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U.S. Targeted Value Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
CA
226
Clune & Associates
Illinois
$557万 -$6.54万 -978 -1%
MAI Capital Management
227
MAI Capital Management
Ohio
$554万 +$85.9万 +12,860 +19%
BDWCC
228
B&D White Capital Company
Texas
$540万 -$8.7万 -1,302 -2%
Bragg Financial Advisors
229
Bragg Financial Advisors
North Carolina
$539万 -$25.3万 -3,787 -5%
WWWM
230
White Wing Wealth Management
Texas
$534万 -$8.16万 -1,221 -2%
Certified Advisory Corp
231
Certified Advisory Corp
Florida
$533万 +$82.9万 +12,402 +19%
WKWM
232
Walter & Keenan Wealth Management
Indiana
$529万 +$9.15万 +1,369 +2%
Verdence Capital Advisors
233
Verdence Capital Advisors
Maryland
$529万 – – –
RTD Financial Advisors
234
RTD Financial Advisors
Pennsylvania
$528万 -$2.07万 -310 -0.4%
BBR Partners
235
BBR Partners
New York
$522万 -$4,945 -74 -0.1%
SC&H Financial Advisors
236
SC&H Financial Advisors
Maryland
$522万 +$1,938 +29 +0%
PWS
237
Physician Wealth Solutions
Nevada
$512万 -$1.45万 -217 -0.3%
FFO
238
Fortitude Family Office
Arizona
$511万 -$19.4万 -2,906 -4%
IP
239
Integras Partners
Georgia
$510万 -$7.26万 -1,087 -1%
TCWM
240
Total Clarity Wealth Management
Illinois
$501万 -$4.21万 -630 -0.9%
FF
241
Frankly Finances
Florida
$500万 – – –
Evensky & Katz
242
Evensky & Katz
Florida
$498万 +$6.8万 +1,018 +1%
AFC
243
Ares Financial Consulting
California
$497万 +$2.83万 +424 +0.6%
PAM
244
Pacific Asset Management
Washington
$494万 -$9,890 -148 -0.2%
WFA
245
Woodward Financial Advisors
North Carolina
$490万 -$14.1万 -2,103 -3%
Diversified Portfolios Inc
246
Diversified Portfolios Inc
Michigan
$487万 – – –
PWMG
247
Private Wealth Management Group
New Jersey
$485万 -$16万 -2,393 -3%
LFA
248
Level Financial Advisors
New York
$484万 +$1.6万 +239 +0.3%
HIGP
249
Hill Investment Group Partners
Missouri
$482万 -$1.19万 -178 -0.3%
BJB
250
Broadhurst Jeffrey B
$482万 -$61.9万 -9,259 -12%