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Schwab Fundamental US Small Company Index ETF
FNDA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 5222 M -USD 1499 M -42,027,324 -23%
Waddell & Associates
2
Waddell & Associates
Tennessee
USD 110 M +USD 331 k +9,286 +0.3%
Boulay Financial Advisors
3
Boulay Financial Advisors
Minnesota
USD 102 M +USD 95.9 M +2,689,045 Nuevas
Steele Capital Management
4
Steele Capital Management
Iowa
USD 82.8 M +USD 2.45 M +68,568 +3%
PC
5
Prairiewood Capital
North Dakota
USD 79.5 M +USD 1.23 M +34,459 +2%
Clearstead Advisors
6
Clearstead Advisors
Ohio
USD 75 M -USD 63.2 M -1,771,423 -47%
UBS Group
7
UBS Group
Switzerland
USD 56.9 M +USD 606 k +16,985 +1%
Vantagepoint Investment Advisers
8
Vantagepoint Investment Advisers
District of Columbia
USD 55 M – – –
MWP
9
Moller Wealth Partners
USD 46.8 M -USD 1.32 M -36,916 -3%
RWMH
10
Riverpoint Wealth Management Holdings
Illinois
USD 44.7 M +USD 592 k +16,609 +1%
Morgan Stanley
11
Morgan Stanley
New York
USD 43.1 M +USD 110 k +3,077 +0.3%
SFS
12
Solitude Financial Services
Virginia
USD 39.8 M +USD 605 k +16,954 +2%
Bank of America
13
Bank of America
North Carolina
USD 36.6 M +USD 2.18 M +61,018 +7%
Ironwood Investment Counsel
14
Ironwood Investment Counsel
Arizona
USD 34.5 M -USD 1.18 M -33,047 -4%
First Pacific Financial
15
First Pacific Financial
Washington
USD 33.7 M +USD 215 k +6,039 +0.7%
Ameriprise
16
Ameriprise
Minnesota
USD 30.6 M -USD 4.1 M -114,821 -13%
AlphaCore Capital
17
AlphaCore Capital
California
USD 30.5 M -USD 649 k -18,194 -2%
Resonant Capital Advisors
18
Resonant Capital Advisors
Wisconsin
USD 29 M -USD 309 k -8,670 -1%
Savant Capital
19
Savant Capital
Illinois
USD 26.4 M +USD 16.6 M +466,452 +175%
Gemmer Asset Management
20
Gemmer Asset Management
California
USD 25 M +USD 328 k +9,208 +1%
Trilogy Capital
21
Trilogy Capital
California
USD 23.7 M +USD 69.7 k +1,953 +0.3%
WFL
22
Wealth Forward LLC
North Dakota
USD 23 M +USD 415 k +11,634 +2%
SSWG
23
Seven Springs Wealth Group
Tennessee
USD 22.8 M +USD 960 k +26,915 +5%
Osaic Holdings
24
Osaic Holdings
Arizona
USD 21.3 M +USD 15.8 M +441,741 +377%
Mariner
25
Mariner
Kansas
USD 21 M +USD 1.33 M +37,303 +7%
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