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Schwab Fundamental US Large Company Index ETF
FNDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Prostatis Group
226
Prostatis Group
Maryland
USD 3.84 M +USD 310 k +10,260 +9%
Lodestar Private Asset Management
227
Lodestar Private Asset Management
California
USD 3.78 M -USD 95 k -3,147 -3%
Mattern Wealth Management
228
Mattern Wealth Management
Kansas
USD 3.73 M +USD 3.62 M +120,000 Nuevas
Wellspring Financial Advisors
229
Wellspring Financial Advisors
Ohio
USD 3.73 M +USD 586 k +19,419 +19%
Meridian Wealth Management
230
Meridian Wealth Management
Kentucky
USD 3.72 M +USD 211 +7 +0%
Private Advisor Group
231
Private Advisor Group
New Jersey
USD 3.65 M -USD 57.8 M -1,914,539 -94%
Cutler Investment Counsel
232
Cutler Investment Counsel
Oregon
USD 3.49 M +USD 1.09 M +36,233 +48%
Savvy Advisors Inc
233
Savvy Advisors Inc
New York
USD 3.46 M +USD 72.1 k +2,390 +2%
Roof Eidam Maycock Peralta (REMP)
234
Roof Eidam Maycock Peralta (REMP)
California
USD 3.44 M +USD 60.8 k +2,016 +2%
Empirical Wealth Management
235
Empirical Wealth Management
Washington
USD 3.42 M +USD 28.2 k +935 +0.9%
HUB Investment Partners
236
HUB Investment Partners
Texas
USD 3.37 M +USD 2.35 M +77,747 +254%
Brinker Capital Investments
237
Brinker Capital Investments
Pennsylvania
USD 3.32 M +USD 66.1 k +2,191 +2%
Cascades Capital Asset Management
238
Cascades Capital Asset Management
North Carolina
USD 3.23 M +USD 11.9 k +394 +0.4%
Whitener Capital Management
239
Whitener Capital Management
North Carolina
USD 3.21 M -USD 77.3 k -2,560 -2%
Perigon Wealth Management
240
Perigon Wealth Management
California
USD 3.2 M -USD 75.1 k -2,490 -2%
Kings Path Partners
241
Kings Path Partners
Texas
USD 3.11 M -USD 17.5 k -580 -0.6%
SteelPeak Wealth
242
SteelPeak Wealth
California
USD 3.09 M +USD 3 M +99,464 Nuevas
Signal Tree Financial Partners
243
Signal Tree Financial Partners
Ohio
USD 3.05 M – – –
Ameritas Advisory Services
244
Ameritas Advisory Services
Nebraska
USD 3.03 M +USD 2.4 M +79,366 +438%
Betterment LLC
245
Betterment LLC
New York
USD 2.98 M +USD 405 k +13,413 +16%
Bleakley Financial Group
246
Bleakley Financial Group
New Jersey
USD 2.97 M +USD 1.26 M +41,748 +78%
Wealthspire Advisors (New York)
247
Wealthspire Advisors (New York)
New York
USD 2.97 M +USD 23.9 k +791 +0.8%
Klingenstein Fields & Co
248
Klingenstein Fields & Co
New York
USD 2.95 M +USD 2.86 M +94,791 Nuevas
Sax Wealth Advisors
249
Sax Wealth Advisors
New Jersey
USD 2.92 M +USD 15.3 k +506 +0.5%
CIBC Bancorp USA
250
CIBC Bancorp USA
Illinois
USD 2.9 M +USD 123 k +4,076 +5%
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