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Schwab US Large-Cap Value ETF
SCHV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Financial Advisors Network
51
Financial Advisors Network
California
USD 38.2 M +USD 1.24 M +37,640 +4%
MAI Capital Management
52
MAI Capital Management
Ohio
USD 37.7 M +USD 2.21 M +66,943 +7%
FAS Wealth Partners
53
FAS Wealth Partners
Kansas
USD 36.8 M -USD 362 k -10,980 -1%
GHP Investment Advisors
54
GHP Investment Advisors
Colorado
USD 36.2 M +USD 454 k +13,792 +1%
Dodds Wealth
55
Dodds Wealth
Colorado
USD 35.9 M -USD 364 k -11,049 -1%
Southern Michigan Bank & Trust
56
Southern Michigan Bank & Trust
Michigan
USD 35.5 M +USD 598 k +18,159 +2%
Serenity Investment Advisors
57
Serenity Investment Advisors
Illinois
USD 34.1 M +USD 591 k +17,936 +2%
Ally Invest Advisors
58
Ally Invest Advisors
North Carolina
USD 34 M +USD 450 k +13,659 +1%
Global Retirement Partners
59
Global Retirement Partners
California
USD 33.4 M +USD 31.6 M +960,177 Nuevas
Tradition Wealth Management
60
Tradition Wealth Management
Minnesota
USD 33.2 M +USD 255 k +7,736 +0.8%
Raymond James Financial
61
Raymond James Financial
Florida
USD 31.2 M +USD 1.5 M +45,599 +5%
KWM
62
KRM Wealth Management
Nevada
USD 30.8 M +USD 1.79 M +54,392 +7%
Merit Financial Group
63
Merit Financial Group
Georgia
USD 30.6 M +USD 2.49 M +75,534 +9%
Kestra Advisory Services
64
Kestra Advisory Services
Texas
USD 30 M +USD 1.62 M +49,283 +6%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
USD 28.1 M +USD 1.8 M +54,579 +7%
Persium Advisors
66
Persium Advisors
Georgia
USD 27.9 M -USD 883 k -26,803 -3%
CX Institutional
67
CX Institutional
Indiana
USD 27.6 M -USD 8.64 M -262,270 -25%
Sage Financial Group
68
Sage Financial Group
Pennsylvania
USD 27 M +USD 150 k +4,559 +0.6%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
USD 27 M -USD 12.9 M -390,672 -34%
Wells Fargo
70
Wells Fargo
California
USD 27 M -USD 1.49 M -45,221 -6%
Noble Family Wealth
71
Noble Family Wealth
Florida
USD 25.4 M +USD 116 k +3,535 +0.5%
Waverly Advisors
72
Waverly Advisors
Alabama
USD 25 M -USD 52.2 k -1,585 -0.2%
Keeler & Nadler Financial Planning & Wealth Management
73
Keeler & Nadler Financial Planning & Wealth Management
Ohio
USD 24.4 M +USD 414 k +12,578 +2%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
USD 23.4 M +USD 836 k +25,364 +4%
OneDigital Investment Advisors
75
OneDigital Investment Advisors
Kansas
USD 23.4 M -USD 789 k -23,937 -3%
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