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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
Montag & Associates
701
Montag & Associates
Georgia
$134万 – – –
National Philanthropic Trust
702
National Philanthropic Trust
Pennsylvania
$134万 +$129万 +30,170 新規
BAWC
703
Boyce & Associates Wealth Consulting
Texas
$133万 +$9.8万 +2,298 +8%
HIA
704
Highland Investment Advisors
Florida
$132万 +$128万 +29,846 新規
LG
705
LAM Group
Oregon
$132万 +$128 +3 +0%
Pathstone Holdings
706
Pathstone Holdings
New Jersey
$132万 +$36.6万 +8,546 +40%
Advisory Services Network
707
Advisory Services Network
Georgia
$131万 +$3.04万 +710 +2%
High Probability Advisors
708
High Probability Advisors
New York
$131万 -$5.79万 -1,354 -4%
CC
709
Citrine Capital
California
$130万 – – –
Hancock Whitney
710
Hancock Whitney
Mississippi
$130万 -$8,813 -206 -0.7%
Victory Financial Group
711
Victory Financial Group
Texas
$130万 +$5,262 +123 +0.4%
FSM Wealth Advisors
712
FSM Wealth Advisors
Ohio
$129万 +$471 +11 +0%
Gibraltar Capital Management
713
Gibraltar Capital Management
Oklahoma
$129万 – – –
RSWA
714
Robinson Smith Wealth Advisors
Maine
$128万 +$123万 +28,821 新規
Obermeyer Wealth Partners
715
Obermeyer Wealth Partners
Colorado
$128万 – – –
Francis Financial
716
Francis Financial
$127万 -$8.48万 -1,983 -6%
Hilltop Holdings
717
Hilltop Holdings
Texas
$126万 +$14.8万 +3,451 +14%
CoreCap Advisors
718
CoreCap Advisors
Michigan
$126万 -$2.65万 -620 -2%
Washington Trust
719
Washington Trust
Rhode Island
$126万 – – –
DI
720
Disciplined Investors
Texas
$126万 +$1,711 +40 +0.1%
EFL
721
ERn Financial LLC
Wisconsin
$124万 – – –
FFT Wealth Management
722
FFT Wealth Management
Pennsylvania
$123万 – – –
Harbour Investments
723
Harbour Investments
Wisconsin
$121万 +$1.65万 +386 +1%
MGO One Seven
724
MGO One Seven
Ohio
$119万 +$6.64万 +1,552 +6%
Oakwell Private Wealth Management
725
Oakwell Private Wealth Management
Texas
$119万 – – –