minnesota
$5.94K -$2.75K -110 -31%
RF
254
Robbins Farley
New Hampshire
$5.65K – – –
HCM
255
Hollencrest Capital Management
California
$5.4K – – –
TFP
256
Tilia Fiduciary Partners
North Carolina
$4.61K +$1.45K +58 +44%
S
257
SignatureFD
Georgia
$4.28K +$3.2K +128 +267%
TCWA
258
Ten Capital Wealth Advisors
Washington
$4.23K – – –
TF
259
TimeScale Financial
Massachusetts
$4.19K – – –
BWM
260
BerganKDV Wealth Management
Minnesota
$4.13K -$4.15K -166 -49%
CAL
261
Capital Analysts LLC
Pennsylvania
$4K – – –
DAM
262
Delta Asset Management
Tennessee
$3.94K – – –
BWL
263
Bogart Wealth LLC
Virginia
$3.89K -$50 -2 -1%
SIS
264
Strategic Investment Solutions
Illinois
$3.89K +$4K +160 New
MHR
265
Matthew Hamilton Rosenberg
$3.8K – – –
GWM
266
Geneos Wealth Management
Colorado
$2.97K – – –
TIM
267
Tortoise Investment Management
New York
$2.87K – – –
CA
268
Clearstead Advisors
Ohio
$2.77K -$8.54K -342 -75%
BFPW
269
BOK Financial Private Wealth
Colorado
$2.73K +$2.8K +112 New
CWP
270
Concord Wealth Partners
Virginia
$2.72K – – –
CSWM
271
Cassady Schiller Wealth Management
Ohio
$2.68K – – –
SWA
272
SOA Wealth Advisors
New York
$2.68K – – –
GEA
273
Glen Eagle Advisors
New Jersey
$2.57K +$2.05K +82 +342%
MSFP
274
Mark Sheptoff Financial Planning
Connecticut
$2.53K – – –
KA
275
Kozak & Associates
Colorado
$2.34K – – –
9 10
11
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