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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
PFG
201
Pinnacle Financial Group
Illinois
US$943萬 +US$12.3萬 +1,590 +1%
Aspiriant LLC
202
Aspiriant LLC
California
US$933萬 -US$12.7萬 -1,639 -1%
KPP Advisory Services
203
KPP Advisory Services
Kentucky
US$922萬 -US$4.64萬 -599 -0.5%
Platform Technology Partners
204
Platform Technology Partners
New York
US$917萬 +US$87.6萬 +11,305 +11%
YWM
205
Yardley Wealth Management
Pennsylvania
US$906萬 +US$11.1萬 +1,436 +1%
Cardiff Park Advisors
206
Cardiff Park Advisors
California
US$905萬 +US$36.5萬 +4,716 +4%
DFS
207
Demming Financial Services
Ohio
US$897萬 -US$1.34萬 -173 -0.2%
RWM
208
Ruedi Wealth Management
Illinois
US$895萬 -US$5.45萬 -704 -0.6%
FWM
209
Forza Wealth Management
Florida
US$875萬 +US$28.1萬 +3,622 +4%
AWMM
210
Aegis Wealth Management (Maryland)
Maryland
US$866萬 +US$9.8萬 +1,264 +1%
TF
211
TME Financial
California
US$854萬 +US$313萬 +40,407 +64%
CA
212
Claris Advisors
Missouri
US$852萬 -US$18.4萬 -2,371 -2%
RFG Advisory
213
RFG Advisory
Alabama
US$842萬 -US$18.9萬 -2,445 -2%
RA
214
Ruggaard & Associates
Ohio
US$842萬 -US$12.4萬 -1,604 -2%
LG
215
LAM Group
Oregon
US$833萬 -US$1.02萬 -132 -0.1%
ALWM
216
Andrews Lucia Wealth Management
California
US$827萬 +US$2.29萬 +296 +0.3%
STCOSD
217
Sageworth Trust Company of South Dakota
South Dakota
US$813萬 +US$123萬 +15,880 +19%
JWM
218
JDH Wealth Management
California
US$809萬 -US$7.73萬 -998 -1%
CI
219
Cordant Inc
Oregon
US$803萬 +US$60.3萬 +7,779 +9%
Pinnacle Financial Partners (Georgia)
220
Pinnacle Financial Partners (Georgia)
Georgia
US$800萬 +US$26.4萬 +3,402 +4%
SF
221
SeedSafe Financial
Texas
US$795萬 +US$70.5萬 +9,097 +10%
NWM
222
Navigoe Wealth Management
California
US$787萬 -US$4.96萬 -640 -0.7%
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
US$786萬 -US$7.05萬 -910 -0.9%
Kestra Private Wealth Services
224
Kestra Private Wealth Services
Texas
US$782萬 +US$112萬 +14,455 +18%
PF
225
Parker Financial
Washington
US$776萬 +US$8.11萬 +1,047 +1%