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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
Range Advisory
476
Range Advisory
Virginia
$90.6万 +$86.6万 +12,965 新規
MWA
477
Medallion Wealth Advisors
Connecticut
$90.1万 -$6.69万 -1,001 -7%
JDLA
478
J. Derek Lewis & Associates
California
$90万 +$33.6万 +5,030 +64%
PMIM
479
Prudent Man Investment Management
Colorado
$90万 -$802 -12 -0.1%
WoodTrust Financial
480
WoodTrust Financial
Wisconsin
$89.8万 – – –
DFP
481
Donalies Financial Planning
District of Columbia
$89.6万 -$1,938 -29 -0.2%
BWS
482
BCR Wealth Strategies
Alabama
$89.4万 – – –
Plante Moran Financial Advisors
483
Plante Moran Financial Advisors
Michigan
$87.7万 -$5.34万 -799 -6%
Commerce Bank
484
Commerce Bank
Missouri
$86.5万 – – –
Foundations Investment Advisors
485
Foundations Investment Advisors
Arizona
$85.9万 -$4.96万 -743 -6%
Dorsey & Whitney Trust
486
Dorsey & Whitney Trust
South Dakota
$85.6万 – – –
Institute for Wealth Management
487
Institute for Wealth Management
Colorado
$85.3万 +$134 +2 +0%
ACA
488
American Capital Advisory
Idaho
$84.5万 +$4,811 +72 +0.6%
MGO One Seven
489
MGO One Seven
Ohio
$84.5万 – – –
Washington Trust
490
Washington Trust
Rhode Island
$83.8万 – – –
VFP
491
Vilga Financial Planning
New Jersey
$83.7万 – – –
Concurrent Investment Advisors
492
Concurrent Investment Advisors
Florida
$82.9万 +$4.76万 +712 +6%
Ferguson Wellman Capital Management
493
Ferguson Wellman Capital Management
Oregon
$82.4万 -$267 -4 -0%
NCM
494
NCM Capital Management
New Jersey
$82.3万 +$2,072 +31 +0.3%
Dynamic Advisor Solutions
495
Dynamic Advisor Solutions
Arizona
$82.3万 +$9.42万 +1,410 +14%
WP
496
Westmount Partners
California
$81.5万 – – –
&Partners
497
&Partners
Tennessee
$81.3万 -$27.2万 -4,066 -26%
Stratos Investment Management
498
Stratos Investment Management
Ohio
$81.2万 -$8.05万 -1,205 -9%
Chas P. Smith & Associates (CPS)
499
Chas P. Smith & Associates (CPS)
Florida
$81.1万 -$1,136 -17 -0.1%
TP
500
Trailhead Planners
Minnesota
$80.2万 – – –