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Weitz Core Plus Bond ETF

名稱 持股 交易金額 股數
變動
持股
變動
NPI
1
New Perspectives Inc
Mississippi
US$7838萬 +US$570萬 +225,041 +8%
SMI Advisory Services
2
SMI Advisory Services
Indiana
US$2144萬 +US$79.1萬 +31,189 +4%
Clear Trail Advisors
3
Clear Trail Advisors
Texas
US$1631萬 +US$153萬 +60,480 +10%
PA
4
PFW Advisors
Georgia
US$869萬 +US$25.5萬 +10,070 +3%
SWM
5
Stapp Wealth Management
Washington
US$821萬 +US$7.41萬 +2,925 +0.9%
LexAurum Advisors
6
LexAurum Advisors
Kansas
US$639萬 +US$150萬 +59,340 +31%
Integrated Wealth Concepts
7
Integrated Wealth Concepts
Massachusetts
US$521萬 +US$521萬 +205,416 新
Farther Finance Advisors
8
Farther Finance Advisors
California
US$471萬 +US$13.4萬 +5,300 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
US$315萬 +US$156萬 +61,436 +98%
Sigma Planning Corp
10
Sigma Planning Corp
Michigan
US$306萬 -US$22.2萬 -8,763 -7%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
US$269萬 +US$269萬 +106,048 新
RFW
12
Rainier Family Wealth
Washington
US$229萬 +US$17.2萬 +6,779 +8%
Global Retirement Partners
13
Global Retirement Partners
California
US$138萬 +US$138萬 +54,575 新
Toth Financial Advisory
14
Toth Financial Advisory
Virginia
US$57.8萬 +US$21.8萬 +8,584 +60%
Citadel Advisors
15
Citadel Advisors
Florida
US$53萬 +US$53萬 +20,906 新
TFM
16
Trademark Financial Management
Minnesota
US$46.9萬 +US$13.7萬 +5,413 +41%
MQWP
17
Morey & Quinn Wealth Partners
Nebraska
US$42.1萬 +US$42.1萬 +16,619 新
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
US$37.5萬 +US$5.18萬 +2,044 +16%
AWM
19
Aviso Wealth Management
Washington
US$33.6萬 +US$33.6萬 +13,238 新
Brookwood Investment Group
20
Brookwood Investment Group
Arizona
US$30.6萬 +US$7.1萬 +2,800 +30%
Flow Traders U.S.
21
Flow Traders U.S.
New York
US$29.8萬 +US$29.8萬 +11,760 新
Eastern Bank
22
Eastern Bank
Massachusetts
US$5.07萬 +US$5.07萬 +2,000 新
UBS Group
23
UBS Group
Switzerland
US$2.06萬 +US$2.06萬 +814 新
Goldman Sachs
24
Goldman Sachs
New York
– -US$147萬 -58,011 已平倉