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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 1453 M +USD 187 M +10,762,050 +16%
Brouwer & Janachowski
2
Brouwer & Janachowski
California
USD 45.4 M -USD 309 k -17,784 -0.7%
Cobblestone Capital Advisors
3
Cobblestone Capital Advisors
New York
USD 20.9 M -USD 314 k -18,062 -2%
Vigilant Capital Management
4
Vigilant Capital Management
Maine
USD 14.5 M +USD 4.18 M +240,362 +43%
Delphi Private Advisors
5
Delphi Private Advisors
California
USD 7.98 M -USD 75.8 k -4,364 -1%
Riverpoint Wealth Management Holdings
6
Riverpoint Wealth Management Holdings
Illinois
USD 7.87 M +USD 179 k +10,326 +2%
United Capital Financial Advisors
7
United Capital Financial Advisors
Texas
USD 7.84 M -USD 92.2 k -5,306 -1%
OA
8
Opes Advisors
California
USD 5.57 M +USD 180 k +10,346 +3%
ProVise Management Group
9
ProVise Management Group
Florida
USD 5.22 M -USD 347 k -19,986 -6%
FWM
10
Frontier Wealth Management
Missouri
USD 4.72 M -USD 770 k -44,296 -15%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 4.24 M +USD 218 k +12,550 +6%
AssetMark Inc
12
AssetMark Inc
California
USD 3.38 M +USD 59.2 k +3,406 +2%
Tiedemann Advisors
13
Tiedemann Advisors
New York
USD 3.35 M +USD 1.26 M +72,588 +51%
IFP Advisors
14
IFP Advisors
Florida
USD 3.28 M +USD 191 k +10,988 +6%
SA
15
Strategic Advisors
New York
USD 2.67 M +USD 113 k +6,484 +5%
Texas Yale Capital Corp
16
Texas Yale Capital Corp
Florida
USD 2.45 M +USD 261 k +15,000 +12%
Financial Architects (New Jersey)
17
Financial Architects (New Jersey)
New Jersey
USD 2.2 M +USD 21.2 k +1,220 +1%
Mariner
18
Mariner
Kansas
USD 2.02 M -USD 2.95 k -170 -0.2%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 1.62 M -USD 1.75 M -100,642 -53%
UBS Group
20
UBS Group
Switzerland
USD 1.15 M +USD 144 k +8,296 +15%
Valley National Advisers
21
Valley National Advisers
Pennsylvania
USD 1.12 M -USD 50.2 k -2,888 -4%
West Coast Financial
22
West Coast Financial
California
USD 1.05 M +USD 47.7 k +2,744 +5%
Pacific Wealth Strategies Group
23
Pacific Wealth Strategies Group
California
USD 1.04 M +USD 325 k +18,730 +48%
Financial Consulate
24
Financial Consulate
Maryland
USD 892 k +USD 107 k +6,134 +14%
Cambridge Advisors
25
Cambridge Advisors
Nebraska
USD 692 k +USD 32 k +1,842 +5%
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