¡Ya estamos en ! Descubre más
icono de SMTH

ALPS Smith Core Plus Bond ETF
SMTH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
USD 1258 M +USD 197 M +7,638,710 +18%
Annex Advisory Services
2
Annex Advisory Services
Wisconsin
USD 238 M +USD 30.4 M +1,179,599 +15%
Shufro Rose & Co
3
Shufro Rose & Co
New York
USD 136 M +USD 4.98 M +193,135 +4%
Trilogy Capital
4
Trilogy Capital
California
USD 108 M +USD 57.7 M +2,241,175 +115%
Stratos Investment Management
5
Stratos Investment Management
Ohio
USD 84.4 M -USD 3.81 M -147,751 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
USD 58.1 M +USD 1.28 M +49,602 +2%
Lineweaver Wealth Advisors
7
Lineweaver Wealth Advisors
Ohio
USD 40.7 M +USD 2.93 M +113,865 +8%
Bank of America
8
Bank of America
North Carolina
USD 37.1 M +USD 34.1 M +1,324,909 +1,140%
HW
9
Hamilton Wealth
California
USD 34.4 M +USD 259 k +10,043 +0.8%
Level Four Advisory Services
10
Level Four Advisory Services
Texas
USD 32.3 M +USD 448 k +17,395 +1%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
USD 25.1 M +USD 6.3 M +244,419 +33%
Meridian Wealth Management
12
Meridian Wealth Management
Kentucky
USD 23.8 M +USD 1.76 M +68,355 +8%
Vise Technologies
13
Vise Technologies
New York
USD 20.4 M +USD 8.4 M +326,117 +70%
AWA
14
Adapt Wealth Advisors
Georgia
USD 17.6 M -USD 996 k -38,645 -5%
TFP
15
Traction Financial Partners
Wyoming
USD 17.4 M +USD 4.51 k +175 +0%
Principle Wealth Partners
16
Principle Wealth Partners
Connecticut
USD 16.5 M -USD 878 k -34,095 -5%
NAM
17
NorthCrest Asset Manangement
Minnesota
USD 14.3 M +USD 708 k +27,472 +5%
GFP
18
Guardian Financial Partners
California
USD 13.6 M +USD 877 k +34,022 +7%
Sentinel Pension Advisors
19
Sentinel Pension Advisors
Massachusetts
USD 12.3 M +USD 1.12 M +43,568 +10%
World Investment Advisors
20
World Investment Advisors
California
USD 11.2 M – – –
OPA
21
Old Port Advisors
Maine
USD 11.1 M +USD 1.16 M +45,034 +12%
Ethos Financial Group
22
Ethos Financial Group
Pennsylvania
USD 10.9 M +USD 3.26 M +126,502 +42%
PWP
23
Prasad Wealth Partners
Ohio
USD 9.8 M -USD 529 k -20,524 -5%
SIA
24
Sovereign Investment Advisors
Arizona
USD 9.6 M – – –
GCM
25
Gallacher Capital Management
Colorado
USD 7.96 M -USD 1.81 M -70,162 -18%
1
2 3 4