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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
276
Elevation Wealth Partners
California
$3.28K +$3.12K +130 New
GWM
277
Geneos Wealth Management
Colorado
$3.08K – – –
SMA
278
Sage Mountain Advisors
Georgia
$3.03K +$2.88K +120 New
CA
279
Clearstead Advisors
Ohio
$2.88K – – –
CWP
280
Concord Wealth Partners
Virginia
$2.83K – – –
CSWM
281
Cassady Schiller Wealth Management
Ohio
$2.77K – – –
SWA
282
SOA Wealth Advisors
New York
$2.77K – – –
GEA
283
Glen Eagle Advisors
New Jersey
$2.68K +$48 +2 +2%
MSFP
284
Mark Sheptoff Financial Planning
Connecticut
$2.62K – – –
KA
285
Kozak & Associates
Colorado
$2.44K – – –
MFT
286
Moisand Fitzgerald Tamayo
Florida
$2.22K – – –
AIM
287
Anchor Investment Management
South Carolina
$2.02K – – –
FMP
288
Financial Management Professionals
Texas
$2K – – –
FCAS
289
First Command Advisory Services
Texas
$1.87K – – –
LC
290
Lindbrook Capital
California
$1.77K – – –
SFC
291
SYM Financial Corp
Indiana
$1.72K +$1.63K +68 New
GT
292
Glenmede Trust
Pennsylvania
$1.46K – – –
IPW
293
Impact Partnership Wealth
Georgia
$1.21K +$1.15K +48 New
PFM
294
Phillips Financial Management
Indiana
$1.01K +$960 +40 New
BAM
295
Byrne Asset Management
New Jersey
$1K – – –
TFA
296
Transamerica Financial Advisors
Florida
$1K – – –
RCM
297
Raleigh Capital Management
North Carolina
$943 – – –
GWSG
298
GPS Wealth Strategies Group
Colorado
$807 – – –
WOSD
299
WFA of San Diego
California
$707 +$672 +28 New
WWMSC
300
Wagner Wealth Management (South Carolina)
South Carolina
$555 +$48 +2 +10%
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