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Schwab Mortgage-Backed Securities ETF
SMBS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Allworth Financial
51
Allworth Financial
California
USD 30.2 k -USD 3.82 k -150 -11%
Aptus Capital Advisors
52
Aptus Capital Advisors
Alabama
USD 27.8 k +USD 27.8 k +1,094 Nuevas
Arax Advisory Partners
53
Arax Advisory Partners
Colorado
USD 26.2 k +USD 26.2 k +1,030 Nuevas
Mosley Wealth Management
54
Mosley Wealth Management
California
USD 24.5 k +USD 24.5 k +964 Nuevas
Harbour Investments
55
Harbour Investments
Wisconsin
USD 22.8 k +USD 280 +11 +1%
MCF Advisors
56
MCF Advisors
Kentucky
USD 21.5 k – – –
Burk Holdings
57
Burk Holdings
Oklahoma
USD 18.5 k -USD 8.62 k -339 -32%
Larson Financial Group
58
Larson Financial Group
Missouri
USD 17.4 k +USD 17.4 k +683 Nuevas
Gill Capital Partners
59
Gill Capital Partners
Colorado
USD 17.2 k – – –
US Bancorp
60
US Bancorp
Minnesota
USD 17.2 k -USD 254 k -9,972 -94%
CDKV Holdings
61
CDKV Holdings
Colorado
USD 13.2 k – – –
CrossGen Wealth
62
CrossGen Wealth
North Carolina
USD 12.9 k +USD 12.9 k +507 Nuevas
Creative Capital Management Investments
63
Creative Capital Management Investments
California
USD 12.4 k -USD 4.27 k -168 -26%
Godsey & Gibb Inc
64
Godsey & Gibb Inc
Virginia
USD 12.4 k – – –
Brown Brothers Harriman & Co
65
Brown Brothers Harriman & Co
New York
USD 8.18 k – – –
Cassaday & Co Wealth Management
66
Cassaday & Co Wealth Management
Virginia
USD 6.08 k +USD 6.08 k +239 Nuevas
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
USD 5.74 k – – –
Ameritas Investment Partners
68
Ameritas Investment Partners
Nebraska
USD 5.03 k +USD 5.04 k +198 Nuevas
AssetMark Inc
69
AssetMark Inc
California
USD 4.8 k +USD 3.59 k +141 +294%
Financial Management Professionals
70
Financial Management Professionals
Texas
USD 2.92 k – – –
William Blair & Company
71
William Blair & Company
Illinois
USD 2.9 k +USD 2.9 k +114 Nuevas
UBS Group
72
UBS Group
Switzerland
USD 2.21 k +USD 2.21 k +87 Nuevas
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
USD 1.83 k -USD 1.22 k -48 -40%
Bessemer Group
74
Bessemer Group
New Jersey
USD 1 k +USD 1.25 k +49 Nuevas
Basepoint Wealth
75
Basepoint Wealth
Iowa
USD 715 +USD 712 +28 Nuevas
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