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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
426
Delta Asset Management
Tennessee
$4.73K -$374 -12 -7%
NFSG
427
Newbridge Financial Services Group
Florida
$4.03K – – –
SC
428
Solstein Capital
California
$3.84K – – –
GWM
429
Greenline Wealth Management
Florida
$3.56K +$3.52K +113 New
KFAS
430
Keating Financial Advisory Services
Kansas
$3.21K +$3.18K +102 New
HHGA
431
Halbert Hargrove Global Advisors
California
$3.18K – – –
TC
432
Trust Company
Kansas
$3.09K +$3.06K +98 New
FFA
433
Founders Financial Alliance
North Carolina
$3.02K – – –
QC
434
Quent Capital
New York
$3.02K +$2.99K +96 New
EWP
435
Elevation Wealth Partners
California
$3.02K +$31 +1 +1%
AIM
436
Anchor Investment Management
South Carolina
$2.52K – – –
AAG
437
Armstrong Advisory Group
Massachusetts
$2.46K – – –
FMP
438
Financial Management Professionals
Texas
$2.3K -$655 -21 -22%
OC
439
Optima Capital
Oregon
$2.21K +$2.18K +70 New
RF
440
Rossby Financial
Florida
$1.92K – – –
RF
441
Robinswood Financial
Washington
$1.89K – – –
GK
442
Graney & King
New York
$1.75K +$31 +1 +2%
MSFP
443
Mark Sheptoff Financial Planning
Connecticut
$1.64K – – –
GSWM
444
Golden State Wealth Management
California
$1.52K – – –
CCMI
445
Creative Capital Management Investments
California
$1.48K +$1.47K +47 New
PIP
446
Peachtree Investment Partners
Florida
$1.47K +$31 +1 +2%
MCA
447
McGuire Capital Advisors
Oklahoma
$1.39K +$1.37K +44 New
PB
448
Prosperity Bancshares
Texas
$1.39K +$1.37K +44 New
FGAM
449
Financial Gravity Asset Management
Texas
$1.2K – – –
CP
450
Camelot Portfolios
Ohio
$1.2K +$1.19K +38 New
16 17
18
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