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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
OFP
126
OLIO Financial Planning
Virginia
$1634万 +$23.5万 +3,522 +2%
McLean Asset Management
127
McLean Asset Management
Virginia
$1602万 -$29.9万 -4,478 -2%
Fiduciary Financial Group
128
Fiduciary Financial Group
California
$1577万 +$99.5万 +14,884 +7%
HWA
129
HMV Wealth Advisors
Louisiana
$1549万 +$3,675 +55 +0%
NWM
130
Navigoe Wealth Management
California
$1543万 -$4.6万 -688 -0.3%
JWM
131
JDH Wealth Management
California
$1523万 -$33.6万 -5,031 -2%
Wealth Management Nebraska
132
Wealth Management Nebraska
Nebraska
$1487万 -$14.6万 -2,192 -1%
RWM
133
Ruedi Wealth Management
Illinois
$1487万 -$25.5万 -3,809 -2%
SWA
134
ShankerValleau Wealth Advisors
Illinois
$1463万 -$40.2万 -6,017 -3%
ALWM
135
Andrews Lucia Wealth Management
California
$1439万 -$2.25万 -336 -0.2%
Osaic Holdings
136
Osaic Holdings
Arizona
$1426万 +$200万 +29,874 +17%
KPP
137
Kings Path Partners
Texas
$1424万 +$247万 +36,894 +22%
CWMA
138
Capstone Wealth Management (Alabama)
Alabama
$1370万 -$45.8万 -6,850 -3%
NG
139
Navigation Group
California
$1360万 +$10.5万 +1,569 +0.8%
Aspiriant LLC
140
Aspiriant LLC
California
$1316万 – – –
Moisand Fitzgerald Tamayo
141
Moisand Fitzgerald Tamayo
Florida
$1308万 -$20.5万 -3,072 -2%
VPWA
142
Vestia Personal Wealth Advisors
Indiana
$1295万 -$4,410 -66 -0%
Spire Wealth Management
143
Spire Wealth Management
Virginia
$1268万 +$20.3万 +3,039 +2%
Larson Financial Group
144
Larson Financial Group
Missouri
$1267万 -$225万 -33,726 -16%
DI
145
Disciplined Investments
Oklahoma
$1260万 +$67.6万 +10,112 +6%
PS
146
Pinney & Scofield
Massachusetts
$1242万 -$14.4万 -2,154 -1%
BTWM
147
Baker Tilly Wealth Management
Wisconsin
$1242万 -$64万 -9,574 -5%
Robertson Stephens Wealth Management
148
Robertson Stephens Wealth Management
California
$1231万 +$2.01万 +301 +0.2%
VW
149
Vance Wealth
California
$1168万 +$4.75万 +711 +0.4%
PWMG
150
Pioneer Wealth Management Group
Texas
$1161万 +$83万 +12,427 +8%