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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
Buckingham Strategic Wealth
1
Buckingham Strategic Wealth
Missouri
$5.01億 +$5.03億 +11,188,003 新規
Creative Planning
2
Creative Planning
Kansas
$3.1億 +$3.11億 +6,917,227 新規
Savant Capital
3
Savant Capital
Illinois
$1.42億 +$1.42億 +3,168,112 新規
Abacus Wealth Partners
4
Abacus Wealth Partners
California
$8215万 +$8237万 +1,833,480 新規
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$8083万 +$8105万 +1,804,140 新規
Plancorp LLC
6
Plancorp LLC
Missouri
$7961万 +$7983万 +1,776,954 新規
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7723万 +$7743万 +1,723,666 新規
Merriman Wealth Management
8
Merriman Wealth Management
Washington
$7558万 +$7578万 +1,686,866 新規
Willow Creek Wealth Management
9
Willow Creek Wealth Management
California
$6720万 +$6738万 +1,499,968 新規
Wipfli Financial Advisors
10
Wipfli Financial Advisors
Wisconsin
$6077万 +$6093万 +1,356,269 新規
Evanson Asset Management
11
Evanson Asset Management
California
$5293万 +$5308万 +1,181,448 新規
Dowling & Yahnke
12
Dowling & Yahnke
California
$4852万 +$4865万 +1,082,839 新規
Modera Wealth Management
13
Modera Wealth Management
New Jersey
$4651万 +$4664万 +1,038,093 新規
Balasa Dinverno & Foltz
14
Balasa Dinverno & Foltz
$3990万 +$4001万 +890,594 新規
Hill Investment Group Partners
15
Hill Investment Group Partners
Missouri
$3480万 +$3489万 +776,696 新規
Carlson Capital Management
16
Carlson Capital Management
Minnesota
$3348万 +$3357万 +747,293 新規
Choreo LLC
17
Choreo LLC
Illinois
$3182万 +$3191万 +710,223 新規
TCI Wealth Advisors
18
TCI Wealth Advisors
Arizona
$3056万 +$3064万 +681,983 新規
Asset Dedication LLC
19
Asset Dedication LLC
California
$3009万 +$3017万 +671,545 新規
Foster Group
20
Foster Group
Iowa
$2940万 +$2948万 +656,300 新規
Empirical Wealth Management
21
Empirical Wealth Management
Washington
$2586万 +$2593万 +577,154 新規
TFC Financial Management
22
TFC Financial Management
Massachusetts
$2579万 +$2586万 +575,646 新規
HighTower Advisors
23
HighTower Advisors
Illinois
$2223万 +$2229万 +496,161 新規
TFO Wealth Partners
24
TFO Wealth Partners
Ohio
$2104万 +$2123万 +472,542 新規
Joel Isaacson & Co
25
Joel Isaacson & Co
New York
$1949万 +$1954万 +434,960 新規