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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
126
CGN Advisors
Kansas
$1.16M – – –
LIM
127
Leavell Investment Management
Alabama
$1.14M -$80.2K -2,792 -7%
DP
128
DDD Partners
Washington
$1.13M +$45.6K +1,588 +4%
CFA
129
Cahill Financial Advisors
Minnesota
$1.12M +$77.2K +2,686 +8%
WSFS
130
Wilmington Savings Fund Society
Delaware
$1.12M +$1.08M +37,686 New
ADL
131
Asset Dedication LLC
California
$1.1M -$444K -15,436 -29%
HFS
132
Howard Financial Services
Texas
$1.09M +$7.07K +246 +0.7%
CFGA
133
Cambridge Financial Group (Arizona)
Arizona
$1.04M – – –
RMF
134
Red Mountain Financial
Colorado
$1.01M +$6.09K +212 +0.6%
RA
135
RFG Advisory
Alabama
$949K -$10.5K -366 -1%
SOS
136
Silver Oak Securities
Tennessee
$901K +$319K +11,082 +58%
JAG
137
Journey Advisory Group
Kentucky
$888K – – –
TFS
138
Thoroughbred Financial Services
Tennessee
$885K +$57 +2 +0%
TRCT
139
Tower Research Capital (TRC)
New York
$884K -$931K -32,394 -52%
BPA
140
Beacon Pointe Advisors
California
$884K +$180K +6,248 +27%
EWM
141
Empirical Wealth Management
Washington
$872K -$374K -13,014 -31%
APW
142
Austin Private Wealth
Texas
$868K -$64.8K -2,254 -7%
TAM
143
Townsend Asset Management
North Carolina
$864K +$632 +22 +0.1%
AAS
144
Asset Allocation Strategies
Michigan
$858K +$828K +28,802 New
WTA
145
Washington Trust Advisors
Massachusetts
$850K -$40.3K -1,402 -5%
CFO
146
CVA Family Office
Colorado
$846K -$3.68K -128 -0.4%
AWM
147
Axxcess Wealth Management
California
$823K -$8.45K -294 -1%
DWT
148
Dorsey & Whitney Trust
South Dakota
$818K – – –
AWM
149
Aspire Wealth Management
Massachusetts
$803K +$12K +418 +2%
JCIA
150
Jackson Creek Investment Advisors
Colorado
$796K -$6.96K -242 -0.9%
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