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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
$7.65億 +$402万 +163,750 +0.5%
Forum Financial Management
2
Forum Financial Management
Illinois
$7.02億 +$3295万 +1,342,297 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.56億 +$779万 +317,458 +2%
LPL Financial
4
LPL Financial
California
$3.49億 +$1855万 +755,636 +5%
Plancorp LLC
5
Plancorp LLC
Missouri
$2.55億 +$52.9万 +21,535 +0.2%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
$2.5億 +$1.15億 +4,666,734 +71%
SJS Investment Consulting
7
SJS Investment Consulting
Ohio
$1.7億 +$1.88億 +7,647,232 新規
Greenspring Advisors
8
Greenspring Advisors
Maryland
$1.5億 +$22.4万 +9,118 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.48億 +$1642万 +668,745 +11%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.42億 -$514万 -209,494 -3%
Rockwood Wealth Management
11
Rockwood Wealth Management
Pennsylvania
$1.3億 +$459万 +186,974 +3%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.2億 +$1701万 +693,033 +15%
Capstone Financial Advisors
13
Capstone Financial Advisors
Illinois
$1.14億 +$2258万 +919,823 +22%
Savant Capital
14
Savant Capital
Illinois
$1.08億 -$225万 -91,728 -2%
Geometric Wealth Advisors
15
Geometric Wealth Advisors
District of Columbia
$1.07億 +$2556万 +1,040,985 +28%
Private Ocean
16
Private Ocean
California
$1.07億 +$209万 +84,983 +2%
TFO Wealth Partners
17
TFO Wealth Partners
Ohio
$1.03億 -$195万 -79,318 -2%
Monograph Wealth Advisors
18
Monograph Wealth Advisors
California
$1.01億 +$410万 +166,830 +4%
Jackson Thornton Wealth Management
19
Jackson Thornton Wealth Management
Alabama
$9751万 +$204万 +83,109 +2%
Pure Financial Advisors
20
Pure Financial Advisors
California
$9676万 +$386万 +157,294 +4%
Austin Asset Management
21
Austin Asset Management
Texas
$9612万 +$101万 +41,171 +1%
Cardiff Park Advisors
22
Cardiff Park Advisors
California
$9032万 -$132万 -53,737 -1%
Evanson Asset Management
23
Evanson Asset Management
California
$8300万 +$33.3万 +13,558 +0.4%
Cerity Partners
24
Cerity Partners
New York
$7899万 +$8375万 +3,411,219 +2,425%
Heritage Financial Services
25
Heritage Financial Services
Massachusetts
$7483万 +$761万 +310,075 +10%