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U.S. Core Equity 2 Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
BGWM
226
Bridge Generations Wealth Management
Florida
$3426万 -$22.1万 -5,155 -0.7%
NDWM
227
New Dimensions Wealth Management
Texas
$3320万 +$72万 +16,821 +2%
SF
228
SageOak Financial
Oklahoma
$3311万 -$109万 -25,475 -3%
PCM
229
Peirce Capital Management
Texas
$3310万 -$228万 -53,279 -7%
FH
230
Financial Harvest
Florida
$3262万 +$232万 +54,201 +8%
Advisornet Financial
231
Advisornet Financial
Minnesota
$3252万 +$134万 +31,208 +4%
Robertson Stephens Wealth Management
232
Robertson Stephens Wealth Management
California
$3237万 +$34.4万 +8,048 +1%
AA Financial Advisors
233
AA Financial Advisors
Ohio
$3237万 -$44.6万 -10,413 -1%
Dynamic Advisor Solutions
234
Dynamic Advisor Solutions
Arizona
$3230万 -$89.7万 -20,957 -3%
ACA
235
American Capital Advisory
Idaho
$3213万 -$2.45万 -572 -0.1%
GWL
236
Generations Wealth LLC
Ohio
$3192万 +$62.4万 +14,595 +2%
Phillips Financial Management
237
Phillips Financial Management
Indiana
$3139万 -$56.7万 -13,253 -2%
Liberty Wealth Management
238
Liberty Wealth Management
California
$3136万 – – –
Empirical Wealth Management
239
Empirical Wealth Management
Washington
$3131万 -$21.9万 -5,124 -0.7%
LAMC
240
Longview Asset Management (California)
California
$3127万 +$33.4万 +7,813 +1%
BHWM
241
Beacon Hill Wealth Management
$3112万 +$3002万 +701,602 新規
RFP
242
RCS Financial Planning
Maryland
$3099万 +$66.9万 +15,641 +2%
WC
243
Wolfstich Capital
Massachusetts
$3096万 -$49.1万 -11,471 -2%
RS
244
Retirement Solution
Washington
$3088万 +$39.2万 +9,174 +1%
ABLE Financial Group
245
ABLE Financial Group
Arizona
$3083万 +$3.79万 +885 +0.1%
AFO
246
Aurelius Family Office
New Hampshire
$3024万 -$36.1万 -8,440 -1%
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$2959万 +$144万 +33,667 +5%
KMWM
248
Keudell/Morrison Wealth Management
Oregon
$2955万 -$138万 -32,203 -5%
Mather Group
249
Mather Group
Illinois
$2912万 -$264万 -61,706 -9%
Geneos Wealth Management
250
Geneos Wealth Management
Colorado
$2902万 +$84.1万 +19,658 +3%