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U.S. High Relative Profitability Portfolio ETF Class Shares

名稱 持股 交易金額 股數
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持股
變動
Root Financial Partners
26
Root Financial Partners
California
US$7901萬 +US$2273萬 +569,857 +43%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
US$7710萬 +US$232萬 +58,236 +3%
Vise Technologies
28
Vise Technologies
New York
US$7704萬 +US$3264萬 +818,159 +80%
Raymond James Financial
29
Raymond James Financial
Florida
US$7284萬 +US$321萬 +80,536 +5%
Planning Center Inc
30
Planning Center Inc
Illinois
US$6982萬 +US$83.5萬 +20,923 +1%
High Probability Advisors
31
High Probability Advisors
New York
US$6717萬 +US$369萬 +92,595 +6%
Bank of America
32
Bank of America
North Carolina
US$6258萬 +US$293萬 +73,517 +5%
Bouchey Financial Group
33
Bouchey Financial Group
New York
US$5816萬 -US$3062萬 -767,643 -36%
Clearstead Advisors
34
Clearstead Advisors
Ohio
US$5693萬 -US$5392萬 -1,351,541 -50%
Satovsky Asset Management
35
Satovsky Asset Management
New York
US$5612萬 +US$132萬 +33,045 +3%
Vestmark Advisory Solutions
36
Vestmark Advisory Solutions
Massachusetts
US$5468萬 -US$3.11萬 -780 -0.1%
RS
37
Retirement Solution
Washington
US$5424萬 -US$47.6萬 -11,937 -0.9%
Leading Edge Financial Planning
38
Leading Edge Financial Planning
Tennessee
US$5367萬 +US$344萬 +86,170 +7%
Symmetry Partners
39
Symmetry Partners
Connecticut
US$5274萬 -US$105萬 -26,299 -2%
DiNuzzo Private Wealth
40
DiNuzzo Private Wealth
Pennsylvania
US$5162萬 +US$47.7萬 +11,958 +1%
Market Street Wealth Management Advisors
41
Market Street Wealth Management Advisors
Indiana
US$5084萬 +US$116萬 +29,005 +2%
Burton Enright Welch
42
Burton Enright Welch
California
US$4987萬 +US$325萬 +81,552 +7%
Meredith Wealth Planning
43
Meredith Wealth Planning
Illinois
US$4963萬 -US$41.3萬 -10,356 -0.9%
Catalyst Capital Advisors
44
Catalyst Capital Advisors
New York
US$4892萬 – – –
Millburn Ridgefield Corp
45
Millburn Ridgefield Corp
New York
US$4892萬 – – –
Greenspring Advisors
46
Greenspring Advisors
Maryland
US$4887萬 +US$102萬 +25,445 +2%
Phillips Financial Management
47
Phillips Financial Management
Indiana
US$4868萬 -US$328萬 -82,246 -7%
Safeguard Investment Advisory Group
48
Safeguard Investment Advisory Group
California
US$4858萬 -US$264萬 -66,211 -5%
Harbour Investments
49
Harbour Investments
Wisconsin
US$4760萬 +US$180萬 +45,097 +4%
Freedom Investment Management
50
Freedom Investment Management
Connecticut
US$4691萬 -US$247萬 -61,856 -5%