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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 Investment Advisory
1
Charles Schwab Investment Advisory
California
USD 780 M +USD 132 M +8,200,910 +22%
Brouwer & Janachowski
2
Brouwer & Janachowski
California
USD 42.5 M -USD 136 k -8,468 -0.3%
Cobblestone Capital Advisors
3
Cobblestone Capital Advisors
New York
USD 28.2 M +USD 278 k +17,272 +1%
Delphi Private Advisors
4
Delphi Private Advisors
California
USD 12 M -USD 5.65 M -350,860 -33%
Vigilant Capital Management
5
Vigilant Capital Management
Maine
USD 8.99 M +USD 38.7 k +2,400 +0.5%
Ladenburg Thalmann Financial Services
6
Ladenburg Thalmann Financial Services
Florida
USD 8.28 M -USD 2.82 M -175,206 -27%
United Capital Financial Advisors
7
United Capital Financial Advisors
Texas
USD 7.29 M -USD 63 k -3,910 -0.9%
Riverpoint Wealth Management Holdings
8
Riverpoint Wealth Management Holdings
Illinois
USD 6.1 M +USD 5.76 M +357,728 Nuevas
ProVise Management Group
9
ProVise Management Group
Florida
USD 5.09 M +USD 775 k +48,124 +19%
FWM
10
Frontier Wealth Management
Missouri
USD 4.73 M +USD 1.63 M +101,178 +57%
Tiedemann Advisors
11
Tiedemann Advisors
New York
USD 4.16 M +USD 3.93 M +243,758 Nuevas
OA
12
Opes Advisors
California
USD 3.86 M +USD 3.65 M +226,412 Nuevas
AssetMark Inc
13
AssetMark Inc
California
USD 2.16 M +USD 124 k +7,696 +6%
Texas Yale Capital Corp
14
Texas Yale Capital Corp
Florida
USD 2.05 M +USD 1.94 M +120,200 Nuevas
Mariner
15
Mariner
Kansas
USD 1.96 M +USD 10 k +622 +0.5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
USD 1.9 M +USD 505 k +31,352 +39%
IFP Advisors
17
IFP Advisors
Florida
USD 1.81 M +USD 104 k +6,454 +6%
Financial Architects (New Jersey)
18
Financial Architects (New Jersey)
New Jersey
USD 1.76 M +USD 23.5 k +1,460 +1%
SA
19
Strategic Advisors
New York
USD 1.61 M +USD 532 k +33,024 +54%
Valley National Advisers
20
Valley National Advisers
Pennsylvania
USD 1.56 M +USD 626 k +38,874 +74%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 1.48 M -USD 121 k -7,504 -8%
Advisor Group
22
Advisor Group
Arizona
USD 1.08 M – – –
Hengehold Capital Management
23
Hengehold Capital Management
Ohio
USD 1.03 M -USD 20.8 k -1,288 -2%
West Coast Financial
24
West Coast Financial
California
USD 946 k -USD 228 k -14,128 -20%
Cabot Wealth Management
25
Cabot Wealth Management
Massachusetts
USD 838 k +USD 144 k +8,936 +22%
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