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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
$5.14億 -$564万 -102,296 -1%
Index Fund Advisors
2
Index Fund Advisors
California
$3.55億 -$11.8万 -2,148 -0%
Northern Trust
3
Northern Trust
Illinois
$2.95億 -$94.1万 -17,077 -0.3%
Bank of America
4
Bank of America
North Carolina
$1.68億 +$1.18億 +2,133,277 +201%
Buckingham Strategic Wealth
5
Buckingham Strategic Wealth
Missouri
$1.4億 -$54.7万 -9,927 -0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.18億 -$221万 -40,174 -2%
TCI Wealth Advisors
7
TCI Wealth Advisors
Arizona
$1.08億 +$382万 +69,355 +4%
Alaska Permanent Fund
8
Alaska Permanent Fund
Alaska
$9364万 +$3129万 +567,914 +47%
Plancorp LLC
9
Plancorp LLC
Missouri
$7899万 -$24.6万 -4,467 -0.3%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$7196万 +$1398万 +253,711 +23%
Resource Consulting Group
11
Resource Consulting Group
Florida
$5954万 -$1416万 -256,981 -18%
Savant Capital
12
Savant Capital
Illinois
$5936万 +$2895万 +525,567 +87%
Strategic Investment Solutions
13
Strategic Investment Solutions
Illinois
$5420万 +$5329万 +967,335 +6,030%
Beaird Harris Wealth Management
14
Beaird Harris Wealth Management
Texas
$5031万 -$13.9万 -2,527 -0.3%
Pure Financial Advisors
15
Pure Financial Advisors
California
$4552万 +$1280万 +232,349 +37%
Evanson Asset Management
16
Evanson Asset Management
California
$4460万 +$140万 +25,383 +3%
Moisand Fitzgerald Tamayo
17
Moisand Fitzgerald Tamayo
Florida
$4176万 +$18.4万 +3,341 +0.4%
Sageworth Trust
18
Sageworth Trust
Pennsylvania
$3941万 +$4136万 +750,797 新規
ML&R Wealth Management
19
ML&R Wealth Management
Texas
$3799万 +$72.5万 +13,169 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3533万 +$122万 +22,074 +3%
First Command Advisory Services
21
First Command Advisory Services
Texas
$3460万 +$3631万 +659,128 新規
Corient Private Wealth
22
Corient Private Wealth
Florida
$3413万 +$43.6万 +7,915 +1%
Bouchey Financial Group
23
Bouchey Financial Group
New York
$3345万 +$273万 +49,473 +8%
Stordahl Capital Management
24
Stordahl Capital Management
Colorado
$3328万 +$62.2万 +11,297 +2%
Adero Partners
25
Adero Partners
California
$3207万 +$153万 +27,863 +5%