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icono de ADPV

Adaptiv Select ETF
ADPV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFIM
1
Client First Investment Management
Wisconsin
USD 119 M +USD 3.8 M +83,934 +4%
IPW
2
IronBridge Private Wealth
Texas
USD 16.6 M +USD 382 k +8,434 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
USD 9.8 M +USD 254 k +5,619 +3%
Stephens Inc
4
Stephens Inc
Arkansas
USD 3.83 M +USD 298 k +6,597 +9%
Mather Group
5
Mather Group
Illinois
USD 2.75 M -USD 411 k -9,083 -14%
GTS Securities
6
GTS Securities
Florida
USD 2.18 M +USD 1.09 M +24,119 +115%
AW
7
Ankerstar Wealth
Texas
USD 2.01 M -USD 380 k -8,394 -17%
SHP Wealth Management
8
SHP Wealth Management
Massachusetts
USD 1.36 M +USD 161 k +3,564 +14%
MCC
9
Money Concepts Capital
Florida
USD 697 k +USD 269 k +5,947 +70%
DIP
10
Davis Investment Partners
North Carolina
USD 591 k +USD 51.2 k +1,131 +10%
AWM
11
Accel Wealth Management
Iowa
USD 492 k +USD 98 k +2,166 +27%
TD Waterhouse Canada
12
TD Waterhouse Canada
Ontario, Canada
USD 451 k – – –
SeaCrest Wealth Management
13
SeaCrest Wealth Management
New York
USD 374 k -USD 2.44 k -54 -0.7%
Sound View Wealth Advisors Group
14
Sound View Wealth Advisors Group
Georgia
USD 364 k +USD 48.8 k +1,078 +17%
RWA
15
Rooted Wealth Advisors
Illinois
USD 220 k +USD 206 k +4,563 Nuevas
JCM
16
J2 Capital Management
Michigan
USD 212 k +USD 199 k +4,393 Nuevas
IFP Advisors
17
IFP Advisors
Florida
USD 118 k – – –
Global Retirement Partners
18
Global Retirement Partners
California
USD 33.5 k +USD 31.4 k +694 Nuevas
WMA
19
West Michigan Advisors
Michigan
– -USD 636 k -15,072 Cerradas
WAM
20
Worth Asset Management
Texas
– -USD 300 k -7,109 Cerradas
Private Advisor Group
21
Private Advisor Group
New Jersey
– -USD 276 k -6,534 Cerradas
Morgan Stanley
22
Morgan Stanley
New York
– -USD 43 -1 Cerradas