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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
$19.4億 +$1.04億 +3,156,446 +6%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$17億 +$8026万 +2,429,959 +5%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$13.3億 +$12.6億 +38,066,458 +5,858%
Forum Financial Management
4
Forum Financial Management
Illinois
$12.9億 +$826万 +250,182 +0.7%
LPL Financial
5
LPL Financial
California
$6.08億 +$294万 +88,871 +0.5%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
$4.49億 -$231万 -69,925 -0.5%
Plancorp LLC
7
Plancorp LLC
Missouri
$3.64億 -$461万 -139,537 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.35億 -$461万 -139,592 -1%
Savant Capital
9
Savant Capital
Illinois
$3.31億 -$354万 -107,029 -1%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
$3.2億 +$528万 +159,924 +2%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
$3.09億 -$130万 -39,395 -0.4%
Apella Capital
12
Apella Capital
Connecticut
$2.99億 +$1290万 +390,419 +5%
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
$2.71億 +$2.53億 +7,653,788 +3,096%
Geometric Wealth Advisors
14
Geometric Wealth Advisors
District of Columbia
$2.51億 +$580万 +175,469 +2%
Greenspring Advisors
15
Greenspring Advisors
Maryland
$2.51億 -$255万 -77,136 -1%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
$2.3億 +$670万 +202,789 +3%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.18億 -$216万 -65,371 -1%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
$2.12億 +$78.1万 +23,656 +0.4%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
$1.9億 +$1102万 +333,535 +6%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.84億 -$191万 -57,692 -1%
Modera Wealth Management
21
Modera Wealth Management
New Jersey
$1.78億 -$197万 -59,635 -1%
Jackson Thornton Wealth Management
22
Jackson Thornton Wealth Management
Alabama
$1.67億 +$588万 +177,938 +4%
Hill Investment Group Partners
23
Hill Investment Group Partners
Missouri
$1.62億 +$41.4万 +12,546 +0.2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$1.59億 +$331万 +100,298 +2%
Pure Financial Advisors
25
Pure Financial Advisors
California
$1.58億 -$604万 -182,933 -4%