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Schwab Fundamental US Small Company Index ETF
FNDA

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
201
Atlas Capital Advisors
Wyoming
$9.64K – – –
ATC
202
Adirondack Trust Company
New York
$9K – – –
BHWM
203
Beaird Harris Wealth Management
Texas
$9K – – –
WT
204
Washington Trust
Rhode Island
$8K – – –
JFA
205
JNBA Financial Advisors
Minnesota
$8K +$1.38K +56 +19%
HFS
206
Hantz Financial Services
Michigan
$7K -$22.4K -906 -74%
AWM
207
Abound Wealth Management
Tennessee
$6.16K – – –
PMFA
208
Plante Moran Financial Advisors
Michigan
$6K -$21.7K -880 -76%
KFI
209
Key Financial Inc
Pennsylvania
$6K – – –
LWA
210
Lowe Wealth Advisors
Maryland
$6K – – –
AC
211
AlphaCore Capital
California
$6K +$6.62K +268 New
LF
212
Lee Financial
Texas
$6K +$6.62K +268 New
TFP
213
Tilia Fiduciary Partners
North Carolina
$5K -$790 -32 -13%
JWBC
214
John W. Brooker & Co
California
$5K – – –
RF
215
Robbins Farley
New Hampshire
$5K – – –
GWM
216
Geneos Wealth Management
Colorado
$5K +$2.32K +94 +59%
WFA
217
WestHill Financial Advisors
California
$4K -$1.33K -54 -24%
CAL
218
Capital Analysts LLC
Pennsylvania
$4K – – –
IWP
219
IAG Wealth Partners
Wisconsin
$4K – – –
MHR
220
Matthew Hamilton Rosenberg
$4K – – –
SIC
221
Salem Investment Counselors
North Carolina
$4K – – –
TCWA
222
Ten Capital Wealth Advisors
Washington
$4K – – –
TF
223
TimeScale Financial
Massachusetts
$4K – – –
BWL
224
Bogart Wealth LLC
Virginia
$4K +$49 +2 +1%
SAM
225
Strategic Asset Management
Minnesota
$4K +$4.69K +190 New
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9
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