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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
TWM
51
Tumwater Wealth Management
Idaho
$4451万 +$53.3万 +7,973 +1%
Helen Stephens Group
52
Helen Stephens Group
Texas
$4087万 +$324万 +48,472 +9%
RYA
53
Richard Young Associates
Georgia
$3905万 -$2.32万 -347 -0.1%
Confluence Wealth Services
54
Confluence Wealth Services
Pennsylvania
$3876万 +$652万 +97,540 +21%
FH
55
Financial Harvest
Florida
$3761万 +$203万 +30,440 +6%
UBS Group
56
UBS Group
Switzerland
$3700万 +$514万 +76,847 +17%
Mosaic Family Wealth Partners
57
Mosaic Family Wealth Partners
Missouri
$3537万 +$116万 +17,347 +4%
EFP
58
EnRich Financial Partners
Wisconsin
$3527万 -$114万 -17,069 -3%
Beaird Harris Wealth Management
59
Beaird Harris Wealth Management
Texas
$3302万 -$83.3万 -12,459 -3%
Summit Financial Strategies
60
Summit Financial Strategies
Ohio
$3302万 +$174万 +26,038 +6%
Planning Center Inc
61
Planning Center Inc
Illinois
$3266万 -$1.98万 -297 -0.1%
TCI Wealth Advisors
62
TCI Wealth Advisors
Arizona
$3253万 -$36.5万 -5,469 -1%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$3229万 +$68.1万 +10,190 +2%
NL
64
NorthAvenue LLC
Ohio
$3182万 +$95.3万 +14,258 +3%
AE Wealth Management
65
AE Wealth Management
Kansas
$3178万 +$94.1万 +14,086 +3%
BWA
66
Babb Wealth Advisors
Arizona
$3172万 +$104万 +15,636 +4%
AQR Capital Management
67
AQR Capital Management
Connecticut
$3129万 +$378万 +56,593 +14%
Conrad Siegel Investment Advisors
68
Conrad Siegel Investment Advisors
Pennsylvania
$3114万 +$33.3万 +4,986 +1%
Forvis Mazars Wealth Advisors
69
Forvis Mazars Wealth Advisors
Missouri
$3049万 -$316万 -47,229 -10%
SIMC
70
Squire Investment Management Company
Utah
$3021万 -$6.54万 -978 -0.2%
WG
71
Watchman Group
Texas
$3017万 +$7.68万 +1,149 +0.3%
DEM
72
Disciplined Equity Management
Florida
$2999万 +$100万 +14,930 +4%
Allen Capital Group
73
Allen Capital Group
Nebraska
$2950万 +$22.5万 +3,373 +0.8%
TFC Financial Management
74
TFC Financial Management
Massachusetts
$2876万 +$16.8万 +2,513 +0.6%
CFGA
75
Cambridge Financial Group (Arizona)
Arizona
$2836万 +$105万 +15,746 +4%