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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
SWM
76
Selective Wealth Management
Virginia
$625万 +$301万 +37,920 +99%
Capital Investment Advisory Services
77
Capital Investment Advisory Services
North Carolina
$605万 -$22.8万 -2,876 -4%
Cyndeo Wealth Partners
78
Cyndeo Wealth Partners
Florida
$584万 +$32.8万 +4,135 +6%
TCI Wealth Advisors
79
TCI Wealth Advisors
Arizona
$583万 +$12.1万 +1,521 +2%
WAN
80
Wealth Advisors Northwest
Oregon
$580万 +$117万 +14,782 +26%
Cerity Partners
81
Cerity Partners
New York
$579万 -$7.5万 -945 -1%
Allworth Financial
82
Allworth Financial
California
$550万 +$39.6万 +4,993 +8%
Asset One Wealth Management
83
Asset One Wealth Management
Washington
$541万 +$6.38万 +804 +1%
HCM
84
Hutchinson Capital Management
California
$540万 +$120万 +15,102 +30%
Kestra Private Wealth Services
85
Kestra Private Wealth Services
Texas
$532万 +$515万 +64,941 新規
Wealthspire Advisors (New York)
86
Wealthspire Advisors (New York)
New York
$529万 -$14.5万 -1,825 -3%
Beacon Pointe Advisors
87
Beacon Pointe Advisors
California
$522万 +$174万 +21,891 +52%
IAG
88
Investment Advisory Group
Massachusetts
$500万 +$16.5万 +2,085 +4%
Simplicity Wealth
89
Simplicity Wealth
New Jersey
$491万 +$335万 +42,203 +239%
AFA
90
Alpha Financial Advisors
North Carolina
$470万 – – –
FWM
91
FMB Wealth Management
California
$462万 +$77.4万 +9,759 +21%
CreativeOne Wealth
92
CreativeOne Wealth
Kansas
$450万 +$66.3万 +8,360 +18%
Global Retirement Partners
93
Global Retirement Partners
California
$426万 +$412万 +51,976 新規
SCA
94
Strathmore Capital Advisors
North Carolina
$402万 +$22.2万 +2,799 +6%
Burton Enright Welch
95
Burton Enright Welch
California
$388万 -$18.6万 -2,344 -5%
GeoWealth Management
96
GeoWealth Management
Illinois
$384万 -$2.02万 -255 -0.5%
Truist Financial
97
Truist Financial
North Carolina
$380万 +$6,902 +87 +0.2%
AQR Capital Management
98
AQR Capital Management
Connecticut
$347万 +$53.1万 +6,699 +19%
OFI
99
Outbound Financial Inc
Colorado
$343万 -$8.89万 -1,121 -3%
Gould Asset Management
100
Gould Asset Management
California
$335万 +$19.6万 +2,476 +6%