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Schwab US Broad Market ETF
SCHB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Summit Financial Strategies
51
Summit Financial Strategies
Ohio
USD 67.4 M -USD 9.7 M -346,030 -13%
Aptus Capital Advisors
52
Aptus Capital Advisors
Alabama
USD 67.3 M +USD 2.58 M +92,317 +4%
Sunburst Financial Group
53
Sunburst Financial Group
Alabama
USD 65.6 M +USD 2.58 M +92,327 +4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
USD 63.7 M -USD 9.32 M -333,007 -13%
Caprock Group
55
Caprock Group
Idaho
USD 60.4 M -USD 135 k -4,817 -0.2%
WBH Advisory
56
WBH Advisory
Maryland
USD 60 M -USD 1.31 M -46,809 -2%
Allworth Financial
57
Allworth Financial
California
USD 52.4 M +USD 2.97 M +106,193 +6%
CMAI
58
Capital Management Associates Inc
Minnesota
USD 51.8 M +USD 110 k +3,940 +0.2%
Ethos Financial Group
59
Ethos Financial Group
Pennsylvania
USD 50.7 M -USD 6.46 M -230,690 -11%
Leading Edge Financial Planning
60
Leading Edge Financial Planning
Tennessee
USD 50.6 M +USD 3.02 M +107,956 +7%
Roundview Capital
61
Roundview Capital
New Jersey
USD 50.5 M +USD 1.76 M +63,010 +4%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
USD 49.8 M +USD 133 k +4,752 +0.3%
Cerity Partners
63
Cerity Partners
New York
USD 47.9 M +USD 9.9 M +353,178 +27%
Truist Financial
64
Truist Financial
North Carolina
USD 47.7 M +USD 226 k +8,070 +0.5%
Boulder Wealth Advisors
65
Boulder Wealth Advisors
Colorado
USD 47.5 M +USD 670 k +23,926 +1%
CIA
66
Cape Investment Advisory
Georgia
USD 46.3 M +USD 365 k +13,024 +0.8%
Modern Wealth Management
67
Modern Wealth Management
Kansas
USD 46.1 M +USD 1.76 M +62,989 +4%
ACM
68
Appalachian Capital Management
Ohio
USD 45.7 M +USD 107 k +3,836 +0.2%
Tanglewood Wealth Management
69
Tanglewood Wealth Management
Texas
USD 45.7 M +USD 1.19 M +42,595 +3%
Heritage Wealth Architects
70
Heritage Wealth Architects
Minnesota
USD 44.1 M +USD 564 k +20,153 +1%
AQR Capital Management
71
AQR Capital Management
Connecticut
USD 41.9 M +USD 10.4 M +370,778 +34%
Goldman Sachs
72
Goldman Sachs
New York
USD 40.1 M +USD 40.6 k +1,450 +0.1%
Jaffetilchin Investment Partners
73
Jaffetilchin Investment Partners
Florida
USD 39.6 M +USD 428 k +15,297 +1%
MAI Capital Management
74
MAI Capital Management
Ohio
USD 36.7 M +USD 749 k +26,768 +2%
Legacy Private Trust
75
Legacy Private Trust
Wisconsin
USD 36.3 M -USD 794 k -28,354 -2%
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