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Return Stacked Global Stocks & Bonds ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
WI
1
WJ Interests
Texas
$5248万 +$223万 +74,355 +5%
FS
2
Ferguson Shapiro
Georgia
$4463万 -$877万 -292,730 -17%
Integrated Wealth Concepts
3
Integrated Wealth Concepts
Massachusetts
$3186万 -$64.7万 -21,612 -2%
WW
4
Wright Wealth
Georgia
$1893万 +$63.7万 +21,276 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1535万 +$34.9万 +11,651 +2%
PFA
6
Professional Financial Advisors
Nebraska
$1331万 +$17.1万 +5,711 +1%
AP
7
Aspect Partners
Virginia
$889万 +$27.6万 +9,229 +3%
World Investment Advisors
8
World Investment Advisors
California
$836万 – – –
Mather Group
9
Mather Group
Illinois
$602万 +$410万 +136,927 +234%
BPW
10
BLVD Private Wealth
Kentucky
$514万 -$18.1万 -6,036 -3%
FA
11
Fermata Advisors
California
$494万 +$71.9万 +24,000 +18%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$464万 +$26.5万 +8,860 +6%
APFP
13
Action Point Financial Planning
Michigan
$375万 +$365万 +121,915 新規
First Business Financial Services
14
First Business Financial Services
Wisconsin
$363万 +$120万 +39,900 +51%
Accurate Wealth Management
15
Accurate Wealth Management
Florida
$272万 -$27.4万 -9,143 -9%
Nicholas Hoffman & Company
16
Nicholas Hoffman & Company
Georgia
$231万 +$25.8万 +8,628 +13%
OPWM
17
Oregon Pacific Wealth Management
Oregon
$173万 -$2.06万 -687 -1%
RF
18
RHS Financial
California
$168万 +$163万 +54,570 新規
Manhattan West Asset Management
19
Manhattan West Asset Management
California
$139万 +$135万 +45,085 新規
MML Investors Services
20
MML Investors Services
Massachusetts
$124万 +$12.4万 +4,139 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$122万 – – –
Private Advisory Group
22
Private Advisory Group
Washington
$107万 – – –
BRPW
23
Ballast Rock Private Wealth
South Carolina
$107万 +$26.4万 +8,800 +34%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$107万 +$11.4万 +3,819 +12%
JP Morgan Chase
25
JP Morgan Chase
New York
$93.2万 +$21万 +7,022 +30%