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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
PFS
176
Professional Financial Solutions
Virginia
US$1162萬 +US$19.3萬 +2,490 +2%
DWM
177
Daner Wealth Management
Georgia
US$1141萬 -US$7.6萬 -981 -0.7%
CCM
178
Colorado Capital Management
Colorado
US$1141萬 -US$31.1萬 -4,014 -3%
Capital Analysts LLC
179
Capital Analysts LLC
Pennsylvania
US$1140萬 +US$119萬 +15,371 +12%
GAM
180
GEM Asset Management
Michigan
US$1125萬 +US$29.3萬 +3,779 +3%
Discipline Wealth Solutions
181
Discipline Wealth Solutions
South Carolina
US$1109萬 +US$164萬 +21,129 +19%
Kelleher Financial Advisors
182
Kelleher Financial Advisors
New York
US$1108萬 +US$664萬 +85,708 +176%
FNBSF
183
First National Bank Sioux Falls
South Dakota
US$1093萬 – – –
BCA
184
Ballentine Capital Advisors
South Carolina
US$1089萬 +US$16.6萬 +2,144 +2%
1900 Wealth Management
185
1900 Wealth Management
Texas
US$1076萬 -US$7.65萬 -987 -0.7%
CW
186
Curio Wealth
Maryland
US$1073萬 +US$48.4萬 +6,250 +5%
Waterfront Wealth
187
Waterfront Wealth
Kansas
US$1049萬 -US$4.33萬 -559 -0.4%
Rehmann Capital Advisory Group
188
Rehmann Capital Advisory Group
Michigan
US$1047萬 +US$739萬 +95,440 +301%
Hardy Reed
189
Hardy Reed
Mississippi
US$1042萬 +US$27.3萬 +3,522 +3%
CWM
190
CarsonAllaria Wealth Management
Illinois
US$1034萬 +US$7.69萬 +993 +0.8%
TFO Wealth Partners
191
TFO Wealth Partners
Ohio
US$1015萬 -US$16.3萬 -2,100 -2%
CPA
192
Capital Performance Advisors
California
US$1005萬 -US$74.8萬 -9,654 -7%
SSC
193
Syverson Strege & Co
Iowa
US$1002萬 -US$457萬 -59,053 -33%
VPWA
194
Vestia Personal Wealth Advisors
Indiana
US$994萬 +US$32.3萬 +4,174 +4%
KEB Asset Management
195
KEB Asset Management
Illinois
US$989萬 +US$15.4萬 +1,994 +2%
Kestra Advisory Services
196
Kestra Advisory Services
Texas
US$988萬 -US$60萬 -7,747 -6%
CPCP
197
Cedar Point Capital Partners
Iowa
US$988萬 +US$24.8萬 +3,201 +3%
VWM
198
Vermillion Wealth Management
Minnesota
US$982萬 -US$18.5萬 -2,389 -2%
MA
199
MBA Advisors
Pennsylvania
US$978萬 +US$136萬 +17,605 +17%
CWA
200
Cascade Wealth Advisors
Washington
US$950萬 +US$60.2萬 +7,770 +7%