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U.S. Small Cap Portfolio ETF Class Shares

名稱 持股 交易金額 股數
變動
持股
變動
NAM
301
NorthCrest Asset Manangement
Minnesota
US$426萬 – – –
HWMG
302
Harbour Wealth Management Group
South Carolina
US$424萬 +US$15.1萬 +1,947 +4%
FPN
303
Financial Planning Navigators
Minnesota
US$415萬 +US$23.5萬 +3,038 +6%
Advisory Services Network
304
Advisory Services Network
Georgia
US$412萬 +US$27.2萬 +3,505 +8%
MCA
305
Maryland Capital Advisors
Maryland
US$411萬 +US$387萬 +49,964 新
TCP Asset Management
306
TCP Asset Management
Ohio
US$408萬 -US$3.4萬 -439 -0.9%
IAG
307
Investment Advisory Group
Massachusetts
US$408萬 -US$3.28萬 -423 -0.8%
SEI Investments
308
SEI Investments
Pennsylvania
US$408萬 +US$47.1萬 +6,078 +14%
BP
309
BWM Planning
Texas
US$404萬 -US$69.8萬 -9,014 -16%
Mather Group
310
Mather Group
Illinois
US$401萬 +US$32.7萬 +4,220 +9%
Mitchell McLeod Pugh & Williams
311
Mitchell McLeod Pugh & Williams
Alabama
US$399萬 +US$135萬 +17,482 +56%
AIA
312
Armor Investment Advisors
North Carolina
US$396萬 -US$12.5萬 -1,610 -3%
PF
313
PlanWiser Financial
Colorado
US$392萬 +US$302萬 +39,012 +452%
TC
314
TAGStone Capital
North Carolina
US$391萬 -US$1,937 -25 -0.1%
Blume Capital Management
315
Blume Capital Management
California
US$388萬 -US$7.48萬 -965 -2%
SA
316
Spectrum Advisors
Texas
US$387萬 +US$23.2萬 +2,991 +7%
SIS
317
Strategic Investment Solutions
Illinois
US$383萬 +US$3.23萬 +417 +0.9%
IHT Wealth Management
318
IHT Wealth Management
Illinois
US$378萬 -US$7.04萬 -909 -2%
Mason & Associates (California)
319
Mason & Associates (California)
California
US$377萬 -US$5.84萬 -754 -2%
Kingsview Wealth Management
320
Kingsview Wealth Management
Oregon
US$376萬 +US$30.8萬 +3,977 +10%
FourThought Financial Partners
321
FourThought Financial Partners
Florida
US$375萬 +US$105萬 +13,580 +42%
AL
322
ADE LLC
Maryland
US$375萬 +US$34.2萬 +4,409 +11%
FIM
323
Freedom Investment Management
Connecticut
US$371萬 -US$5.74萬 -741 -2%
Texas Capital Bank Wealth Management Services
324
Texas Capital Bank Wealth Management Services
Texas
US$370萬 – – –
LFGO
325
Legacy Financial Group (Oklahoma)
Oklahoma
US$368萬 -US$2.81萬 -363 -0.8%