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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
Avantax Planning Partners
726
Avantax Planning Partners
Iowa
$24.3万 – – –
TWCA
727
Two West Capital Advisors
Kansas
$24.3万 -$1.78万 -267 -7%
Caldwell Trust
728
Caldwell Trust
Florida
$24.3万 -$9,021 -135 -4%
Advyzon Investment Management
729
Advyzon Investment Management
Illinois
$23.4万 +$9,355 +140 +4%
AF
730
Align Financial
Minnesota
$23.4万 – – –
RFA
731
Register Financial Advisors
Georgia
$23.4万 +$22.3万 +3,342 新規
SJS Investment Consulting
732
SJS Investment Consulting
Ohio
$23.3万 – – –
Canal Capital Management
733
Canal Capital Management
Virginia
$23.3万 +$735 +11 +0.3%
Raffa Wealth Management
734
Raffa Wealth Management
District of Columbia
$23.2万 – – –
WC
735
Weil Company
California
$23.2万 – – –
BRIA
736
Balanced Rock Investment Advisors
Massachusetts
$23.1万 -$1,270 -19 -0.6%
Level Four Advisory Services
737
Level Four Advisory Services
Texas
$23.1万 +$735 +11 +0.3%
EWM
738
Elmwood Wealth Management
California
$23万 – – –
NPFS
739
Novak & Powell Financial Services
Florida
$23万 – – –
FB
740
First Bancorp
Maine
$23万 – – –
One Day In July LLC
741
One Day In July LLC
Vermont
$22.9万 – – –
Marble Wealth
742
Marble Wealth
Alabama
$22.9万 – – –
JWCA
743
J.W. Cole Advisors
Florida
$22.8万 -$1.12万 -167 -5%
WestHill Financial Advisors
744
WestHill Financial Advisors
California
$22.8万 – – –
Sage Rhino Capital
745
Sage Rhino Capital
California
$22.7万 -$401 -6 -0.2%
First National Bank of Omaha
746
First National Bank of Omaha
Nebraska
$22.6万 +$21.6万 +3,237 新規
SEP
747
Signature Equity Partners
Ohio
$22.5万 +$2.09万 +313 +11%
FCU
748
Financial Concepts Unlimited
Maine
$22.4万 – – –
SFP
749
Sterling Financial Planning
New Jersey
$22.3万 +$21.3万 +3,194 新規
Ameritas Advisory Services
750
Ameritas Advisory Services
Nebraska
$22.3万 -$66万 -9,879 -76%