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Schwab US Large-Cap Growth ETF
SCHG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Financial Advisors Network
101
Financial Advisors Network
California
USD 45.8 M +USD 1.12 M +33,748 +3%
Vestwell Advisors
102
Vestwell Advisors
New York
USD 45.3 M – – –
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
USD 44.1 M -USD 503 k -15,185 -1%
Facet Wealth Inc
104
Facet Wealth Inc
Maryland
USD 44 M -USD 1.2 M -36,107 -3%
Provident Wealth Management
105
Provident Wealth Management
Tennessee
USD 43.2 M -USD 232 k -6,995 -0.5%
BIP Wealth
106
BIP Wealth
Georgia
USD 43.2 M -USD 22.2 M -670,259 -34%
Curtis Advisory Group
107
Curtis Advisory Group
California
USD 42.6 M +USD 2.14 M +64,655 +5%
Choreo LLC
108
Choreo LLC
Illinois
USD 42.4 M +USD 493 k +14,864 +1%
Rollins Financial Advisors
109
Rollins Financial Advisors
New York
USD 42.2 M -USD 2.82 M -85,015 -6%
AQR Capital Management
110
AQR Capital Management
Connecticut
USD 41.8 M +USD 10.6 M +321,075 +34%
Mokosak Advisory Group
111
Mokosak Advisory Group
Iowa
USD 40.8 M +USD 512 k +15,438 +1%
Novem Group
112
Novem Group
New York
USD 40.3 M +USD 1.09 M +32,994 +3%
Financial Synergies Wealth Advisors
113
Financial Synergies Wealth Advisors
Texas
USD 39.9 M -USD 1.99 M -59,970 -5%
FCA
114
FLC Capital Advisors
California
USD 39.5 M +USD 741 k +22,356 +2%
Valley National Advisers
115
Valley National Advisers
Pennsylvania
USD 38.9 M +USD 2.88 M +86,813 +8%
Advisors Capital Management
116
Advisors Capital Management
New Jersey
USD 38.8 M +USD 5.63 M +170,035 +17%
Serenity Investment Advisors
117
Serenity Investment Advisors
Illinois
USD 38.5 M +USD 886 k +26,751 +2%
Concurrent Investment Advisors
118
Concurrent Investment Advisors
Florida
USD 38.5 M +USD 5.37 M +162,088 +17%
SK Wealth Management
119
SK Wealth Management
Rhode Island
USD 38.3 M -USD 3.69 M -111,312 -9%
Seneca Financial Advisors
120
Seneca Financial Advisors
New York
USD 37.4 M +USD 3.94 M +118,820 +12%
Johnson Investment Counsel
121
Johnson Investment Counsel
Ohio
USD 37.4 M -USD 178 k -5,370 -0.5%
EP Wealth Advisors
122
EP Wealth Advisors
California
USD 35.8 M +USD 11.6 M +350,997 +50%
Richardson Capital Management
123
Richardson Capital Management
Wisconsin
USD 35.3 M -USD 8.38 k -253 -0%
CRA Financial Services
124
CRA Financial Services
New Jersey
USD 35.3 M +USD 193 k +5,830 +0.6%
Certuity
125
Certuity
Florida
USD 35.1 M +USD 2.91 M +87,718 +9%
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