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Schwab US Aggregate Bond ETF
SCHZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
United Capital Financial Advisors
1
United Capital Financial Advisors
Texas
USD 55.7 M +USD 6.77 M +258,862 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 51.9 M +USD 6.45 M +246,660 +14%
Sensible Financial Planning & Management
3
Sensible Financial Planning & Management
Massachusetts
USD 38.9 M +USD 12.2 M +467,192 +45%
Ogorek Anthony Joseph
4
Ogorek Anthony Joseph
New York
USD 24.2 M +USD 997 k +38,146 +4%
Bank of America
5
Bank of America
North Carolina
USD 18.5 M -USD 39.8 k -1,522 -0.2%
First Mercantile Trust
6
First Mercantile Trust
Tennessee
USD 17.4 M -USD 391 k -14,948 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
USD 15.7 M +USD 2.28 M +87,228 +17%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 15.7 M +USD 15.9 M +607,154 Nuevas
UBS Group
9
UBS Group
Switzerland
USD 11.7 M +USD 10.9 M +416,358 +1,199%
Apriem Advisors
10
Apriem Advisors
California
USD 9.8 M +USD 1.67 M +63,768 +20%
TD Ameritrade Trust
11
TD Ameritrade Trust
Colorado
USD 7.8 M +USD 742 k +28,378 +10%
BSW Wealth Partners
12
BSW Wealth Partners
Colorado
USD 7.44 M +USD 249 k +9,516 +3%
Sequoia Financial Advisors
13
Sequoia Financial Advisors
Ohio
USD 6.73 M +USD 932 k +35,642 +16%
FutureAdvisor
14
FutureAdvisor
California
USD 6.66 M +USD 3.64 M +139,118 +116%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
USD 5.9 M +USD 5.96 M +227,924 Nuevas
RPGK
16
Retirement Planning Group (Kansas)
Kansas
USD 5.63 M +USD 224 k +8,568 +4%
Cabot Wealth Management
17
Cabot Wealth Management
Massachusetts
USD 5.58 M +USD 3.55 M +135,684 +170%
Alesco Advisors
18
Alesco Advisors
New York
USD 5.47 M +USD 650 k +24,844 +13%
Atria Investments
19
Atria Investments
North Carolina
USD 5.29 M +USD 880 k +33,678 +20%
Planning Alternatives
20
Planning Alternatives
Michigan
USD 5.24 M +USD 187 k +7,150 +4%
LYV
21
Live Your Vision
Pennsylvania
USD 4.86 M +USD 290 k +11,100 +6%
Bartlett & Co
22
Bartlett & Co
Ohio
USD 4.44 M +USD 736 k +28,160 +20%
Courage Miller Partners
23
Courage Miller Partners
Virginia
USD 4.15 M +USD 108 k +4,146 +3%
Bangor Savings Bank
24
Bangor Savings Bank
Maine
USD 4.09 M +USD 5.23 k +200 +0.1%
HT Partners
25
HT Partners
Connecticut
USD 4.07 M -USD 104 k -3,984 -2%
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