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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
Modern Wealth Management
151
Modern Wealth Management
Kansas
$1453万 +$8.47万 +1,093 +0.6%
JGP Wealth Management
152
JGP Wealth Management
Oregon
$1445万 +$31万 +4,002 +2%
Arax Advisory Partners
153
Arax Advisory Partners
Colorado
$1445万 +$274万 +35,413 +25%
PWMG
154
Pioneer Wealth Management Group
Texas
$1438万 +$101万 +13,056 +8%
MAI Capital Management
155
MAI Capital Management
Ohio
$1427万 +$172万 +22,152 +15%
Smartleaf Asset Management
156
Smartleaf Asset Management
Massachusetts
$1384万 – – –
Axxcess Wealth Management
157
Axxcess Wealth Management
California
$1374万 +$1293万 +166,905 新規
DB
158
Dravo Bay
Delaware
$1345万 +$119万 +15,334 +10%
JTBR
159
James T. Borello RIA
Illinois
$1341万 +$138万 +17,828 +12%
Allworth Financial
160
Allworth Financial
California
$1330万 -$534万 -68,982 -30%
GHA
161
Granite Harbor Advisors
Texas
$1311万 +$183万 +23,649 +17%
Clearstead Advisors
162
Clearstead Advisors
Ohio
$1307万 +$58.7万 +7,580 +5%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$1276万 +$66.4万 +8,568 +6%
Atria Investments
164
Atria Investments
North Carolina
$1266万 +$1191万 +153,751 新規
WMP
165
Wealth Management Partners
Arizona
$1263万 +$40.4万 +5,218 +4%
Morgan Stanley
166
Morgan Stanley
New York
$1258万 +$2.03万 +262 +0.2%
VeraBank
167
VeraBank
Texas
$1257万 +$102万 +13,115 +9%
One Capital Management
168
One Capital Management
California
$1235万 – – –
WTFG
169
Wood Tarver Financial Group
Idaho
$1228万 +$66.9万 +8,640 +6%
Webster Bank
170
Webster Bank
Connecticut
$1215万 -$25.6万 -3,309 -2%
W
171
WorthPointe
California
$1210万 -$21.8万 -2,815 -2%
EFP
172
Envision Financial Planning
Tennessee
$1179万 -$11.4万 -1,469 -1%
Gemmer Asset Management
173
Gemmer Asset Management
California
$1178万 +$35.8万 +4,626 +3%
Spire Wealth Management
174
Spire Wealth Management
Virginia
$1166万 +$25.4万 +3,282 +2%
Forum Financial Management
175
Forum Financial Management
Illinois
$1165万 -$34.3万 -4,430 -3%