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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
Huntington National Bank
601
Huntington National Bank
Ohio
$60.9万 -$1.86万 -240 -5%
FS
602
Financial Symmetry
North Carolina
$60.3万 +$775 +10 +0.1%
Brown Brothers Harriman & Co
603
Brown Brothers Harriman & Co
New York
$58.3万 -$7.47万 -964 -12%
Peterson Wealth Advisors
604
Peterson Wealth Advisors
Utah
$57.8万 +$6,120 +79 +1%
O'Shaughnessy Asset Management
605
O'Shaughnessy Asset Management
Connecticut
$57.8万 -$9.5万 -1,228 -15%
CMAI
606
Capital Management Associates Inc
Minnesota
$57.2万 – – –
SIA
607
Sovereign Investment Advisors
Arizona
$56.5万 – – –
MWM
608
MBE Wealth Management
Wisconsin
$56.2万 +$4.6万 +594 +10%
MAS
609
MPWM Advisory Solutions
Georgia
$56.2万 +$465 +6 +0.1%
Oppenheimer & Co
610
Oppenheimer & Co
New York
$56.1万 -$1,162 -15 -0.2%
SEA
611
Stegent Equity Advisors
Texas
$55.8万 – – –
VWM
612
Vigil Wealth Management
Florida
$55.7万 – – –
SSW
613
Stone Summit Wealth
Florida
$55.5万 – – –
Private Trust Company
614
Private Trust Company
Ohio
$55.4万 +$3.02万 +390 +6%
Principal Securities
615
Principal Securities
Iowa
$55.4万 +$7.67万 +990 +17%
VWA
616
Vistica Wealth Advisors
California
$55万 – – –
Zacks Investment Management
617
Zacks Investment Management
Illinois
$54.9万 +$19.5万 +2,511 +60%
ARA
618
Approach Retirement Advisors
Alabama
$54.1万 +$697 +9 +0.1%
CMP
619
Coston McIsaac & Partners
Maine
$53.9万 +$4.49万 +579 +10%
SPA
620
Shore Point Advisors
New Jersey
$53.8万 +$5.6万 +723 +12%
CSI
621
Cross Staff Investments
New York
$53.5万 – – –
Bryn Mawr Capital Management
622
Bryn Mawr Capital Management
Pennsylvania
$53.4万 +$7,360 +95 +1%
Diversified Trust
623
Diversified Trust
Tennessee
$53.2万 – – –
Washington Trust
624
Washington Trust
Rhode Island
$52.8万 – – –
Level Four Advisory Services
625
Level Four Advisory Services
Texas
$52.7万 +$10.3万 +1,333 +26%