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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
FJWM
201
Ferguson Johnson Wealth Management
Maryland
$675万 -$4.02万 -602 -0.6%
Axxcess Wealth Management
202
Axxcess Wealth Management
California
$671万 +$642万 +96,061 新規
SFP
203
SwitchPoint Financial Planning
Utah
$646万 +$8,620 +129 +0.1%
VF
204
Vestment Financial
Minnesota
$642万 +$31.9万 +4,768 +5%
CA
205
Claris Advisors
Missouri
$642万 -$16.8万 -2,509 -3%
Bedel Financial Consulting
206
Bedel Financial Consulting
Indiana
$634万 +$104万 +15,552 +21%
Greenspring Advisors
207
Greenspring Advisors
Maryland
$634万 -$7.94万 -1,188 -1%
SIM
208
Studio Investment Management
Illinois
$633万 +$22.6万 +3,385 +4%
Gibson Capital
209
Gibson Capital
Pennsylvania
$622万 -$6.88万 -1,029 -1%
GMA
210
Glassy Mountain Advisors
Maryland
$616万 -$12万 -1,794 -2%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$615万 -$3.98万 -596 -0.7%
LWM
212
Lionshead Wealth Management
New York
$609万 +$15.5万 +2,322 +3%
W
213
WorthPointe
California
$608万 +$34.4万 +5,151 +6%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$608万 -$5.43万 -812 -0.9%
CWA
215
CogentBlue Wealth Advisors
Tennessee
$606万 -$16.9万 -2,534 -3%
Private Advisor Group
216
Private Advisor Group
New Jersey
$601万 +$285万 +42,704 +99%
BH
217
Burk Holdings
Oklahoma
$592万 -$17.3万 -2,585 -3%
MCA
218
Maryland Capital Advisors
Maryland
$590万 +$564万 +84,406 新規
1900 Wealth Management
219
1900 Wealth Management
Texas
$587万 -$6.68万 -999 -1%
PWM
220
Platform Wealth Management
Utah
$583万 +$557万 +83,404 新規
RLIM
221
Red Lighthouse Investment Management
New York
$581万 -$7.1万 -1,062 -1%
SC
222
Shearwater Capital
Colorado
$574万 – – –
PWIA
223
Porter White Investment Advisors
Alabama
$571万 -$14.6万 -2,183 -3%
HB Wealth Management
224
HB Wealth Management
Georgia
$570万 +$80.6万 +12,057 +17%
Aviance Capital Partners
225
Aviance Capital Partners
Florida
$563万 +$22.8万 +3,414 +4%