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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
201
Plante Moran Financial Advisors
Michigan
$7K – – –
KFI
202
Key Financial Inc
Pennsylvania
$7K +$7.45K +280 New
RF
203
Robbins Farley
New Hampshire
$6K – – –
JFA
204
JNBA Financial Advisors
Minnesota
$5K – – –
TF
205
TimeScale Financial
Massachusetts
$5K +$4.58K +172 New
FWM
206
Filbrandt Wealth Management
Wisconsin
$5K +$4.74K +178 New
TCOV
207
Trust Company of Vermont
Vermont
$5K +$5.38K +202 New
PA
208
Parallel Advisors
California
$4K – – –
SIC
209
Salem Investment Counselors
North Carolina
$4K – – –
DAM
210
Delta Asset Management
Tennessee
$4K +$4.31K +162 New
AWA
211
Arkadios Wealth Advisors
Georgia
$3K – – –
CAAS
212
Capital Asset Advisory Services
Michigan
$3K – – –
FWM
213
Focused Wealth Management
New York
$3K – – –
MSFP
214
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
HCP
215
Hexagon Capital Partners
Arkansas
$3K +$2.5K +94 New
AIM
216
Anchor Investment Management
South Carolina
$2.18K – – –
AC
217
AlphaCore Capital
California
$2K -$6.28K -236 -77%
FMP
218
Financial Management Professionals
Texas
$2K – – –
MFT
219
Moisand Fitzgerald Tamayo
Florida
$2K – – –
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$2K +$1.54K +58 New
HPC
221
HM Payson & Co
Maine
$1K -$12.4K -464 -96%
CA
222
Clearstead Advisors
Ohio
$1K – – –
GWSG
223
GPS Wealth Strategies Group
Colorado
$1K – – –
POIA
224
Pin Oak Investment Advisors
Texas
$1K – – –
TFGT
225
TS Financial Group (TSFG)
Illinois
$1K – – –
6 7 8
9
10