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DFATのアイコン

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
Geometric Wealth Advisors
601
Geometric Wealth Advisors
District of Columbia
$45.6万 – – –
FA
602
Fortis Advisors
Pennsylvania
$44.8万 +$1,403 +21 +0.3%
D.E. Shaw & Co
603
D.E. Shaw & Co
New York
$44.6万 +$42.6万 +6,377 新規
Mitchell Capital Management
604
Mitchell Capital Management
Kansas
$44.5万 -$7,952 -119 -2%
Brown Advisory
605
Brown Advisory
Maryland
$44.1万 -$6.38万 -955 -13%
FFG
606
First Financial Group
North Carolina
$44万 – – –
First Manhattan
607
First Manhattan
New York
$43.9万 – – –
William Blair & Company
608
William Blair & Company
Illinois
$43.8万 +$8.91万 +1,334 +27%
SHF
609
Stage Harbor Financial
Massachusetts
$43.8万 – – –
Vertex Planning Partners
610
Vertex Planning Partners
Illinois
$43.7万 -$1.38万 -206 -3%
KFP
611
Keener Financial Planning
Texas
$43.5万 – – –
MWC
612
MBM Wealth Consultants
Missouri
$43.3万 -$2.42万 -362 -6%
BWM
613
BCO Wealth Management
New Mexico
$43.2万 – – –
HIA
614
HTG Investment Advisors
Connecticut
$42.8万 – – –
St Louis Trust
615
St Louis Trust
Missouri
$42.2万 – – –
LSA
616
Lansing Street Advisors
Pennsylvania
$42.1万 +$40.3万 +6,026 新規
Brookwood Investment Group
617
Brookwood Investment Group
Arizona
$42万 +$6.7万 +1,003 +20%
Acorn Financial Advisory Services
618
Acorn Financial Advisory Services
Virginia
$41.9万 – – –
SSC
619
Syverson Strege & Co
Iowa
$41.5万 +$1,069 +16 +0.3%
SAM
620
Sequent Asset Management
Texas
$41.5万 – – –
NWAM LLC
621
NWAM LLC
Washington
$40.9万 +$13.5万 +2,024 +53%
WFA
622
WMG Financial Advisors
Tennessee
$40.9万 -$2,339 -35 -0.6%
WAN
623
Wealth Advisors Northwest
Oregon
$40.7万 -$5,947 -89 -2%
AIS
624
Accredited Investor Services
Minnesota
$40.6万 – – –
Tower Research Capital (TRC)
625
Tower Research Capital (TRC)
New York
$40.5万 +$25.4万 +3,803 +191%