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Schwab US Dividend Equity ETF
SCHD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Goepper Burkhardt
476
Goepper Burkhardt
South Carolina
USD 6.75 M -USD 267 k -8,421 -4%
Northern Trust
477
Northern Trust
Illinois
USD 6.71 M -USD 1.17 M -36,868 -15%
Strategic Wealth Investment Group
478
Strategic Wealth Investment Group
Kentucky
USD 6.71 M +USD 6.72 M +211,700 Nuevas
Stonebridge Financial Group
479
Stonebridge Financial Group
California
USD 6.67 M +USD 6.68 M +210,424 Nuevas
Diversify Wealth Management
480
Diversify Wealth Management
Utah
USD 6.66 M +USD 517 k +16,300 +9%
Diversify Advisory Services
481
Diversify Advisory Services
Utah
USD 6.66 M +USD 6.32 M +199,365 Nuevas
Seek First
482
Seek First
California
USD 6.57 M +USD 204 k +6,446 +3%
HC Advisors
483
HC Advisors
Georgia
USD 6.55 M +USD 541 k +17,055 +9%
CAM
484
CPA Asset Management
Florida
USD 6.45 M +USD 5.51 M +173,793 +589%
Wealthspan Partners
485
Wealthspan Partners
Iowa
USD 6.4 M +USD 134 k +4,221 +2%
Perigon Wealth Management
486
Perigon Wealth Management
California
USD 6.4 M +USD 676 k +21,320 +12%
Johnson Investment Counsel
487
Johnson Investment Counsel
Ohio
USD 6.38 M +USD 1.31 M +41,369 +26%
Apollon Wealth Management
488
Apollon Wealth Management
South Carolina
USD 6.38 M +USD 441 k +13,911 +7%
Sherman Porfolios
489
Sherman Porfolios
Idaho
USD 6.37 M -USD 143 k -4,518 -2%
Kovack Advisors
490
Kovack Advisors
Florida
USD 6.37 M +USD 1.12 M +35,299 +21%
Holos Integrated Wealth
491
Holos Integrated Wealth
Pennsylvania
USD 6.36 M -USD 190 k -6,001 -3%
FourThought Financial Partners
492
FourThought Financial Partners
Florida
USD 6.34 M +USD 558 k +17,584 +10%
First Merchants Corp
493
First Merchants Corp
Indiana
USD 6.34 M -USD 215 k -6,776 -3%
Smartleaf Asset Management
494
Smartleaf Asset Management
Massachusetts
USD 6.34 M – – –
Sendero Wealth Management
495
Sendero Wealth Management
Texas
USD 6.33 M +USD 56.2 k +1,772 +0.9%
Merkkuri Wealth Advisors
496
Merkkuri Wealth Advisors
New York
USD 6.29 M +USD 41.2 k +1,300 +0.7%
Raab & Moskowitz Asset Management
497
Raab & Moskowitz Asset Management
New Jersey
USD 6.29 M +USD 1.63 M +51,413 +35%
Hofer & Associates
498
Hofer & Associates
California
USD 6.27 M +USD 172 k +5,428 +3%
Vigilare Wealth Management
499
Vigilare Wealth Management
Arizona
USD 6.25 M +USD 6.25 M +197,121 Nuevas
MWS
500
MFA Wealth Services
California
USD 6.24 M -USD 170 k -5,372 -3%
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