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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
$4.73億 +$4210万 +817,727 +10%
Index Fund Advisors
2
Index Fund Advisors
California
$3.49億 -$326万 -63,383 -0.9%
Northern Trust
3
Northern Trust
Illinois
$2.85億 +$651万 +126,372 +2%
Alaska Permanent Fund
4
Alaska Permanent Fund
Alaska
$1.37億 +$1.38億 +2,685,975 新規
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
$1.34億 -$134万 -26,112 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.13億 +$557万 +108,117 +5%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
$9358万 +$347万 +67,358 +4%
Plancorp LLC
8
Plancorp LLC
Missouri
$7975万 -$18.1万 -3,508 -0.2%
Resource Consulting Group
9
Resource Consulting Group
Florida
$7357万 +$72.2万 +14,024 +1%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$5483万 +$158万 +30,690 +3%
Beaird Harris Wealth Management
11
Beaird Harris Wealth Management
Texas
$4715万 +$171万 +33,234 +4%
Evanson Asset Management
12
Evanson Asset Management
California
$4090万 +$346万 +67,257 +9%
Bank of America
13
Bank of America
North Carolina
$3722万 +$1131万 +219,753 +43%
ML&R Wealth Management
14
ML&R Wealth Management
Texas
$3407万 +$264万 +51,258 +8%
Moisand Fitzgerald Tamayo
15
Moisand Fitzgerald Tamayo
Florida
$3228万 +$1156万 +224,469 +55%
DFS
16
Dixon Fnancial Services
California
$3122万 -$6,744 -131 -0%
Savant Capital
17
Savant Capital
Illinois
$3060万 +$9.7万 +1,875 +0.3%
Comerica Bank
18
Comerica Bank
Texas
$2998万 +$110万 +21,385 +4%
Stordahl Capital Management
19
Stordahl Capital Management
Colorado
$2940万 +$112万 +21,832 +4%
Corient Private Wealth
20
Corient Private Wealth
Florida
$2894万 +$2913万 +565,864 新規
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2862万 -$814万 -158,090 -22%
Foster Group
22
Foster Group
Iowa
$2824万 -$105万 -20,342 -4%
Bouchey Financial Group
23
Bouchey Financial Group
New York
$2780万 +$186万 +36,174 +7%
Choreo LLC
24
Choreo LLC
Illinois
$2778万 -$27.2万 -5,279 -1%
Heritage Investment Group
25
Heritage Investment Group
Florida
$2642万 -$92.5万 -17,975 -3%