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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
CA
51
Clune & Associates
Illinois
US$2462萬 +US$1071萬 +286,614 +82%
Chicago Partners Investment Group
52
Chicago Partners Investment Group
Illinois
US$2333萬 +US$83.1萬 +22,228 +4%
Wealth Dimensions Group
53
Wealth Dimensions Group
Ohio
US$2277萬 +US$21.4萬 +5,734 +1%
Integris Wealth Management
54
Integris Wealth Management
California
US$2273萬 -US$46.7萬 -12,486 -2%
Safeguard Investment Advisory Group
55
Safeguard Investment Advisory Group
California
US$2266萬 -US$102萬 -27,186 -4%
Wealth Advisors Northwest
56
Wealth Advisors Northwest
Oregon
US$2192萬 +US$54.9萬 +14,699 +3%
Krilogy Financial
57
Krilogy Financial
Missouri
US$2182萬 +US$19.6萬 +5,255 +0.9%
Perigon Wealth Management
58
Perigon Wealth Management
California
US$2092萬 +US$192萬 +51,442 +11%
Alpha Financial Advisors
59
Alpha Financial Advisors
North Carolina
US$2002萬 -US$4,971 -133 -0%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
US$1986萬 -US$609萬 -162,815 -24%
CWD
61
Clarity Wealth Development
Oregon
US$1985萬 +US$117萬 +31,252 +7%
Equita Financial Network
62
Equita Financial Network
Pennsylvania
US$1962萬 +US$11.8萬 +3,156 +0.6%
Foundation Wealth Management (Pennsylvania)
63
Foundation Wealth Management (Pennsylvania)
Pennsylvania
US$1950萬 +US$146萬 +39,152 +8%
Farther Finance Advisors
64
Farther Finance Advisors
California
US$1939萬 +US$160萬 +42,797 +9%
Geneos Wealth Management
65
Geneos Wealth Management
Colorado
US$1910萬 +US$23.3萬 +6,241 +1%
NewEdge Advisors
66
NewEdge Advisors
Louisiana
US$1885萬 -US$85.5萬 -22,883 -4%
Apella Capital
67
Apella Capital
Connecticut
US$1865萬 +US$205萬 +54,878 +13%
Betterment LLC
68
Betterment LLC
New York
US$1804萬 +US$64.8萬 +17,338 +4%
Mariner
69
Mariner
Kansas
US$1794萬 +US$90.6萬 +24,247 +6%
Tobias Financial Advisors
70
Tobias Financial Advisors
Florida
US$1789萬 +US$49.2萬 +13,172 +3%
Well Done LLC
71
Well Done LLC
Michigan
US$1776萬 -US$38.6萬 -10,332 -2%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
US$1732萬 -US$18.2萬 -4,859 -1%
APFP
73
Action Point Financial Planning
Michigan
US$1717萬 +US$1654萬 +442,556 新
JP Morgan Chase
74
JP Morgan Chase
New York
US$1701萬 +US$64.8萬 +17,328 +4%
Timonier Family Office
75
Timonier Family Office
North Carolina
US$1692萬 +US$1630萬 +436,101 新