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Ballast Small/Mid Cap ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Consolidated Planning Corp
1
Consolidated Planning Corp
Georgia
$3491万 +$50.3万 +10,420 +2%
Raymond James Financial
2
Raymond James Financial
Florida
$1150万 +$512万 +106,116 +89%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$1026万 -$59.5万 -12,326 -6%
HW
4
Hedeker Wealth
Illinois
$863万 +$34.1万 +7,072 +4%
EFA
5
Englebert Financial Advisers
Pennsylvania
$857万 -$12.6万 -2,613 -2%
FCCM
6
First City Capital Management
Georgia
$768万 +$21.9万 +4,545 +3%
WCG
7
Weaver Consulting Group
California
$764万 +$27.8万 +5,770 +4%
Dakota Wealth Management
8
Dakota Wealth Management
Florida
$739万 -$1.94万 -402 -0.3%
CA
9
Commerce Advisors
Tennessee
$673万 +$359万 +74,347 +129%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$419万 +$14.2万 +2,937 +4%
CIA
11
Cape Investment Advisory
Georgia
$415万 +$9,505 +197 +0.2%
Thomasville National Bank
12
Thomasville National Bank
Georgia
$361万 +$342万 +70,853 新規
Waverly Advisors
13
Waverly Advisors
Alabama
$292万 -$12.4万 -2,573 -4%
Steward Partners Investment Advisory
14
Steward Partners Investment Advisory
New York
$250万 -$7,961 -165 -0.3%
HB Wealth Management
15
HB Wealth Management
Georgia
$208万 – – –
HighTower Advisors
16
HighTower Advisors
Illinois
$206万 -$194万 -40,203 -50%
Argent Trust Co
17
Argent Trust Co
Tennessee
$197万 – – –
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$182万 +$5.77万 +1,196 +3%
Cary Street Partners
19
Cary Street Partners
Virginia
$139万 +$132万 +27,279 新規
Benjamin Edwards Inc
20
Benjamin Edwards Inc
Missouri
$137万 -$1.01万 -209 -0.8%
GTS Securities
21
GTS Securities
Florida
$130万 +$123万 +25,495 新規
Nations Financial Group
22
Nations Financial Group
Iowa
$127万 – – –
Heritage Trust
23
Heritage Trust
Oklahoma
$75.9万 +$7.76万 +1,609 +12%
MGI
24
Miller Global Investments
Texas
$72.9万 -$1.32万 -274 -2%
Pure Financial Advisors
25
Pure Financial Advisors
California
$69.5万 +$5,886 +122 +0.9%