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U.S. Core Equity 1 Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
Pure Financial Advisors
1
Pure Financial Advisors
California
$1.8億 -$299万 -37,702 -2%
Bernicke Wealth Management
2
Bernicke Wealth Management
Wisconsin
$1.62億 +$159万 +20,048 +1%
Brighton Jones LLC
3
Brighton Jones LLC
Washington
$9643万 +$1226万 +154,489 +15%
LRI Investments
4
LRI Investments
Florida
$8787万 +$654万 +82,430 +8%
YAL
5
Your Advocates Ltd
Texas
$8600万 -$111万 -14,052 -1%
Quantum Financial Advisors
6
Quantum Financial Advisors
California
$7335万 +$503万 +63,441 +8%
Rather & Kittrell
7
Rather & Kittrell
Tennessee
$5954万 +$433万 +54,641 +8%
Stratos Investment Management
8
Stratos Investment Management
Ohio
$5446万 +$185万 +23,325 +4%
Foundations Investment Advisors
9
Foundations Investment Advisors
Arizona
$5124万 +$246万 +30,958 +5%
Monograph Wealth Advisors
10
Monograph Wealth Advisors
California
$4652万 +$383万 +48,281 +9%
Private Advisor Group
11
Private Advisor Group
New Jersey
$4461万 -$905万 -114,078 -17%
OneDigital Investment Advisors
12
OneDigital Investment Advisors
Kansas
$4433万 +$188万 +23,748 +5%
Annandale Capital
13
Annandale Capital
Texas
$4130万 +$534万 +67,331 +15%
Prosperity Capital Advisors
14
Prosperity Capital Advisors
Ohio
$3785万 -$131万 -16,458 -3%
SC&H Financial Advisors
15
SC&H Financial Advisors
Maryland
$3707万 +$224万 +28,282 +7%
KFG Wealth Management
16
KFG Wealth Management
Indiana
$3345万 -$10.9万 -1,373 -0.3%
KSWWM
17
Keyes Stange & Wooten Wealth Management
Florida
$3323万 +$182万 +22,880 +6%
BWM
18
BCO Wealth Management
New Mexico
$3321万 +$54.5万 +6,869 +2%
GOCP
19
Great Oak Capital Partners
Massachusetts
$3299万 +$43万 +5,422 +1%
Hardy Reed
20
Hardy Reed
Mississippi
$3255万 +$368万 +46,427 +13%
Sageworth Trust
21
Sageworth Trust
Pennsylvania
$3053万 +$55.1万 +6,946 +2%
BHWM
22
Beacon Hill Wealth Management
$2851万 +$2759万 +347,773 新規
Betterment LLC
23
Betterment LLC
New York
$2803万 -$9.6万 -1,210 -0.4%
Geneos Wealth Management
24
Geneos Wealth Management
Colorado
$2798万 +$86.8万 +10,943 +3%
Integrated Wealth Concepts
25
Integrated Wealth Concepts
Massachusetts
$2759万 -$33.3万 -4,201 -1%