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Schwab US Mid-Cap ETF
SCHM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Adamsbrown Wealth Consultants
476
Adamsbrown Wealth Consultants
Kansas
USD 1.3 M -USD 1.27 k -37 -0.1%
Condor Capital Management
477
Condor Capital Management
New Jersey
USD 1.3 M +USD 18.3 k +532 +2%
Crescent Sterling
478
Crescent Sterling
Louisiana
USD 1.3 M -USD 3.41 k -99 -0.3%
AMG National Trust Bank
479
AMG National Trust Bank
Colorado
USD 1.28 M – – –
Cascade Financial Partners
480
Cascade Financial Partners
California
USD 1.28 M -USD 20.6 k -598 -2%
Integrated Advisors Network
481
Integrated Advisors Network
Texas
USD 1.27 M -USD 122 k -3,555 -9%
Clear Point Advisors
482
Clear Point Advisors
New York
USD 1.27 M +USD 92.9 k +2,700 +9%
Liberty Square Wealth Partners
483
Liberty Square Wealth Partners
Pennsylvania
USD 1.27 M -USD 465 k -13,498 -28%
Chesapeake Wealth Management
484
Chesapeake Wealth Management
Virginia
USD 1.26 M -USD 16 k -464 -1%
Lowery Thomas LLC
485
Lowery Thomas LLC
California
USD 1.26 M -USD 9.16 k -266 -0.8%
O'Shaughnessy Asset Management
486
O'Shaughnessy Asset Management
Connecticut
USD 1.24 M +USD 139 k +4,028 +14%
RPGK
487
Retirement Planning Group (Kansas)
Kansas
USD 1.24 M – – –
Steward Partners Investment Advisory
488
Steward Partners Investment Advisory
New York
USD 1.22 M +USD 245 k +7,126 +27%
Elevation Wealth Partners
489
Elevation Wealth Partners
California
USD 1.21 M -USD 24.9 k -724 -2%
Grantvest Financial Group
490
Grantvest Financial Group
New Jersey
USD 1.21 M -USD 10.3 k -300 -0.9%
Parkside Financial Bank & Trust
491
Parkside Financial Bank & Trust
Missouri
USD 1.2 M +USD 88.1 k +2,561 +9%
TFS
492
Thoroughbred Financial Services
Tennessee
USD 1.2 M +USD 482 +14 +0%
James Investment Research
493
James Investment Research
Ohio
USD 1.19 M +USD 155 k +4,499 +16%
FAG
494
Fortitude Advisory Group
Washington
USD 1.19 M +USD 172 +5 +0%
Fiduciary Trust
495
Fiduciary Trust
Massachusetts
USD 1.19 M – – –
IAG Wealth Partners
496
IAG Wealth Partners
Wisconsin
USD 1.18 M -USD 95.2 k -2,765 -8%
Belpointe Asset Management
497
Belpointe Asset Management
Nevada
USD 1.18 M +USD 38.9 k +1,130 +4%
Fortis Capital Advisors
498
Fortis Capital Advisors
Kansas
USD 1.18 M +USD 38.9 k +1,130 +4%
Pacific Sun Financial
499
Pacific Sun Financial
California
USD 1.16 M -USD 6.88 k -200 -0.6%
Donaldson Capital Management
500
Donaldson Capital Management
Indiana
USD 1.15 M +USD 332 k +9,645 +45%
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