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Schwab Fundamental US Broad Market Index ETF
FNDB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SFMG Wealth Advisors
1
SFMG Wealth Advisors
Texas
USD 26.3 M +USD 1.34 M +135,126 +5%
RPGK
2
Retirement Planning Group (Kansas)
Kansas
USD 13.1 M +USD 89.1 k +9,006 +0.7%
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
USD 9.9 M -USD 641 k -64,821 -6%
Tiller Private Wealth
4
Tiller Private Wealth
Pennsylvania
USD 5.79 M -USD 238 k -24,006 -4%
HighTower Advisors
5
HighTower Advisors
Illinois
USD 3.42 M +USD 425 k +42,945 +14%
Callan Capital
6
Callan Capital
California
USD 1.34 M +USD 1.33 M +134,202 Nuevas
Vigilant Capital Management
7
Vigilant Capital Management
Maine
USD 1.31 M +USD 68.3 k +6,900 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
USD 1.02 M +USD 26.7 k +2,700 +3%
SOL Capital Management
9
SOL Capital Management
Maryland
USD 852 k -USD 45 k -4,548 -5%
LPL Financial
10
LPL Financial
California
USD 726 k +USD 337 k +34,041 +88%
Wealthspire Advisors (Maryland)
11
Wealthspire Advisors (Maryland)
Maryland
USD 680 k +USD 594 +60 +0.1%
Citigroup
12
Citigroup
New York
USD 572 k +USD 1.66 k +168 +0.3%
Ameriprise
13
Ameriprise
Minnesota
USD 548 k -USD 22.9 k -2,313 -4%
Valley National Advisers
14
Valley National Advisers
Pennsylvania
USD 460 k +USD 5.02 k +507 +1%
PA
15
Paracle Advisors
Washington
USD 386 k +USD 9.9 k +999 +3%
LVW Advisors
16
LVW Advisors
New York
USD 374 k -USD 176 k -17,781 -32%
ProVise Management Group
17
ProVise Management Group
Florida
USD 346 k +USD 742 +75 +0.2%
MYCIO Wealth Partners
18
MYCIO Wealth Partners
Pennsylvania
USD 310 k +USD 307 k +30,990 Nuevas
Carnegie Investment Counsel
19
Carnegie Investment Counsel
Ohio
USD 290 k +USD 66.5 k +6,720 +31%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 278 k -USD 28.1 k -2,841 -9%
Advisor Group
21
Advisor Group
Arizona
USD 210 k +USD 208 k +21,000 Nuevas
Sandy Spring Bank
22
Sandy Spring Bank
Maryland
USD 184 k -USD 19.4 k -1,965 -10%
Bank of America
23
Bank of America
North Carolina
USD 58 k +USD 386 +39 +0.7%
UBS Group
24
UBS Group
Switzerland
USD 53 k – – –
Colony Group
25
Colony Group
Massachusetts
USD 36 k +USD 35.9 k +3,630 Nuevas
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