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U.S. Small Cap Value Portfolio ETF Class Shares

名稱 持股 交易金額 股數
變動
持股
變動
LEFP
26
Leading Edge Financial Planning
Tennessee
US$3985萬 +US$217萬 +58,008 +6%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
US$3970萬 +US$123萬 +32,967 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
US$3758萬 +US$703萬 +188,214 +24%
Integrity Advisory Solutions
29
Integrity Advisory Solutions
Texas
US$3647萬 +US$286萬 +76,573 +9%
Harbour Investments
30
Harbour Investments
Wisconsin
US$3608萬 +US$237萬 +63,428 +7%
Elser Financial Planning
31
Elser Financial Planning
Indiana
US$3583萬 +US$43.9萬 +11,732 +1%
SWM
32
Seaside Wealth Management
California
US$3578萬 +US$78.2萬 +20,916 +2%
SCM
33
Stordahl Capital Management
Colorado
US$3544萬 +US$14萬 +3,745 +0.4%
Northern Trust
34
Northern Trust
Illinois
US$3512萬 +US$213萬 +56,876 +7%
UWM
35
United Wealth Management
Virginia
US$3508萬 +US$19.2萬 +5,136 +0.6%
Jackson Thornton Wealth Management
36
Jackson Thornton Wealth Management
Alabama
US$3387萬 +US$74.6萬 +19,953 +2%
Beacon Pointe Advisors
37
Beacon Pointe Advisors
California
US$3290萬 +US$122萬 +32,613 +4%
VBA
38
von Borstel & Associates
Oregon
US$3254萬 +US$35.9萬 +9,608 +1%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
US$3208萬 +US$513萬 +137,339 +20%
HighTower Advisors
40
HighTower Advisors
Illinois
US$3125萬 +US$72.1萬 +19,289 +2%
HWM
41
Hassell Wealth Management
Louisiana
US$2944萬 +US$31萬 +8,296 +1%
Zhang Financial
42
Zhang Financial
Michigan
US$2912萬 +US$181萬 +48,515 +7%
Diversified Portfolios Inc
43
Diversified Portfolios Inc
Michigan
US$2850萬 +US$147萬 +39,339 +6%
Rather & Kittrell
44
Rather & Kittrell
Tennessee
US$2789萬 +US$106萬 +28,489 +4%
Sequoia Financial Advisors
45
Sequoia Financial Advisors
Ohio
US$2773萬 -US$65.9萬 -17,622 -2%
Park Avenue Securities
46
Park Avenue Securities
New York
US$2770萬 +US$142萬 +37,980 +6%
IA
47
Integrity Alliance
Iowa
US$2733萬 -US$4.16萬 -1,112 -0.2%
OneDigital Investment Advisors
48
OneDigital Investment Advisors
Kansas
US$2582萬 +US$149萬 +39,963 +6%
RS
49
Retirement Solution
Washington
US$2552萬 +US$1.81萬 +484 +0.1%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
US$2501萬 -US$20.7萬 -5,533 -0.9%