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U.S. High Relative Profitability Portfolio ETF Class Shares

名前 保有額 取引額 株数
増減
保有比率の
変化
Root Financial Partners
26
Root Financial Partners
California
$7901万 +$2273万 +569,857 +43%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$7710万 +$232万 +58,236 +3%
Vise Technologies
28
Vise Technologies
New York
$7704万 +$3264万 +818,159 +80%
Raymond James Financial
29
Raymond James Financial
Florida
$7284万 +$321万 +80,536 +5%
Planning Center Inc
30
Planning Center Inc
Illinois
$6982万 +$83.5万 +20,923 +1%
High Probability Advisors
31
High Probability Advisors
New York
$6717万 +$369万 +92,595 +6%
Bank of America
32
Bank of America
North Carolina
$6258万 +$293万 +73,517 +5%
Bouchey Financial Group
33
Bouchey Financial Group
New York
$5816万 -$3062万 -767,643 -36%
Clearstead Advisors
34
Clearstead Advisors
Ohio
$5693万 -$5392万 -1,351,541 -50%
Satovsky Asset Management
35
Satovsky Asset Management
New York
$5612万 +$132万 +33,045 +3%
RS
36
Retirement Solution
Washington
$5498万 +$23.7万 +5,943 +0.5%
Vestmark Advisory Solutions
37
Vestmark Advisory Solutions
Massachusetts
$5468万 -$3.11万 -780 -0.1%
Leading Edge Financial Planning
38
Leading Edge Financial Planning
Tennessee
$5367万 +$344万 +86,170 +7%
Symmetry Partners
39
Symmetry Partners
Connecticut
$5274万 -$105万 -26,299 -2%
DiNuzzo Private Wealth
40
DiNuzzo Private Wealth
Pennsylvania
$5162万 +$47.7万 +11,958 +1%
Market Street Wealth Management Advisors
41
Market Street Wealth Management Advisors
Indiana
$5084万 +$116万 +29,005 +2%
Burton Enright Welch
42
Burton Enright Welch
California
$4987万 +$325万 +81,552 +7%
Meredith Wealth Planning
43
Meredith Wealth Planning
Illinois
$4963万 -$41.3万 -10,356 -0.9%
Catalyst Capital Advisors
44
Catalyst Capital Advisors
New York
$4892万 – – –
Millburn Ridgefield Corp
45
Millburn Ridgefield Corp
New York
$4892万 – – –
Greenspring Advisors
46
Greenspring Advisors
Maryland
$4887万 +$102万 +25,445 +2%
Phillips Financial Management
47
Phillips Financial Management
Indiana
$4868万 -$328万 -82,246 -7%
Safeguard Investment Advisory Group
48
Safeguard Investment Advisory Group
California
$4858万 -$264万 -66,211 -5%
Harbour Investments
49
Harbour Investments
Wisconsin
$4760万 +$180万 +45,097 +4%
Freedom Investment Management
50
Freedom Investment Management
Connecticut
$4691万 -$247万 -61,856 -5%