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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
Cerity Partners
1
Cerity Partners
New York
$16.3億 +$204万 +37,716 +37%
Creative Planning
2
Creative Planning
Kansas
$4.8億 -$741万 -136,775 -1%
Index Fund Advisors
3
Index Fund Advisors
California
$3.57億 -$253万 -46,806 -0.7%
Northern Trust
4
Northern Trust
Illinois
$3.01億 +$739万 +136,499 +2%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
$1.34億 – – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.27億 +$1009万 +186,276 +8%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
$1億 +$413万 +76,195 +4%
Plancorp LLC
8
Plancorp LLC
Missouri
$8026万 -$196万 -36,173 -2%
Resource Consulting Group
9
Resource Consulting Group
Florida
$7447万 -$136万 -25,167 -2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$5777万 +$131万 +24,212 +2%
Beaird Harris Wealth Management
11
Beaird Harris Wealth Management
Texas
$4958万 +$103万 +18,953 +2%
Bank of America
12
Bank of America
North Carolina
$4311万 +$488万 +90,180 +12%
Evanson Asset Management
13
Evanson Asset Management
California
$4278万 +$66.6万 +12,293 +2%
Moisand Fitzgerald Tamayo
14
Moisand Fitzgerald Tamayo
Florida
$3861万 +$551万 +101,669 +16%
ML&R Wealth Management
15
ML&R Wealth Management
Texas
$3714万 +$209万 +38,584 +6%
Corient Private Wealth
16
Corient Private Wealth
Florida
$3288万 +$314万 +57,993 +10%
DFS
17
Dixon Fnancial Services
California
$3195万 -$21.8万 -4,032 -0.7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$3183万 +$241万 +44,516 +8%
Savant Capital
19
Savant Capital
Illinois
$3182万 +$30万 +5,535 +0.9%
Stordahl Capital Management
20
Stordahl Capital Management
Colorado
$3110万 +$83.1万 +15,342 +3%
Bouchey Financial Group
21
Bouchey Financial Group
New York
$2926万 +$63.2万 +11,669 +2%
Foster Group
22
Foster Group
Iowa
$2875万 -$35.9万 -6,625 -1%
Adero Partners
23
Adero Partners
California
$2870万 +$201万 +37,146 +7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2775万 +$377万 +69,617 +15%
Choreo LLC
25
Choreo LLC
Illinois
$2732万 -$132万 -24,378 -4%