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Weitz Core Plus Bond ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
NPI
1
New Perspectives Inc
Mississippi
$7838万 +$570万 +225,041 +8%
SMI Advisory Services
2
SMI Advisory Services
Indiana
$2144万 +$79.1万 +31,189 +4%
Clear Trail Advisors
3
Clear Trail Advisors
Texas
$1631万 +$153万 +60,480 +10%
PA
4
PFW Advisors
Georgia
$869万 +$25.5万 +10,070 +3%
SWM
5
Stapp Wealth Management
Washington
$821万 +$7.41万 +2,925 +0.9%
LexAurum Advisors
6
LexAurum Advisors
Kansas
$639万 +$150万 +59,340 +31%
Integrated Wealth Concepts
7
Integrated Wealth Concepts
Massachusetts
$521万 +$521万 +205,416 新規
Farther Finance Advisors
8
Farther Finance Advisors
California
$471万 +$13.4万 +5,300 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$315万 +$156万 +61,436 +98%
Sigma Planning Corp
10
Sigma Planning Corp
Michigan
$306万 -$22.2万 -8,763 -7%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
$269万 +$269万 +106,048 新規
RFW
12
Rainier Family Wealth
Washington
$229万 +$17.2万 +6,779 +8%
Global Retirement Partners
13
Global Retirement Partners
California
$138万 +$138万 +54,575 新規
Toth Financial Advisory
14
Toth Financial Advisory
Virginia
$57.8万 +$21.8万 +8,584 +60%
Citadel Advisors
15
Citadel Advisors
Florida
$53万 +$53万 +20,906 新規
TFM
16
Trademark Financial Management
Minnesota
$46.9万 +$13.7万 +5,413 +41%
MQWP
17
Morey & Quinn Wealth Partners
Nebraska
$42.1万 +$42.1万 +16,619 新規
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$37.5万 +$5.18万 +2,044 +16%
AWM
19
Aviso Wealth Management
Washington
$33.6万 +$33.6万 +13,238 新規
Brookwood Investment Group
20
Brookwood Investment Group
Arizona
$30.6万 +$7.1万 +2,800 +30%
Flow Traders U.S.
21
Flow Traders U.S.
New York
$29.8万 +$29.8万 +11,760 新規
Eastern Bank
22
Eastern Bank
Massachusetts
$5.07万 +$5.07万 +2,000 新規
UBS Group
23
UBS Group
Switzerland
$2.06万 +$2.06万 +814 新規
Goldman Sachs
24
Goldman Sachs
New York
– -$147万 -58,011 解消