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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$25.5億 +$1.22億 +3,126,277 +5%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$16.9億 +$706万 +180,988 +0.4%
Forum Financial Management
3
Forum Financial Management
Illinois
$16.3億 +$4020万 +1,029,990 +3%
LPL Financial
4
LPL Financial
California
$7.02億 +$948万 +242,867 +1%
Focus Partners Advisor Solutions
5
Focus Partners Advisor Solutions
Missouri
$6.31億 +$1.86億 +4,775,954 +43%
Apella Capital
6
Apella Capital
Connecticut
$5.51億 +$1539万 +394,315 +3%
Greenspring Advisors
7
Greenspring Advisors
Maryland
$5.25億 +$2.2億 +5,647,549 +74%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4.79億 -$2926万 -749,683 -6%
Rockwood Wealth Management
9
Rockwood Wealth Management
Pennsylvania
$4.59億 +$2251万 +576,648 +5%
Plancorp LLC
10
Plancorp LLC
Missouri
$4.13億 -$685万 -175,600 -2%
SJS Investment Consulting
11
SJS Investment Consulting
Ohio
$3.61億 +$477万 +122,216 +1%
Geometric Wealth Advisors
12
Geometric Wealth Advisors
District of Columbia
$3.39億 +$259万 +66,382 +0.8%
Savant Capital
13
Savant Capital
Illinois
$3.18億 +$2483万 +636,230 +9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.15億 -$2648万 -678,373 -8%
Wealthspire Advisors (New York)
15
Wealthspire Advisors (New York)
New York
$2.98億 -$609万 -156,016 -2%
Monograph Wealth Advisors
16
Monograph Wealth Advisors
California
$2.65億 +$432万 +110,729 +2%
Symmetry Partners
17
Symmetry Partners
Connecticut
$2.57億 +$9765万 +2,501,860 +63%
Beacon Pointe Advisors
18
Beacon Pointe Advisors
California
$2.37億 +$1388万 +355,581 +6%
Allworth Financial
19
Allworth Financial
California
$2.36億 +$547万 +140,097 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.27億 -$787万 -201,526 -3%
Capstone Financial Advisors
21
Capstone Financial Advisors
Illinois
$2.17億 +$385万 +98,606 +2%
Bank of America
22
Bank of America
North Carolina
$2.11億 +$1463万 +374,918 +8%
Jackson Thornton Wealth Management
23
Jackson Thornton Wealth Management
Alabama
$1.96億 +$33万 +8,466 +0.2%
Modera Wealth Management
24
Modera Wealth Management
New Jersey
$1.92億 -$579万 -148,335 -3%
GeoWealth Management
25
GeoWealth Management
Illinois
$1.92億 +$451万 +115,567 +2%