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U.S. Targeted Value Portfolio ETF Class Shares

名稱 持股 交易金額 股數
變動
持股
變動
Range Advisory
476
Range Advisory
Virginia
US$90.6萬 +US$86.6萬 +12,965 新
MWA
477
Medallion Wealth Advisors
Connecticut
US$90.1萬 -US$6.69萬 -1,001 -7%
JDLA
478
J. Derek Lewis & Associates
California
US$90萬 +US$33.6萬 +5,030 +64%
PMIM
479
Prudent Man Investment Management
Colorado
US$90萬 -US$802 -12 -0.1%
WoodTrust Financial
480
WoodTrust Financial
Wisconsin
US$89.8萬 – – –
DFP
481
Donalies Financial Planning
District of Columbia
US$89.6萬 -US$1,938 -29 -0.2%
BWS
482
BCR Wealth Strategies
Alabama
US$89.4萬 – – –
Plante Moran Financial Advisors
483
Plante Moran Financial Advisors
Michigan
US$87.7萬 -US$5.34萬 -799 -6%
Commerce Bank
484
Commerce Bank
Missouri
US$86.5萬 – – –
Foundations Investment Advisors
485
Foundations Investment Advisors
Arizona
US$85.9萬 -US$4.96萬 -743 -6%
Dorsey & Whitney Trust
486
Dorsey & Whitney Trust
South Dakota
US$85.6萬 – – –
Institute for Wealth Management
487
Institute for Wealth Management
Colorado
US$85.3萬 +US$134 +2 +0%
ACA
488
American Capital Advisory
Idaho
US$84.5萬 +US$4,811 +72 +0.6%
MGO One Seven
489
MGO One Seven
Ohio
US$84.5萬 – – –
Washington Trust
490
Washington Trust
Rhode Island
US$83.8萬 – – –
VFP
491
Vilga Financial Planning
New Jersey
US$83.7萬 – – –
Concurrent Investment Advisors
492
Concurrent Investment Advisors
Florida
US$82.9萬 +US$4.76萬 +712 +6%
Ferguson Wellman Capital Management
493
Ferguson Wellman Capital Management
Oregon
US$82.4萬 -US$267 -4 -0%
NCM
494
NCM Capital Management
New Jersey
US$82.3萬 +US$2,072 +31 +0.3%
Dynamic Advisor Solutions
495
Dynamic Advisor Solutions
Arizona
US$82.3萬 +US$9.42萬 +1,410 +14%
WP
496
Westmount Partners
California
US$81.5萬 – – –
&Partners
497
&Partners
Tennessee
US$81.3萬 -US$27.2萬 -4,066 -26%
Stratos Investment Management
498
Stratos Investment Management
Ohio
US$81.2萬 -US$8.05萬 -1,205 -9%
Chas P. Smith & Associates (CPS)
499
Chas P. Smith & Associates (CPS)
Florida
US$81.1萬 -US$1,136 -17 -0.1%
TP
500
Trailhead Planners
Minnesota
US$80.2萬 – – –