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Schwab US Large-Cap Value ETF
SCHV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Capital Squared Financial
126
Capital Squared Financial
Maryland
USD 11.4 M +USD 164 k +4,968 +2%
White Pine Investment Company
127
White Pine Investment Company
Michigan
USD 11.4 M +USD 13.7 k +417 +0.1%
Fiduciary Alliance
128
Fiduciary Alliance
South Carolina
USD 11.3 M -USD 149 k -4,520 -1%
Harbor Group
129
Harbor Group
New Hampshire
USD 11.3 M -USD 109 k -3,303 -1%
Pathstone Holdings
130
Pathstone Holdings
New Jersey
USD 11.2 M +USD 2.91 M +88,384 +38%
Visionary Wealth Advisors
131
Visionary Wealth Advisors
Illinois
USD 11 M +USD 1.28 M +38,825 +14%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
USD 10.6 M -USD 566 k -17,168 -5%
Independent Solutions Wealth Management
133
Independent Solutions Wealth Management
New York
USD 10.5 M -USD 110 k -3,330 -1%
Thrive Wealth Management
134
Thrive Wealth Management
Pennsylvania
USD 10.2 M +USD 196 k +5,947 +2%
Sagespring Wealth Partners
135
Sagespring Wealth Partners
Tennessee
USD 10 M +USD 124 k +3,755 +1%
Gladstone Institutional Advisory
136
Gladstone Institutional Advisory
Florida
USD 10 M +USD 1 M +30,358 +12%
Schneider Downs Wealth Management Advisors
137
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 9.9 M -USD 180 k -5,478 -2%
Berkshire Asset Management
138
Berkshire Asset Management
Pennsylvania
USD 9.9 M +USD 157 k +4,755 +2%
Integrated Advisors Network
139
Integrated Advisors Network
Texas
USD 9.8 M +USD 322 k +9,773 +4%
Citadel Advisors
140
Citadel Advisors
Florida
USD 9.8 M +USD 4.62 M +140,219 +99%
Bishop & Co Investment Management
141
Bishop & Co Investment Management
Pennsylvania
USD 9.7 M – – –
Christensen King & Associates Investment Services
142
Christensen King & Associates Investment Services
Washington
USD 9.5 M -USD 297 k -9,010 -3%
Brand Asset Management Group
143
Brand Asset Management Group
Missouri
USD 9.42 M -USD 35.4 k -1,075 -0.4%
Courage Miller Partners
144
Courage Miller Partners
Virginia
USD 9.34 M -USD 99 k -3,005 -1%
Per Stirling Capital Management
145
Per Stirling Capital Management
Texas
USD 9.33 M -USD 12.5 k -378 -0.1%
Ackerman Capital Advisors
146
Ackerman Capital Advisors
Texas
USD 9.31 M +USD 34.7 k +1,052 +0.4%
Plus Group Wealth Advisors
147
Plus Group Wealth Advisors
Wisconsin
USD 9.28 M +USD 156 k +4,734 +2%
May Barnhard Investments
148
May Barnhard Investments
Maryland
USD 9.23 M -USD 314 k -9,543 -3%
Fidelity Investments
149
Fidelity Investments
Massachusetts
USD 9.18 M +USD 5.24 k +159 +0.1%
Certuity
150
Certuity
Florida
USD 9.02 M +USD 1.23 M +37,388 +17%
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