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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
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$7957万 +$664万 +99,306 +9%
SM
27
Sensible Money
Arizona
$7629万 +$154万 +23,058 +2%
Evanson Financial
28
Evanson Financial
Virginia
$7619万 +$7284万 +1,090,019 新規
Allworth Financial
29
Allworth Financial
California
$7416万 +$92万 +13,760 +1%
Abacus Wealth Partners
30
Abacus Wealth Partners
California
$7159万 -$2225万 -332,924 -25%
Parkwoods Wealth Partners
31
Parkwoods Wealth Partners
New York
$6469万 +$87.3万 +13,058 +1%
Empirical Wealth Management
32
Empirical Wealth Management
Washington
$6450万 +$57.9万 +8,659 +0.9%
TH
33
Team Hewins
California
$6416万 -$15.9万 -2,380 -0.3%
Great Waters Wealth Management
34
Great Waters Wealth Management
Minnesota
$6210万 +$234万 +34,948 +4%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$5920万 +$1423万 +212,905 +34%
AssetMark Inc
36
AssetMark Inc
California
$5913万 +$2532万 +378,913 +81%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5768万 +$918万 +137,406 +20%
Joel Isaacson & Co
38
Joel Isaacson & Co
New York
$5759万 +$69.8万 +10,448 +1%
BAM
39
Bayshore Asset Management
Florida
$5708万 -$127万 -19,062 -2%
Mariner
40
Mariner
Kansas
$5502万 -$451万 -67,532 -8%
Modera Wealth Management
41
Modera Wealth Management
New Jersey
$5387万 +$247万 +36,924 +5%
Monograph Wealth Advisors
42
Monograph Wealth Advisors
California
$5291万 +$168万 +25,198 +3%
Plancorp LLC
43
Plancorp LLC
Missouri
$5283万 -$4251万 -636,083 -46%
RW Investment Management
44
RW Investment Management
Idaho
$5185万 -$140万 -20,942 -3%
Three Arch Wealth Management
45
Three Arch Wealth Management
California
$5109万 -$47.3万 -7,083 -1%
Phillips Financial Management
46
Phillips Financial Management
Indiana
$4982万 -$302万 -45,149 -6%
Sax Wealth Advisors
47
Sax Wealth Advisors
New Jersey
$4842万 +$120万 +17,970 +2%
KEB Asset Management
48
KEB Asset Management
Illinois
$4788万 -$17.6万 -2,631 -0.4%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$4630万 +$78万 +11,668 +2%
JP Morgan Chase
50
JP Morgan Chase
New York
$4598万 +$220万 +32,966 +5%