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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
$2.9K +$3.1K +106 New
FFA
402
Founders Financial Alliance
North Carolina
$2.63K – – –
EWP
403
Elevation Wealth Partners
California
$2.6K – – –
FMP
404
Financial Management Professionals
Texas
$2.22K – – –
AIM
405
Anchor Investment Management
South Carolina
$2.19K – – –
IRC
406
Investors Research Corp
Georgia
$2.19K – – –
HNB
407
Huntington National Bank
Ohio
$2.08K – – –
CFFP
408
Center for Financial Planning
Michigan
$1.92K +$2.05K +70 New
WWMSC
409
Wagner Wealth Management (South Carolina)
South Carolina
$1.79K +$293 +10 +18%
RF
410
Robinswood Financial
Washington
$1.65K – – –
RF
411
Rossby Financial
Florida
$1.6K +$1.78K +61 New
GK
412
Graney & King
New York
$1.51K – – –
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$1.42K – – –
GSWM
414
Golden State Wealth Management
California
$1.31K -$13.5K -462 -91%
PIP
415
Peachtree Investment Partners
Florida
$1.26K – – –
IWP
416
IAG Wealth Partners
Wisconsin
$1.15K +$1.23K +42 New
FGAM
417
Financial Gravity Asset Management
Texas
$1.04K +$1.11K +38 New
BAM
418
Byrne Asset Management
New Jersey
$822 – – –
RIL
419
Rothschild Investment LLC
Illinois
$767 – – –
PFBT
420
Parkside Financial Bank & Trust
Missouri
$714 – – –
HC
421
Hurley Capital
New York
$556 – – –
LWMI
422
Legacy Wealth Management (Idaho)
Idaho
$384 +$410 +14 New
AEPWM
423
Atlantic Edge Private Wealth Management
Florida
$55 – – –
LC
424
Lindbrook Capital
California
$1 – – –
RBCM
425
Raub Brock Capital Management
California
– -$5.46M -183,819 Closed
15 16
17
18 19