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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 1800 M -USD 66.4 M -3,623,398 -3%
First Command Advisory Services
2
First Command Advisory Services
Texas
USD 228 M +USD 12.7 M +695,928 +5%
Vigilant Capital Management
3
Vigilant Capital Management
Maine
USD 15.8 M +USD 293 k +15,986 +2%
Brouwer & Janachowski
4
Brouwer & Janachowski
California
USD 14.5 M -USD 1.18 M -64,600 -7%
RegentAtlantic Capital
5
RegentAtlantic Capital
New Jersey
USD 9.19 M +USD 7.79 M +425,410 +317%
Janiczek Wealth Management
6
Janiczek Wealth Management
Colorado
USD 6.96 M +USD 7.11 M +388,336 +1,087%
McAdam LLC
7
McAdam LLC
Pennsylvania
USD 6.44 M +USD 7.17 M +391,670 +130,557%
Riverpoint Wealth Management Holdings
8
Riverpoint Wealth Management Holdings
Illinois
USD 6.43 M -USD 2.7 M -147,268 -27%
Brinker Capital Investments
9
Brinker Capital Investments
Pennsylvania
USD 6.33 M -USD 24.1 M -1,318,304 -77%
Arlington Financial Advisors
10
Arlington Financial Advisors
California
USD 5.2 M -USD 1.51 M -82,246 -21%
Relaxing Retirement Coach
11
Relaxing Retirement Coach
Massachusetts
USD 5.14 M +USD 803 k +43,852 +16%
ProVise Management Group
12
ProVise Management Group
Florida
USD 4.98 M +USD 2.93 k +160 +0.1%
United Capital Financial Advisors
13
United Capital Financial Advisors
Texas
USD 4.97 M -USD 118 k -6,444 -2%
OA
14
Opes Advisors
California
USD 4.7 M +USD 18.9 k +1,030 +0.4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
USD 4.07 M +USD 84.6 k +4,618 +2%
Ackerman Capital Advisors
16
Ackerman Capital Advisors
Texas
USD 3.96 M +USD 4.42 M +241,316 Nuevas
CreativeOne Wealth
17
CreativeOne Wealth
Kansas
USD 3.82 M -USD 3.28 M -178,814 -43%
Capital One Investing
18
Capital One Investing
Virginia
USD 3.66 M +USD 4.08 M +222,894 Nuevas
Delphi Private Advisors
19
Delphi Private Advisors
California
USD 3.39 M -USD 2.29 M -125,268 -38%
SA
20
Strategic Advisors
New York
USD 3.3 M +USD 296 k +16,134 +9%
Tiedemann Advisors
21
Tiedemann Advisors
New York
USD 2.87 M +USD 8.94 k +488 +0.3%
Texas Yale Capital Corp
22
Texas Yale Capital Corp
Florida
USD 2.76 M -USD 73.3 k -4,000 -2%
UBS Group
23
UBS Group
Switzerland
USD 2.74 M -USD 215 k -11,756 -7%
Financial Architects (New Jersey)
24
Financial Architects (New Jersey)
New Jersey
USD 2.57 M +USD 236 k +12,902 +9%
Mokosak Advisory Group
25
Mokosak Advisory Group
Iowa
USD 2.53 M +USD 2.83 M +154,484 Nuevas
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