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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$14.5億 +$9225万 +3,409,362 +7%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.9億 +$1.71億 +6,322,262 +18%
Forum Financial Management
3
Forum Financial Management
Illinois
$11.8億 +$2691万 +994,515 +3%
Buckingham Strategic Wealth
4
Buckingham Strategic Wealth
Missouri
$11億 -$206万 -76,055 -0.2%
LPL Financial
5
LPL Financial
California
$5.09億 +$1064万 +393,160 +2%
Plancorp LLC
6
Plancorp LLC
Missouri
$3.22億 -$102万 -37,695 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.98億 +$198万 +73,356 +0.7%
SJS Investment Consulting
8
SJS Investment Consulting
Ohio
$2.61億 +$139万 +51,437 +0.6%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
$2.53億 -$178万 -65,839 -0.8%
Private Ocean
10
Private Ocean
California
$2.14億 +$2972万 +1,098,381 +18%
Greenspring Advisors
11
Greenspring Advisors
Maryland
$2.07億 +$498万 +184,068 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.02億 -$428万 -158,077 -2%
Focus Partners Advisor Solutions
13
Focus Partners Advisor Solutions
Missouri
$1.87億 -$5808万 -2,146,312 -25%
Geometric Wealth Advisors
14
Geometric Wealth Advisors
District of Columbia
$1.87億 +$1057万 +390,561 +6%
Monograph Wealth Advisors
15
Monograph Wealth Advisors
California
$1.82億 +$988万 +365,299 +6%
Apella Capital
16
Apella Capital
Connecticut
$1.81億 +$7563万 +2,794,908 +80%
Savant Capital
17
Savant Capital
Illinois
$1.73億 +$278万 +102,598 +2%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
$1.63億 +$128万 +47,248 +0.9%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
$1.55億 +$92.9万 +34,343 +0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.55億 +$223万 +82,354 +2%
Modera Wealth Management
21
Modera Wealth Management
New Jersey
$1.52億 +$315万 +116,445 +2%
Pure Financial Advisors
22
Pure Financial Advisors
California
$1.46億 +$227万 +84,011 +2%
Hill Investment Group Partners
23
Hill Investment Group Partners
Missouri
$1.45億 +$586万 +216,397 +5%
McGlone Suttner Wealth Management
24
McGlone Suttner Wealth Management
Wisconsin
$1.34億 +$81.7万 +30,208 +0.7%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.32億 +$17.4万 +6,414 +0.1%