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U.S. Small Cap Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
JMG Financial Group
226
JMG Financial Group
Illinois
$773万 -$3,409 -44 -0%
Zhang Financial
227
Zhang Financial
Michigan
$763万 -$39.2万 -5,064 -5%
RLWM
228
RF&L Wealth Management
Massachusetts
$750万 +$7,670 +99 +0.1%
AFA
229
Alpha Financial Advisors
North Carolina
$742万 -$1.25万 -161 -0.2%
NewEdge Advisors
230
NewEdge Advisors
Louisiana
$736万 -$16.4万 -2,123 -2%
Sanibel Captiva Trust Company
231
Sanibel Captiva Trust Company
Florida
$735万 +$181万 +23,308 +35%
Visionary Wealth Advisors
232
Visionary Wealth Advisors
Illinois
$716万 +$15.8万 +2,045 +2%
Vestmark Advisory Solutions
233
Vestmark Advisory Solutions
Massachusetts
$716万 -$173万 -22,295 -20%
CFO
234
Collective Family Office
Pennsylvania
$705万 -$10.3万 -1,331 -2%
SMI Advisory Services
235
SMI Advisory Services
Indiana
$682万 +$43.7万 +5,636 +7%
Larson Financial Group
236
Larson Financial Group
Missouri
$680万 -$165万 -21,298 -21%
Quantinno Capital Management
237
Quantinno Capital Management
New York
$679万 +$80.2万 +10,347 +14%
Kestra Investment Management
238
Kestra Investment Management
Texas
$670万 +$180万 +23,231 +40%
Well Done LLC
239
Well Done LLC
Michigan
$654万 +$54.8万 +7,070 +10%
SA
240
Seneschal Advisors
Washington
$649万 -$15.1万 -1,954 -2%
Tortoise Investment Management
241
Tortoise Investment Management
New York
$649万 -$9,374 -121 -0.2%
FFG
242
First Financial Group
North Carolina
$643万 +$17.4万 +2,249 +3%
HHWM
243
Hiley Hunt Wealth Management
Nebraska
$634万 +$16.8万 +2,170 +3%
Physician Wealth Advisors
244
Physician Wealth Advisors
Utah
$625万 -$2,169 -28 -0%
BWM
245
Birchcreek Wealth Management
Ohio
$625万 +$2.44万 +315 +0.4%
BAM
246
Bayshore Asset Management
Florida
$620万 -$9.8万 -1,260 -2%
Pinkerton Retirement Specialists
247
Pinkerton Retirement Specialists
Idaho
$618万 -$47.9万 -6,186 -7%
FF
248
Frankly Finances
Florida
$608万 – – –
CAM
249
CPA Asset Management
Florida
$608万 -$158万 -20,357 -22%
SageView Advisory Group
250
SageView Advisory Group
California
$608万 +$494万 +63,763 +635%