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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
Annandale Capital
176
Annandale Capital
Texas
$896万 +$57.8万 +8,656 +7%
Oppenheimer & Co
177
Oppenheimer & Co
New York
$890万 -$9.9万 -1,485 -1%
Quantinno Capital Management
178
Quantinno Capital Management
New York
$882万 +$179万 +26,853 +27%
TFO
179
Timonier Family Office
North Carolina
$880万 +$841万 +125,860 新規
Rather & Kittrell
180
Rather & Kittrell
Tennessee
$863万 -$19.9万 -2,975 -2%
Mason Investment Advisory Services
181
Mason Investment Advisory Services
Virginia
$842万 +$1.42万 +212 +0.2%
QFPS
182
Quantum Financial Planning Services
Washington
$842万 +$135万 +20,148 +20%
Liberty Wealth Management
183
Liberty Wealth Management
California
$838万 – – –
Arkadios Wealth Advisors
184
Arkadios Wealth Advisors
Georgia
$830万 +$104万 +15,606 +15%
SC
185
Schoolcraft Capital
Colorado
$819万 -$2.39万 -357 -0.3%
CWM
186
Capstone Wealth Management
Montana
$803万 +$21.9万 +3,275 +3%
WPW
187
Watershed Private Wealth
Illinois
$798万 -$20.5万 -3,066 -3%
TC
188
TAGStone Capital
North Carolina
$761万 +$31.7万 +4,746 +5%
PWM
189
Parkshore Wealth Management
California
$748万 -$31.9万 -4,781 -4%
SA
190
Seneschal Advisors
Washington
$746万 -$22.5万 -3,365 -3%
FWM
191
FMB Wealth Management
California
$721万 -$14万 -2,089 -2%
AWM
192
Ariadne Wealth Management
California
$720万 -$7.36万 -1,101 -1%
BP
193
BWM Planning
Texas
$716万 +$10.2万 +1,523 +2%
Northwest Wealth Management
194
Northwest Wealth Management
Iowa
$715万 -$15.3万 -2,295 -2%
VWA
195
Valued Wealth Advisors
Utah
$705万 -$30.6万 -4,580 -4%
MWA
196
Mills Wealth Advisors
Texas
$704万 +$31.9万 +4,775 +5%
WAM
197
Weinberger Asset Management
California
$696万 +$46.1万 +6,895 +8%
Stifel Financial
198
Stifel Financial
Missouri
$694万 -$3.69万 -552 -0.6%
NewEdge Advisors
199
NewEdge Advisors
Louisiana
$692万 +$63.2万 +9,464 +11%
CSW
200
Cogent Strategic Wealth
Illinois
$679万 -$23.4万 -3,497 -3%