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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
401
Binnacle Investments
Iowa
$7.82K – – –
HCM
402
Hollencrest Capital Management
California
$6.92K – – –
CCM
403
Chilton Capital Management
Texas
$6.7K +$6.53K +215 New
MCA
404
Midwest Capital Advisors
Michigan
$6.61K +$6.44K +212 New
HI
405
Horizon Investments
North Carolina
$6.23K +$6.07K +200 New
VWM
406
Vermillion Wealth Management
Minnesota
$5.75K -$1.52K -50 -21%
MFT
407
Moisand Fitzgerald Tamayo
Florida
$5.73K – – –
BWL
408
Bogart Wealth LLC
Virginia
$5.42K +$5.29K +174 New
FC
409
Financial Consulate
Maryland
$5.26K +$5.13K +169 New
DAM
410
Delta Asset Management
Tennessee
$5.05K – – –
AFWM
411
Abich Financial Wealth Management
Virginia
$5.05K +$4.92K +162 New
JFA
412
JNBA Financial Advisors
Minnesota
$4.8K -$1.03K -34 -18%
WAG
413
Wiser Advisor Group
Arizona
$4.78K +$4.65K +153 New
CVM
414
Cheviot Value Management
California
$4.76K – – –
GWS
415
Greykasell Wealth Strategies
California
$4.61K – – –
NFSG
416
Newbridge Financial Services Group
Florida
$3.99K – – –
SC
417
Solstein Capital
California
$3.8K – – –
HWP
418
Highline Wealth Partners
California
$3.58K – – –
LWA
419
Lowe Wealth Advisors
Maryland
$3.55K +$3.46K +114 New
HHGA
420
Halbert Hargrove Global Advisors
California
$3.15K +$3.07K +101 New
HFS
421
Hantz Financial Services
Michigan
$3K -$15.8K -521 -85%
FFA
422
Founders Financial Alliance
North Carolina
$2.99K – – –
EWP
423
Elevation Wealth Partners
California
$2.97K – – –
FMP
424
Financial Management Professionals
Texas
$2.93K – – –
AIM
425
Anchor Investment Management
South Carolina
$2.49K – – –
15 16
17
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