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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
$3.92億 +$4146万 +811,702 +11%
Index Fund Advisors
2
Index Fund Advisors
California
$3.2億 +$1321万 +258,656 +4%
Buckingham Strategic Wealth
3
Buckingham Strategic Wealth
Missouri
$1.23億 +$29.3万 +5,729 +0.2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9812万 -$153万 -29,921 -1%
TCI Wealth Advisors
5
TCI Wealth Advisors
Arizona
$8197万 +$94.4万 +18,485 +1%
Plancorp LLC
6
Plancorp LLC
Missouri
$7270万 +$133万 +25,992 +2%
Resource Consulting Group
7
Resource Consulting Group
Florida
$6626万 -$6.98万 -1,367 -0.1%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$4844万 +$59.7万 +11,679 +1%
Beaird Harris Wealth Management
9
Beaird Harris Wealth Management
Texas
$4134万 +$242万 +47,390 +6%
Evanson Asset Management
10
Evanson Asset Management
California
$3407万 -$29.7万 -5,820 -0.8%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$3339万 +$512万 +100,217 +16%
ML&R Wealth Management
12
ML&R Wealth Management
Texas
$2860万 +$188万 +36,899 +6%
DFS
13
Dixon Fnancial Services
California
$2840万 -$12.3万 -2,409 -0.4%
Savant Capital
14
Savant Capital
Illinois
$2774万 -$47.2万 -9,248 -2%
Foster Group
15
Foster Group
Iowa
$2663万 -$91.5万 -17,919 -3%
Comerica Bank
16
Comerica Bank
Texas
$2634万 -$120万 -23,579 -4%
Stordahl Capital Management
17
Stordahl Capital Management
Colorado
$2572万 +$686万 +134,315 +32%
Choreo LLC
18
Choreo LLC
Illinois
$2550万 -$50.4万 -9,859 -2%
Heritage Investment Group
19
Heritage Investment Group
Florida
$2487万 -$25万 -4,898 -0.9%
Adero Partners
20
Adero Partners
California
$2430万 +$93.5万 +18,309 +4%
Focus Partners Advisor Solutions
21
Focus Partners Advisor Solutions
Missouri
$2421万 +$1553万 +304,110 +141%
Bank of America
22
Bank of America
North Carolina
$2363万 +$1036万 +202,870 +66%
Bouchey Financial Group
23
Bouchey Financial Group
New York
$2360万 +$100万 +19,632 +4%
Forvis Mazars Wealth Advisors
24
Forvis Mazars Wealth Advisors
Missouri
$2343万 -$62.1万 -12,147 -2%
Modera Wealth Management
25
Modera Wealth Management
New Jersey
$2140万 -$367万 -71,777 -13%