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icono de ACVF

American Conservative Values ETF
ACVF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 7.99 M -USD 1.09 M -20,813 -12%
Howard Capital Management
2
Howard Capital Management
Georgia
USD 4.46 M +USD 4.28 M +81,823 Nuevas
W
3
WorthPointe
California
USD 3.81 M -USD 366 k -7,003 -9%
Encompass More Asset Management
4
Encompass More Asset Management
California
USD 2.45 M +USD 223 k +4,272 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 2.27 M +USD 90 k +1,722 +4%
TWM
6
TopTier Wealth Management
Wisconsin
USD 1.69 M +USD 418 +8 +0%
AE Wealth Management
7
AE Wealth Management
Kansas
USD 1.63 M -USD 28.9 k -553 -2%
MML Investors Services
8
MML Investors Services
Massachusetts
USD 1.62 M -USD 39.9 k -764 -3%
Morgan Stanley
9
Morgan Stanley
New York
USD 1.56 M – – –
Brookstone Capital Management
10
Brookstone Capital Management
Illinois
USD 1.52 M +USD 101 k +1,930 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 1.48 M -USD 52.3 k -1,001 -4%
Farther Finance Advisors
12
Farther Finance Advisors
California
USD 1.03 M -USD 53.2 k -1,017 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 836 k +USD 726 k +13,887 +889%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 714 k +USD 70.1 k +1,340 +11%
Creative Planning
15
Creative Planning
Kansas
USD 672 k – – –
Raymond James Financial
16
Raymond James Financial
Florida
USD 672 k +USD 52 +1 +0%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 664 k -USD 25.7 k -492 -4%
Clear Creek Financial Management
18
Clear Creek Financial Management
Washington
USD 651 k +USD 680 +13 +0.1%
FG
19
Fairman Group
Pennsylvania
USD 625 k +USD 732 +14 +0.1%
Integrated Wealth Concepts
20
Integrated Wealth Concepts
Massachusetts
USD 565 k – – –
MCG
21
McCollum Christoferson Group
New York
USD 549 k +USD 64.8 k +1,240 +14%
Regal Investment Advisors
22
Regal Investment Advisors
Michigan
USD 446 k -USD 103 k -1,962 -19%
MCM
23
McKinney Capital Management
Texas
USD 440 k +USD 422 k +8,072 Nuevas
Kingsview Wealth Management
24
Kingsview Wealth Management
Oregon
USD 407 k – – –
Verus Capital Partners
25
Verus Capital Partners
Arizona
USD 395 k – – –
1
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