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icono de SCHM

Schwab US Mid-Cap ETF
SCHM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Paradigm Strategies in Wealth Management
276
Paradigm Strategies in Wealth Management
Minnesota
USD 3.79 M +USD 91.8 k +2,666 +3%
Savvy Advisors Inc
277
Savvy Advisors Inc
New York
USD 3.78 M -USD 223 k -6,491 -6%
The Wealth Group
278
The Wealth Group
Minnesota
USD 3.77 M -USD 7.4 k -215 -0.2%
Sequoia Financial Advisors
279
Sequoia Financial Advisors
Ohio
USD 3.76 M -USD 447 k -12,974 -11%
Blankinship & Foster
280
Blankinship & Foster
California
USD 3.71 M -USD 964 -28 -0%
John Boyer Inc
281
John Boyer Inc
Florida
USD 3.7 M -USD 13.6 k -396 -0.4%
Wescott Financial Advisory Group
282
Wescott Financial Advisory Group
Pennsylvania
USD 3.68 M -USD 67.1 k -1,951 -2%
Zhang Financial
283
Zhang Financial
Michigan
USD 3.65 M +USD 1.89 k +55 +0.1%
Everhart Financial Group
284
Everhart Financial Group
Ohio
USD 3.64 M -USD 338 k -9,817 -9%
EP Wealth Advisors
285
EP Wealth Advisors
California
USD 3.62 M +USD 223 k +6,469 +7%
Boltwood Capital Management
286
Boltwood Capital Management
California
USD 3.57 M +USD 52.7 k +1,530 +2%
Franklin Resources
287
Franklin Resources
California
USD 3.5 M +USD 124 k +3,602 +4%
Vise Technologies
288
Vise Technologies
New York
USD 3.5 M +USD 58.9 k +1,712 +2%
LifeSteps Financial
289
LifeSteps Financial
California
USD 3.48 M -USD 96.5 k -2,804 -3%
Coldstream Capital Management
290
Coldstream Capital Management
Washington
USD 3.48 M -USD 90.3 k -2,624 -3%
Revolve Wealth Partners
291
Revolve Wealth Partners
New Jersey
USD 3.48 M -USD 86.1 k -2,503 -3%
Advisory Services Network
292
Advisory Services Network
Georgia
USD 3.39 M +USD 1.55 k +45 +0%
UBS AM
293
UBS AM
Illinois
USD 3.37 M -USD 10.1 M -292,331 -76%
PlanWiser Financial
294
PlanWiser Financial
Colorado
USD 3.36 M -USD 55.8 k -1,621 -2%
IHT Wealth Management
295
IHT Wealth Management
Illinois
USD 3.36 M -USD 1.39 M -40,381 -31%
Envision Financial
296
Envision Financial
Wisconsin
USD 3.3 M -USD 279 k -8,102 -8%
Carolina Wealth Management
297
Carolina Wealth Management
North Carolina
USD 3.27 M +USD 3.05 M +88,755 Nuevas
St. Denis J. Villere & Co
298
St. Denis J. Villere & Co
Louisiana
USD 3.25 M +USD 3.04 M +88,281 Nuevas
Meramec Financial Planners
299
Meramec Financial Planners
Missouri
USD 3.23 M -USD 47.9 k -1,391 -1%
True North Advisors
300
True North Advisors
Texas
USD 3.22 M -USD 13.9 k -405 -0.5%
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