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Schwab Fundamental US Large Company Index ETF
FNDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
IHT Wealth Management
301
IHT Wealth Management
Illinois
USD 1.8 M +USD 4.95 k +164 +0.3%
Whipplewood Advisors
302
Whipplewood Advisors
Colorado
USD 1.79 M -USD 40.6 k -1,344 -2%
Spartan Wealth Advisory Services LLC
303
Spartan Wealth Advisory Services LLC
Michigan
USD 1.77 M +USD 175 k +5,801 +11%
Capital Investment Advisors
304
Capital Investment Advisors
Georgia
USD 1.77 M -USD 151 k -4,997 -8%
BPI
305
BFC Planning, Inc.
Iowa
USD 1.76 M +USD 85.3 k +2,827 +5%
Perryman Financial Advisory
306
Perryman Financial Advisory
Texas
USD 1.74 M +USD 95.2 k +3,153 +6%
Pinnacle Wealth Planning Services
307
Pinnacle Wealth Planning Services
Ohio
USD 1.7 M – – –
CNBTD
308
Citizens National Bank Trust Department
Mississippi
USD 1.7 M +USD 195 k +6,469 +13%
Schrum Private Wealth Management
309
Schrum Private Wealth Management
Florida
USD 1.69 M -USD 1.46 M -48,450 -65%
Brand Asset Management Group
310
Brand Asset Management Group
Missouri
USD 1.69 M -USD 23.1 k -767 -1%
Jacobi Capital Management
311
Jacobi Capital Management
Pennsylvania
USD 1.68 M +USD 6.16 k +204 +0.4%
Larson Financial Group
312
Larson Financial Group
Missouri
USD 1.67 M -USD 526 k -17,415 -25%
BFCFSI
313
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Iowa
USD 1.66 M +USD 51.1 k +1,694 +3%
Avestar Capital
314
Avestar Capital
New York
USD 1.63 M – – –
MidAtlantic Capital Management
315
MidAtlantic Capital Management
Virginia
USD 1.6 M -USD 79.9 k -2,647 -5%
Capasso Planning Partners
316
Capasso Planning Partners
South Carolina
USD 1.58 M -USD 33.6 k -1,114 -2%
Gryphon Financial Partners
317
Gryphon Financial Partners
Ohio
USD 1.58 M +USD 82.1 k +2,720 +6%
Yoder Wealth Management
318
Yoder Wealth Management
California
USD 1.55 M -USD 201 k -6,662 -12%
Values Added Financial
319
Values Added Financial
District of Columbia
USD 1.55 M – – –
Red Reef Advisors
320
Red Reef Advisors
Florida
USD 1.54 M +USD 5.34 k +177 +0.4%
Kingswood Wealth Advisors
321
Kingswood Wealth Advisors
California
USD 1.52 M +USD 29.2 k +969 +2%
MA
322
McGrath & Associates
North Carolina
USD 1.51 M -USD 211 k -6,995 -13%
AMI Investment Management
323
AMI Investment Management
Indiana
USD 1.5 M – – –
Financial Planning Hawaii
324
Financial Planning Hawaii
Hawaii
USD 1.5 M +USD 143 k +4,749 +11%
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
USD 1.5 M +USD 560 k +18,553 +62%
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