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icono de SCHD

Schwab US Dividend Equity ETF
SCHD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MS
276
Monetary Solutions
Ohio
USD 12.5 M -USD 315 k -9,929 -2%
XML Financial
277
XML Financial
Maryland
USD 12.4 M -USD 394 k -12,411 -3%
Baker Ellis Asset Management
278
Baker Ellis Asset Management
Washington
USD 12.3 M +USD 168 k +5,300 +1%
Avior Wealth Management
279
Avior Wealth Management
Nebraska
USD 12.3 M -USD 937 k -29,541 -7%
AAA
280
American Alpha Advisors
New York
USD 12.3 M +USD 151 k +4,763 +1%
Midwest Financial Group
281
Midwest Financial Group
Kansas
USD 12.2 M +USD 168 k +5,288 +1%
Fifth Third Wealth Advisors
282
Fifth Third Wealth Advisors
Ohio
USD 12.2 M +USD 4.83 M +152,093 +65%
Integral Investment Advisors
283
Integral Investment Advisors
California
USD 12.2 M +USD 629 k +19,842 +5%
LWM
284
Latko Wealth Management
Illinois
USD 12.1 M +USD 872 k +27,483 +8%
Clay Northam Wealth Management
285
Clay Northam Wealth Management
California
USD 12.1 M -USD 170 k -5,362 -1%
Fairway Financial
286
Fairway Financial
Florida
USD 12.1 M +USD 123 k +3,891 +1%
Keystone Financial Group (Georgia)
287
Keystone Financial Group (Georgia)
Georgia
USD 12.1 M -USD 354 k -11,162 -3%
WealthPlan Investment Management
288
WealthPlan Investment Management
Nebraska
USD 12.1 M +USD 6.74 M +212,564 +127%
Cahill Financial Advisors
289
Cahill Financial Advisors
Minnesota
USD 12 M +USD 705 k +22,218 +6%
Kestra Private Wealth Services
290
Kestra Private Wealth Services
Texas
USD 12 M +USD 923 k +29,087 +8%
Kingswood Wealth Advisors
291
Kingswood Wealth Advisors
California
USD 12 M -USD 680 k -21,439 -5%
Clearstead Advisors
292
Clearstead Advisors
Ohio
USD 12 M -USD 1.75 M -55,005 -13%
Moran Wealth Management
293
Moran Wealth Management
Florida
USD 11.9 M +USD 1.95 M +61,514 +20%
Signature Estate & Investment Advisors
294
Signature Estate & Investment Advisors
California
USD 11.9 M -USD 1.03 M -32,333 -8%
Friday Financial
295
Friday Financial
Iowa
USD 11.8 M +USD 1.03 M +32,399 +10%
AssetMark Inc
296
AssetMark Inc
California
USD 11.6 M +USD 867 k +27,329 +8%
Winthrop Advisory Group
297
Winthrop Advisory Group
Massachusetts
USD 11.6 M -USD 236 k -7,448 -2%
Level Four Advisory Services
298
Level Four Advisory Services
Texas
USD 11.6 M +USD 3.11 M +98,179 +37%
Kellett Wealth Advisors
299
Kellett Wealth Advisors
Ohio
USD 11.6 M +USD 711 k +22,409 +7%
Bell Investment Advisors
300
Bell Investment Advisors
California
USD 11.6 M +USD 67.6 k +2,131 +0.6%
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