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Dimensional California Municipal Bond ETF

名稱 持股 交易金額 股數
變動
持股
變動
Lodestar Private Asset Management
26
Lodestar Private Asset Management
California
US$111萬 -US$3.53萬 -706 -3%
Scratch Capital
27
Scratch Capital
Idaho
US$102萬 +US$3.94萬 +786 +4%
Burton Enright Welch
28
Burton Enright Welch
California
US$100萬 +US$7.49萬 +1,496 +8%
Mariner
29
Mariner
Kansas
US$90.1萬 -US$86.6萬 -17,303 -49%
Prospect Financial Group
30
Prospect Financial Group
Virginia
US$90.1萬 -US$150 -3 -0%
RAM Investment Partners
31
RAM Investment Partners
Washington
US$85.5萬 -US$1.38萬 -275 -2%
Raymond James Financial
32
Raymond James Financial
Florida
US$84.9萬 +US$18.7萬 +3,733 +28%
Beacon Pointe Advisors
33
Beacon Pointe Advisors
California
US$70.5萬 +US$70.3萬 +14,046 新
JP Morgan Chase
34
JP Morgan Chase
New York
US$67.4萬 +US$12.6萬 +2,517 +23%
True Link Financial Advisors
35
True Link Financial Advisors
California
US$66.8萬 – – –
Private Advisor Group
36
Private Advisor Group
New Jersey
US$64.3萬 +US$64.1萬 +12,806 新
Concurrent Investment Advisors
37
Concurrent Investment Advisors
Florida
US$61.6萬 -US$3.43萬 -686 -5%
Seeds Investor
38
Seeds Investor
New York
US$58.3萬 +US$33萬 +6,596 +132%
Red Lighthouse Investment Management
39
Red Lighthouse Investment Management
New York
US$55.6萬 +US$10.1萬 +2,015 +22%
Parkshore Wealth Management
40
Parkshore Wealth Management
California
US$55.3萬 -US$52.5萬 -10,489 -49%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
US$54.8萬 +US$21.7萬 +4,337 +66%
RVW Wealth
42
RVW Wealth
California
US$53.7萬 -US$14.6萬 -2,916 -21%
Apella Capital
43
Apella Capital
Connecticut
US$53萬 +US$6.64萬 +1,327 +14%
Fiduciary Financial Group
44
Fiduciary Financial Group
California
US$52.2萬 – – –
VFG
45
V2 Financial group
Illinois
US$52.2萬 +US$2.27萬 +454 +5%
Tortoise Investment Management
46
Tortoise Investment Management
New York
US$46.1萬 +US$13萬 +2,600 +39%
Vistica Wealth Advisors
47
Vistica Wealth Advisors
California
US$41.5萬 +US$41.5萬 +8,280 新
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
US$40.4萬 +US$13.1萬 +2,611 +48%
FMB Wealth Management
49
FMB Wealth Management
California
US$40.3萬 +US$40.3萬 +8,041 新
WESPAC Advisors SoCal
50
WESPAC Advisors SoCal
California
US$37.6萬 -US$35.4萬 -7,075 -49%