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Essential 40 Stock ETF

名稱 持股 交易金額 股數
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持股
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Vinva Investment Management
1
Vinva Investment Management
Australia
US$1.08億 +US$1177萬 +618,308 新
Sanctuary Advisors
2
Sanctuary Advisors
Indiana
US$6879萬 +US$323萬 +169,840 +5%
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
US$4522萬 +US$713萬 +374,816 +20%
Raymond James Financial
4
Raymond James Financial
Florida
US$3271萬 +US$240萬 +126,182 +8%
UBS Group
5
UBS Group
Switzerland
US$1956萬 +US$49.8萬 +26,181 +3%
Harbour Investments
6
Harbour Investments
Wisconsin
US$1709萬 +US$252萬 +132,429 +18%
Atria Investments
7
Atria Investments
North Carolina
US$1305萬 +US$90.5萬 +47,552 +8%
KKM Financial
8
KKM Financial
Illinois
US$1177萬 -US$1.37萬 -718 -0.1%
LPL Financial
9
LPL Financial
California
US$774萬 +US$471萬 +247,345 +175%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
US$418萬 +US$39萬 +20,493 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
US$347萬 +US$332萬 +174,308 +17,430,800%
Bank of New York Mellon
12
Bank of New York Mellon
New York
US$243萬 +US$19 +1 +0%
BAS
13
Breakthru Advisory Services
Wisconsin
US$235萬 -US$43萬 -22,580 -16%
PGWA
14
Plus Group Wealth Advisors
Wisconsin
US$212萬 +US$203萬 +106,862 新
Equitable Holdings
15
Equitable Holdings
New York
US$184萬 +US$59萬 +30,986 +50%
GTS Securities
16
GTS Securities
Florida
US$173萬 +US$64.1萬 +33,654 +63%
CFCI
17
Comprehensive Financial Consultants Institutional
Indiana
US$145萬 +US$139萬 +72,927 新
MSWM
18
Mowery & Schoenfeld Wealth Management
Illinois
US$137萬 +US$131萬 +68,840 新
QPW
19
Quantum Private Wealth
Florida
US$126萬 +US$2.36萬 +1,238 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
US$117萬 +US$9.43萬 +4,953 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
US$77.7萬 +US$74.4萬 +39,070 新
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
US$70.3萬 -US$6.42萬 -3,372 -9%
Allworth Financial
23
Allworth Financial
California
US$52.8萬 -US$1.36萬 -714 -3%
GVCM
24
Global View Capital Management
Wisconsin
US$22萬 +US$21.1萬 +11,068 新
Farther Finance Advisors
25
Farther Finance Advisors
California
US$3.58萬 – – –