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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
Creative Planning
1
Creative Planning
Kansas
$3.44億 +$1370万 +237,546 +4%
Buckingham Strategic Wealth
2
Buckingham Strategic Wealth
Missouri
$1.5億 +$664万 +115,178 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.15億 +$3028万 +524,914 +35%
TCI Wealth Advisors
4
TCI Wealth Advisors
Arizona
$9738万 +$275万 +47,600 +3%
Plancorp LLC
5
Plancorp LLC
Missouri
$9137万 +$2.26万 +392 +0%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$5912万 -$6.35万 -1,101 -0.1%
Evanson Asset Management
7
Evanson Asset Management
California
$3934万 +$33.5万 +5,815 +0.9%
Savant Capital
8
Savant Capital
Illinois
$3600万 -$41.6万 -7,205 -1%
Foster Group
9
Foster Group
Iowa
$3568万 -$58.5万 -10,134 -2%
Choreo LLC
10
Choreo LLC
Illinois
$3295万 -$16万 -2,778 -0.5%
Modera Wealth Management
11
Modera Wealth Management
New Jersey
$2908万 +$478万 +82,784 +20%
Carlson Capital Management
12
Carlson Capital Management
Minnesota
$2786万 -$76.4万 -13,246 -3%
Dowling & Yahnke
13
Dowling & Yahnke
California
$2696万 -$103万 -17,899 -4%
Comerica Bank
14
Comerica Bank
Texas
$2429万 +$2328万 +403,557 新規
Adero Partners
15
Adero Partners
California
$2422万 +$84.3万 +14,607 +4%
McLean Asset Management
16
McLean Asset Management
Virginia
$2223万 -$13.1万 -2,273 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1776万 +$141万 +24,511 +9%
Empirical Wealth Management
18
Empirical Wealth Management
Washington
$1552万 +$33.1万 +5,743 +2%
Sax Wealth Advisors
19
Sax Wealth Advisors
New Jersey
$1540万 +$1544万 +267,740 新規
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1415万 -$175万 -30,370 -11%
LPL Financial
21
LPL Financial
California
$1369万 +$145万 +25,079 +12%
Lutz Financial Services
22
Lutz Financial Services
Nebraska
$1297万 -$1.41万 -245 -0.1%
Moisand Fitzgerald Tamayo
23
Moisand Fitzgerald Tamayo
Florida
$1176万 +$159万 +27,616 +16%
Pure Financial Advisors
24
Pure Financial Advisors
California
$1174万 +$168万 +29,167 +17%
1900 Wealth Management
25
1900 Wealth Management
Texas
$998万 -$4.48万 -777 -0.4%