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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
Creative Planning
1
Creative Planning
Kansas
$8.1億 -$1074万 -188,647 -1%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$7.71億 +$2764万 +485,231 +4%
Forum Financial Management
3
Forum Financial Management
Illinois
$5.68億 +$2276万 +399,577 +4%
Index Fund Advisors
4
Index Fund Advisors
California
$3.8億 +$1988万 +349,087 +6%
Pure Financial Advisors
5
Pure Financial Advisors
California
$2.89億 +$2037万 +357,646 +8%
Savant Capital
6
Savant Capital
Illinois
$2.79億 +$39.6万 +6,958 +0.1%
Focus Partners Advisor Solutions
7
Focus Partners Advisor Solutions
Missouri
$2.54億 -$2759万 -484,474 -10%
Jackson Thornton Wealth Management
8
Jackson Thornton Wealth Management
Alabama
$1.66億 -$124万 -21,855 -0.8%
Asset Dedication LLC
9
Asset Dedication LLC
California
$1.46億 +$666万 +116,955 +5%
Willow Creek Wealth Management
10
Willow Creek Wealth Management
California
$1.25億 +$307万 +53,882 +3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.23億 -$327万 -57,367 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.09億 -$140万 -24,537 -1%
Trust Company of the South
13
Trust Company of the South
North Carolina
$1.04億 -$92.9万 -16,310 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$9817万 +$759万 +133,327 +9%
Apella Capital
15
Apella Capital
Connecticut
$9373万 -$9.15万 -1,607 -0.1%
Truepoint Inc
16
Truepoint Inc
Ohio
$8871万 -$63.9万 -11,227 -0.7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$8628万 -$1031万 -181,049 -11%
Plancorp LLC
18
Plancorp LLC
Missouri
$8619万 -$314万 -55,057 -4%
Abacus Wealth Partners
19
Abacus Wealth Partners
California
$8392万 -$174万 -30,523 -2%
Great Oak Capital Partners
20
Great Oak Capital Partners
Massachusetts
$8124万 +$300万 +52,626 +4%
Sequoia Financial Advisors
21
Sequoia Financial Advisors
Ohio
$7540万 +$194万 +34,024 +3%
Bank of America
22
Bank of America
North Carolina
$7092万 +$113万 +19,885 +2%
LPL Financial
23
LPL Financial
California
$7044万 +$143万 +25,077 +2%
Premier Financial Group
24
Premier Financial Group
California
$6764万 +$17.6万 +3,098 +0.3%
Evanson Asset Management
25
Evanson Asset Management
California
$6376万 -$29万 -5,093 -0.5%