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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
OFP
126
OLIO Financial Planning
Virginia
US$1634萬 +US$23.5萬 +3,522 +2%
McLean Asset Management
127
McLean Asset Management
Virginia
US$1602萬 -US$29.9萬 -4,478 -2%
Fiduciary Financial Group
128
Fiduciary Financial Group
California
US$1577萬 +US$99.5萬 +14,884 +7%
HWA
129
HMV Wealth Advisors
Louisiana
US$1549萬 +US$3,675 +55 +0%
NWM
130
Navigoe Wealth Management
California
US$1543萬 -US$4.6萬 -688 -0.3%
JWM
131
JDH Wealth Management
California
US$1523萬 -US$33.6萬 -5,031 -2%
Wealth Management Nebraska
132
Wealth Management Nebraska
Nebraska
US$1487萬 -US$14.6萬 -2,192 -1%
RWM
133
Ruedi Wealth Management
Illinois
US$1487萬 -US$25.5萬 -3,809 -2%
SWA
134
ShankerValleau Wealth Advisors
Illinois
US$1463萬 -US$40.2萬 -6,017 -3%
ALWM
135
Andrews Lucia Wealth Management
California
US$1439萬 -US$2.25萬 -336 -0.2%
Osaic Holdings
136
Osaic Holdings
Arizona
US$1426萬 +US$200萬 +29,874 +17%
KPP
137
Kings Path Partners
Texas
US$1424萬 +US$247萬 +36,894 +22%
CWMA
138
Capstone Wealth Management (Alabama)
Alabama
US$1370萬 -US$45.8萬 -6,850 -3%
NG
139
Navigation Group
California
US$1360萬 +US$10.5萬 +1,569 +0.8%
Aspiriant LLC
140
Aspiriant LLC
California
US$1316萬 – – –
Moisand Fitzgerald Tamayo
141
Moisand Fitzgerald Tamayo
Florida
US$1308萬 -US$20.5萬 -3,072 -2%
VPWA
142
Vestia Personal Wealth Advisors
Indiana
US$1295萬 -US$4,410 -66 -0%
Spire Wealth Management
143
Spire Wealth Management
Virginia
US$1268萬 +US$20.3萬 +3,039 +2%
Larson Financial Group
144
Larson Financial Group
Missouri
US$1267萬 -US$225萬 -33,726 -16%
DI
145
Disciplined Investments
Oklahoma
US$1260萬 +US$67.6萬 +10,112 +6%
PS
146
Pinney & Scofield
Massachusetts
US$1242萬 -US$14.4萬 -2,154 -1%
BTWM
147
Baker Tilly Wealth Management
Wisconsin
US$1242萬 -US$64萬 -9,574 -5%
Robertson Stephens Wealth Management
148
Robertson Stephens Wealth Management
California
US$1231萬 +US$2.01萬 +301 +0.2%
VW
149
Vance Wealth
California
US$1168萬 +US$4.75萬 +711 +0.4%
PWMG
150
Pioneer Wealth Management Group
Texas
US$1161萬 +US$83萬 +12,427 +8%