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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
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
$9.35億 -$515万 -188,143 -0.6%
Forum Financial Management
2
Forum Financial Management
Illinois
$7.77億 +$8494万 +3,102,524 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.42億 +$2045万 +747,011 +5%
Plancorp LLC
4
Plancorp LLC
Missouri
$3.18億 +$172万 +62,679 +0.5%
SJS Investment Consulting
5
SJS Investment Consulting
Ohio
$1.98億 +$94.4万 +34,470 +0.5%
HighTower Advisors
6
HighTower Advisors
Illinois
$1.9億 +$50.4万 +18,413 +0.3%
Greenspring Advisors
7
Greenspring Advisors
Maryland
$1.86億 +$117万 +42,565 +0.6%
Focus Partners Advisor Solutions
8
Focus Partners Advisor Solutions
Missouri
$1.72億 +$4431万 +1,618,409 +35%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
$1.47億 +$1228万 +448,570 +9%
Savant Capital
10
Savant Capital
Illinois
$1.39億 -$189万 -69,208 -1%
Private Ocean
11
Private Ocean
California
$1.38億 -$150万 -54,769 -1%
TFO Wealth Partners
12
TFO Wealth Partners
Ohio
$1.37億 -$195万 -71,332 -1%
Capstone Financial Advisors
13
Capstone Financial Advisors
Illinois
$1.3億 +$345万 +126,172 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.3億 -$273万 -99,773 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.25億 +$3147万 +1,149,468 +34%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
$1.21億 +$1195万 +436,382 +11%
Jackson Thornton Wealth Management
17
Jackson Thornton Wealth Management
Alabama
$1.2億 +$178万 +65,166 +2%
Austin Asset Management
18
Austin Asset Management
Texas
$1.17億 -$126万 -46,130 -1%
Pure Financial Advisors
19
Pure Financial Advisors
California
$1.16億 -$421万 -153,633 -4%
Cardiff Park Advisors
20
Cardiff Park Advisors
California
$1.11億 -$251万 -91,760 -2%
Evanson Asset Management
21
Evanson Asset Management
California
$9927万 -$974万 -355,876 -9%
Meridian Wealth Partners
22
Meridian Wealth Partners
Pennsylvania
$9219万 +$31.7万 +11,572 +0.3%
Triune Financial Partners
23
Triune Financial Partners
Kansas
$8652万 +$40.8万 +14,911 +0.5%
Warwick Investment Management
24
Warwick Investment Management
Texas
$7714万 -$51.9万 -18,950 -0.7%
CLA (CliftonLarsonAllen) Wealth Advisors
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7694万 -$232万 -84,837 -3%