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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
AC
301
Applied Capital
Arkansas
$326万 – – –
Werba Rubin Papier Wealth Management
302
Werba Rubin Papier Wealth Management
California
$325万 +$2.66万 +398 +0.9%
RPA
303
Redwood Park Advisors
California
$323万 -$6.46万 -966 -2%
Merit Financial Group
304
Merit Financial Group
Georgia
$322万 -$28.9万 -4,330 -9%
APFP
305
Action Point Financial Planning
Michigan
$321万 +$164万 +24,510 +115%
XY Planning Network
306
XY Planning Network
Montana
$321万 +$10.3万 +1,544 +3%
AWMM
307
Aegis Wealth Management (Maryland)
Maryland
$318万 -$5.01万 -750 -2%
Financial Consulate
308
Financial Consulate
Maryland
$308万 +$18.1万 +2,707 +7%
TWP
309
Tyche Wealth Partners
Texas
$300万 – – –
Sigma Planning Corp
310
Sigma Planning Corp
Michigan
$296万 +$3.19万 +477 +1%
AFA
311
Avant Financial Advisors
Texas
$295万 +$10.3万 +1,538 +4%
TruNorth Capital Management
312
TruNorth Capital Management
Michigan
$293万 – – –
PWP
313
Ponta Wealth Partners
Florida
$291万 +$71.6万 +10,721 +35%
DWA
314
Delap Wealth Advisory
Oregon
$291万 -$6.78万 -1,015 -2%
Fidelity Investments
315
Fidelity Investments
Massachusetts
$290万 +$7.44万 +1,114 +3%
HCM
316
Hutchinson Capital Management
California
$282万 +$25.5万 +3,812 +10%
TWD
317
True Wealth Design
Ohio
$280万 -$9.8万 -1,473 -4%
Vise Technologies
318
Vise Technologies
New York
$278万 +$92.6万 +13,850 +53%
EWP
319
Elevation Wealth Partners
California
$278万 -$7.64万 -1,143 -3%
US Bancorp
320
US Bancorp
Minnesota
$275万 -$118万 -17,692 -31%
Nuveen
321
Nuveen
North Carolina
$273万 +$261万 +39,003 新規
Bridgewater Advisors
322
Bridgewater Advisors
New York
$270万 – – –
SCA
323
Strathmore Capital Advisors
North Carolina
$270万 -$4.7万 -703 -2%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$268万 +$21.1万 +3,161 +9%
3FI
325
3 Factor Indexing
California
$267万 +$1.27万 +190 +0.5%