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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
376
Castleview Partners
Texas
$21.1K – – –
AP
377
Aspect Partners
Virginia
$20.6K – – –
CCM
378
Chilton Capital Management
Texas
$19.8K – – –
GWSA
379
Global Wealth Strategies & Associates
Colorado
$19.2K +$61 +2 +0.3%
SIC
380
Salem Investment Counselors
North Carolina
$18.8K +$12K +392 +163%
SIC
381
SJS Investment Consulting
Ohio
$17.3K – – –
KSWA
382
Kathleen S. Wright Associates
Pennsylvania
$16.6K – – –
GSWM
383
Golden State Wealth Management
California
$15.1K +$15.6K +510 New
SL
384
Salomon & Ludwin
Virginia
$13.8K +$3.12K +102 +28%
W
385
WealthCollab
Washington
$13K – – –
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$12.9K – – –
MA
387
Modus Advisors
Minnesota
$12.4K +$12.7K +416 New
ATC
388
Adirondack Trust Company
New York
$12.2K – – –
GWS
389
Glassman Wealth Services
Virginia
$12.2K – – –
BTI
390
Blue Trust Inc
Georgia
$12.1K +$12.5K +408 New
KWAG
391
Kiely Wealth Advisory Group
North Carolina
$11.8K -$11.9K -388 -50%
BL
392
BFSG LLC
California
$10.9K – – –
SWM
393
Spire Wealth Management
Virginia
$10.6K – – –
RWM
394
Rialto Wealth Management
New York
$10.6K +$10.9K +358 New
GWANC
395
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.6K +$10.9K +356 New
AAG
396
Armstrong Advisory Group
Massachusetts
$9.45K – – –
HI
397
Human Investing
Oregon
$9.27K +$9.53K +312 New
AWM
398
Accredited Wealth Management
Kentucky
$8.49K +$8.73K +286 New
NP
399
NorthRock Partners
Minnesota
$8.44K +$6.05K +198 +230%
KFI
400
Key Financial Inc
Pennsylvania
$8.32K – – –
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16
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