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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
$4億 +$3106万 +551,683 +8%
Index Fund Advisors
2
Index Fund Advisors
California
$3.87億 +$170万 +30,160 +0.4%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
$1.44億 -$158万 -28,011 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.18億 +$356万 +63,209 +3%
TCI Wealth Advisors
5
TCI Wealth Advisors
Arizona
$1億 +$183万 +32,484 +2%
Plancorp LLC
6
Plancorp LLC
Missouri
$8809万 +$51万 +9,056 +0.6%
Resource Consulting Group
7
Resource Consulting Group
Florida
$7783万 +$123万 +21,909 +2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$5779万 -$30.5万 -5,422 -0.5%
Evanson Asset Management
9
Evanson Asset Management
California
$3915万 +$62.2万 +11,041 +2%
ML&R Wealth Management
10
ML&R Wealth Management
Texas
$3515万 +$39.6万 +7,031 +1%
DFS
11
Dixon Fnancial Services
California
$3448万 -$14.5万 -2,584 -0.4%
Savant Capital
12
Savant Capital
Illinois
$3441万 -$29.9万 -5,310 -0.9%
Beaird Harris Wealth Management
13
Beaird Harris Wealth Management
Texas
$3434万 +$412万 +73,200 +14%
Foster Group
14
Foster Group
Iowa
$3330万 -$54.5万 -9,682 -2%
Choreo LLC
15
Choreo LLC
Illinois
$3169万 -$8.16万 -1,449 -0.3%
Heritage Investment Group
16
Heritage Investment Group
Florida
$3072万 -$18.1万 -3,217 -0.6%
Modera Wealth Management
17
Modera Wealth Management
New Jersey
$3045万 -$71.2万 -12,643 -2%
Dixon Hughes Goodman Wealth Advisors
18
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2954万 -$46.1万 -8,190 -2%
Comerica Bank
19
Comerica Bank
Texas
$2819万 +$277万 +49,185 +11%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$2815万 +$2767万 +491,536 +4,641%
Adero Partners
21
Adero Partners
California
$2686万 +$212万 +37,618 +9%
Bouchey Financial Group
22
Bouchey Financial Group
New York
$2604万 +$1631万 +289,764 +166%
Dowling & Yahnke
23
Dowling & Yahnke
California
$2439万 -$63.4万 -11,254 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2178万 +$164万 +29,061 +8%
Carlson Capital Management
25
Carlson Capital Management
Minnesota
$2065万 -$453万 -80,537 -18%