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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
$19.8億 +$2371万 +673,178 +1%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$16.1億 -$1.27億 -3,598,965 -7%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$13.4億 +$402万 +114,059 +0.3%
Forum Financial Management
4
Forum Financial Management
Illinois
$13億 -$17.4万 -4,947 -0%
LPL Financial
5
LPL Financial
California
$6.28億 +$1476万 +419,096 +2%
Focus Partners Advisor Solutions
6
Focus Partners Advisor Solutions
Missouri
$5.57億 +$1.05億 +2,983,375 +23%
Apella Capital
7
Apella Capital
Connecticut
$3.67億 +$6301万 +1,789,147 +20%
Plancorp LLC
8
Plancorp LLC
Missouri
$3.63億 -$428万 -121,461 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.56億 +$1810万 +514,078 +5%
Rockwood Wealth Management
10
Rockwood Wealth Management
Pennsylvania
$3.37億 +$1314万 +373,115 +4%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
$3.16億 +$367万 +104,084 +1%
Savant Capital
12
Savant Capital
Illinois
$3.05億 -$2926万 -830,806 -9%
Wealthspire Advisors (New York)
13
Wealthspire Advisors (New York)
New York
$2.76億 +$265万 +75,171 +1%
Geometric Wealth Advisors
14
Geometric Wealth Advisors
District of Columbia
$2.59億 +$603万 +171,093 +2%
Greenspring Advisors
15
Greenspring Advisors
Maryland
$2.55億 +$232万 +65,910 +0.9%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
$2.3億 -$209万 -59,362 -0.9%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.17億 -$282万 -80,013 -1%
Heritage Financial Services
18
Heritage Financial Services
Massachusetts
$2.1億 -$354万 -100,544 -2%
Capstone Financial Advisors
19
Capstone Financial Advisors
Illinois
$1.92億 +$16.1万 +4,559 +0.1%
GeoWealth Management
20
GeoWealth Management
Illinois
$1.86億 +$1.03億 +2,911,905 +119%
Corient Private Wealth
21
Corient Private Wealth
Florida
$1.83億 -$230万 -65,353 -1%
Modera Wealth Management
22
Modera Wealth Management
New Jersey
$1.79億 -$29万 -8,239 -0.2%
Jackson Thornton Wealth Management
23
Jackson Thornton Wealth Management
Alabama
$1.74億 +$504万 +143,046 +3%
Hill Investment Group Partners
24
Hill Investment Group Partners
Missouri
$1.71億 -$301万 -85,467 -2%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.67億 +$1170万 +332,163 +7%