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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
Index Fund Advisors
1
Index Fund Advisors
California
$4.12億 +$4.15億 +6,866,013 新規
Creative Planning
2
Creative Planning
Kansas
$3.95億 +$3724万 +616,678 +10%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
$1.56億 -$70.2万 -11,625 -0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.22億 +$209万 +34,690 +2%
TCI Wealth Advisors
5
TCI Wealth Advisors
Arizona
$1.05億 +$366万 +60,601 +4%
Plancorp LLC
6
Plancorp LLC
Missouri
$9372万 -$162万 -26,789 -2%
Resource Consulting Group
7
Resource Consulting Group
Florida
$8197万 +$8252万 +1,366,430 新規
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$6217万 +$49.1万 +8,124 +0.8%
Evanson Asset Management
9
Evanson Asset Management
California
$4123万 +$65.8万 +10,898 +2%
ML&R Wealth Management
10
ML&R Wealth Management
Texas
$3719万 +$3744万 +619,956 新規
Savant Capital
11
Savant Capital
Illinois
$3714万 -$43万 -7,126 -1%
DFS
12
Dixon Fnancial Services
California
$3705万 +$3730万 +617,618 新規
Foster Group
13
Foster Group
Iowa
$3622万 -$101万 -16,739 -3%
Choreo LLC
14
Choreo LLC
Illinois
$3399万 -$38.1万 -6,314 -1%
Modera Wealth Management
15
Modera Wealth Management
New Jersey
$3334万 +$303万 +50,091 +10%
Heritage Investment Group
16
Heritage Investment Group
Florida
$3306万 +$3328万 +551,115 新規
Beaird Harris Wealth Management
17
Beaird Harris Wealth Management
Texas
$3236万 +$3257万 +539,338 新規
Dixon Hughes Goodman Wealth Advisors
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3210万 +$3232万 +535,178 新規
Carlson Capital Management
19
Carlson Capital Management
Minnesota
$2693万 -$215万 -35,643 -7%
Dowling & Yahnke
20
Dowling & Yahnke
California
$2677万 -$136万 -22,562 -5%
Adero Partners
21
Adero Partners
California
$2649万 +$123万 +20,416 +5%
Comerica Bank
22
Comerica Bank
Texas
$2495万 +$295万 +48,837 +12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2156万 +$305万 +50,561 +16%
McLean Asset Management
24
McLean Asset Management
Virginia
$2052万 -$135万 -22,338 -6%
Sequoia Financial Advisors
25
Sequoia Financial Advisors
Ohio
$1989万 +$2003万 +331,608 新規