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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
FJWM
201
Ferguson Johnson Wealth Management
Maryland
US$675萬 -US$4.02萬 -602 -0.6%
Axxcess Wealth Management
202
Axxcess Wealth Management
California
US$671萬 +US$642萬 +96,061 新
SFP
203
SwitchPoint Financial Planning
Utah
US$646萬 +US$8,620 +129 +0.1%
VF
204
Vestment Financial
Minnesota
US$642萬 +US$31.9萬 +4,768 +5%
CA
205
Claris Advisors
Missouri
US$642萬 -US$16.8萬 -2,509 -3%
Bedel Financial Consulting
206
Bedel Financial Consulting
Indiana
US$634萬 +US$104萬 +15,552 +21%
Greenspring Advisors
207
Greenspring Advisors
Maryland
US$634萬 -US$7.94萬 -1,188 -1%
SIM
208
Studio Investment Management
Illinois
US$633萬 +US$22.6萬 +3,385 +4%
Gibson Capital
209
Gibson Capital
Pennsylvania
US$622萬 -US$6.88萬 -1,029 -1%
GMA
210
Glassy Mountain Advisors
Maryland
US$616萬 -US$12萬 -1,794 -2%
CTWM
211
Cherry Tree Wealth Management
Minnesota
US$615萬 -US$3.98萬 -596 -0.7%
LWM
212
Lionshead Wealth Management
New York
US$609萬 +US$15.5萬 +2,322 +3%
W
213
WorthPointe
California
US$608萬 +US$34.4萬 +5,151 +6%
Baird Financial Group
214
Baird Financial Group
Wisconsin
US$608萬 -US$5.43萬 -812 -0.9%
CWA
215
CogentBlue Wealth Advisors
Tennessee
US$606萬 -US$16.9萬 -2,534 -3%
Private Advisor Group
216
Private Advisor Group
New Jersey
US$601萬 +US$285萬 +42,704 +99%
BH
217
Burk Holdings
Oklahoma
US$592萬 -US$17.3萬 -2,585 -3%
MCA
218
Maryland Capital Advisors
Maryland
US$590萬 +US$564萬 +84,406 新
1900 Wealth Management
219
1900 Wealth Management
Texas
US$587萬 -US$6.68萬 -999 -1%
PWM
220
Platform Wealth Management
Utah
US$583萬 +US$557萬 +83,404 新
RLIM
221
Red Lighthouse Investment Management
New York
US$581萬 -US$7.1萬 -1,062 -1%
SC
222
Shearwater Capital
Colorado
US$574萬 – – –
PWIA
223
Porter White Investment Advisors
Alabama
US$571萬 -US$14.6萬 -2,183 -3%
HB Wealth Management
224
HB Wealth Management
Georgia
US$570萬 +US$80.6萬 +12,057 +17%
Aviance Capital Partners
225
Aviance Capital Partners
Florida
US$563萬 +US$22.8萬 +3,414 +4%