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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
$5.62億 +$138万 +29,482 +0.2%
Index Fund Advisors
2
Index Fund Advisors
California
$4.19億 +$4.14億 +8,821,747 新規
Creative Planning
3
Creative Planning
Kansas
$3.82億 +$3644万 +775,963 +11%
Forum Financial Management
4
Forum Financial Management
Illinois
$2.2億 +$2.17億 +4,620,664 新規
Savant Capital
5
Savant Capital
Illinois
$1.46億 -$315万 -67,024 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.11億 +$722万 +153,854 +7%
Jackson Thornton Wealth Management
7
Jackson Thornton Wealth Management
Alabama
$1.06億 +$1.05億 +2,232,642 新規
Equius Partners
8
Equius Partners
California
$1.04億 +$1.03億 +2,187,153 新規
Truepoint Inc
9
Truepoint Inc
Ohio
$9215万 -$116万 -24,618 -1%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$8980万 +$444万 +94,592 +5%
Abacus Wealth Partners
11
Abacus Wealth Partners
California
$8647万 +$70.3万 +14,967 +0.8%
Plancorp LLC
12
Plancorp LLC
Missouri
$8607万 +$153万 +32,591 +2%
Resource Consulting Group
13
Resource Consulting Group
Florida
$7386万 +$7299万 +1,554,279 新規
Willow Creek Wealth Management
14
Willow Creek Wealth Management
California
$7383万 +$133万 +28,377 +2%
Wipfli Financial Advisors
15
Wipfli Financial Advisors
Wisconsin
$5936万 -$242万 -51,600 -4%
Dowling & Yahnke
16
Dowling & Yahnke
California
$5685万 +$340万 +72,445 +6%
Quantitative Advantage
17
Quantitative Advantage
Minnesota
$5626万 +$5559万 +1,183,907 新規
Modera Wealth Management
18
Modera Wealth Management
New Jersey
$5586万 +$244万 +51,953 +5%
Evanson Asset Management
19
Evanson Asset Management
California
$5469万 -$170万 -36,207 -3%
Focus Partners Advisor Solutions
20
Focus Partners Advisor Solutions
Missouri
$4924万 +$4866万 +1,036,178 新規
Balasa Dinverno & Foltz
21
Balasa Dinverno & Foltz
$4711万 +$263万 +55,986 +6%
Asset Dedication LLC
22
Asset Dedication LLC
California
$4666万 +$743万 +158,184 +19%
Bayshore Asset Management
23
Bayshore Asset Management
Florida
$4269万 +$4219万 +898,371 新規
Merriman Wealth Management
24
Merriman Wealth Management
Washington
$3910万 -$1.08億 -2,308,035 -74%
Dixon Hughes Goodman Wealth Advisors
25
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3796万 +$3751万 +798,825 新規