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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 2306 M +USD 105 M +5,144,334 +5%
First Command Advisory Services
2
First Command Advisory Services
Texas
USD 269 M +USD 2.37 M +115,804 +0.9%
Brinker Capital Investments
3
Brinker Capital Investments
Pennsylvania
USD 34.7 M +USD 29.5 M +1,441,456 +550%
Brouwer & Janachowski
4
Brouwer & Janachowski
California
USD 19.3 M -USD 1.27 M -62,226 -6%
Vigilant Capital Management
5
Vigilant Capital Management
Maine
USD 19.3 M +USD 794 k +38,820 +4%
Riverpoint Wealth Management Holdings
6
Riverpoint Wealth Management Holdings
Illinois
USD 11 M +USD 385 k +18,804 +4%
CreativeOne Wealth
7
CreativeOne Wealth
Kansas
USD 8.38 M -USD 3.14 M -153,706 -27%
Arlington Financial Advisors
8
Arlington Financial Advisors
California
USD 7.56 M +USD 405 k +19,802 +5%
Delphi Private Advisors
9
Delphi Private Advisors
California
USD 6.76 M -USD 454 k -22,192 -6%
United Capital Financial Advisors
10
United Capital Financial Advisors
Texas
USD 6.29 M +USD 417 k +20,376 +7%
ProVise Management Group
11
ProVise Management Group
Florida
USD 6.18 M +USD 355 k +17,366 +6%
OA
12
Opes Advisors
California
USD 5.81 M -USD 16.7 k -814 -0.3%
Relaxing Retirement Coach
13
Relaxing Retirement Coach
Massachusetts
USD 5.48 M -USD 24.1 k -1,178 -0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 4.95 M -USD 109 k -5,330 -2%
SA
15
Strategic Advisors
New York
USD 3.77 M +USD 278 k +13,566 +8%
UBS Group
16
UBS Group
Switzerland
USD 3.64 M +USD 137 k +6,686 +4%
Tiedemann Advisors
17
Tiedemann Advisors
New York
USD 3.55 M +USD 3.15 k +154 +0.1%
Texas Yale Capital Corp
18
Texas Yale Capital Corp
Florida
USD 3.51 M – – –
IFP Advisors
19
IFP Advisors
Florida
USD 3.44 M -USD 98.1 k -4,796 -3%
FWM
20
Frontier Wealth Management
Missouri
USD 3.38 M -USD 1.15 M -56,228 -25%
Jane Street
21
Jane Street
New York
USD 3.25 M +USD 3.27 M +159,836 Nuevas
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 3.22 M +USD 3.11 M +152,260 +2,498%
Financial Architects (New Jersey)
23
Financial Architects (New Jersey)
New Jersey
USD 2.92 M +USD 14.5 k +708 +0.5%
RegentAtlantic Capital
24
RegentAtlantic Capital
New Jersey
USD 2.73 M +USD 472 k +23,080 +21%
Mariner
25
Mariner
Kansas
USD 2.16 M -USD 51.1 k -2,500 -2%
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