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Schwab US Broad Market ETF
SCHB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
USD 11.2 M +USD 1.22 M +43,608 +13%
Moneta Group Investment Advisors
202
Moneta Group Investment Advisors
Missouri
USD 11 M -USD 264 k -9,447 -2%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
USD 10.9 M +USD 328 k +11,723 +3%
Madison Wealth Partners
204
Madison Wealth Partners
Wisconsin
USD 10.7 M -USD 222 k -7,935 -2%
Fiduciary Trust
205
Fiduciary Trust
Massachusetts
USD 10.7 M -USD 32.1 k -1,145 -0.3%
Brookstone Capital Management
206
Brookstone Capital Management
Illinois
USD 10.6 M +USD 66.3 k +2,370 +0.7%
FFT Wealth Management
207
FFT Wealth Management
Pennsylvania
USD 10.6 M -USD 226 k -8,075 -2%
Phillip James Consulting
208
Phillip James Consulting
Minnesota
USD 10.4 M +USD 10 M +357,939 Nuevas
JPLA
209
Joseph P. Lucia & Associates
New York
USD 10.2 M +USD 370 k +13,225 +4%
Jane Street
210
Jane Street
New York
USD 10 M -USD 224 -8 -0%
Walter & Keenan Wealth Management
211
Walter & Keenan Wealth Management
Indiana
USD 9.8 M -USD 34.5 k -1,231 -0.4%
Brightwater Advisory
212
Brightwater Advisory
Florida
USD 9.6 M -USD 367 k -13,103 -4%
Disciplined Investors
213
Disciplined Investors
Texas
USD 9.49 M -USD 151 k -5,391 -2%
Valley Forge Investment Consultants
214
Valley Forge Investment Consultants
Pennsylvania
USD 9.4 M +USD 14.3 k +512 +0.2%
Mitchell Sinkler & Starr
215
Mitchell Sinkler & Starr
Pennsylvania
USD 9.35 M -USD 20 k -715 -0.2%
Pathstone Holdings
216
Pathstone Holdings
New Jersey
USD 9.26 M +USD 4.62 M +165,035 +107%
Destination Wealth Management
217
Destination Wealth Management
California
USD 9.26 M -USD 206 k -7,374 -2%
Creekside Partners
218
Creekside Partners
California
USD 9.23 M +USD 69.3 k +2,476 +0.8%
Orcam Financial Group
219
Orcam Financial Group
California
USD 8.95 M -USD 55.8 k -1,993 -0.6%
CFMC
220
Curbstone Financial Management Corp
New Hampshire
USD 8.82 M +USD 58 k +2,070 +0.7%
NBZ Investment Advisors
221
NBZ Investment Advisors
Tennessee
USD 8.78 M -USD 64 k -2,286 -0.7%
Rockbridge Investment Management
222
Rockbridge Investment Management
New York
USD 8.7 M -USD 1.21 M -43,151 -13%
Red Door Wealth Management
223
Red Door Wealth Management
Tennessee
USD 8.65 M +USD 59.9 k +2,141 +0.7%
CVA Family Office
224
CVA Family Office
Colorado
USD 8.62 M -USD 19.2 k -687 -0.2%
Sharkey, Howes & Javer
225
Sharkey, Howes & Javer
Colorado
USD 8.54 M -USD 114 k -4,068 -1%
7 8
9
10 11