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icono de DFAS

U.S. Small Cap Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
SC
426
Shearwater Capital
Colorado
USD 1.93 M – – –
Moody National Bank Trust Division
427
Moody National Bank Trust Division
Texas
USD 1.92 M +USD 16.8 k +217 +0.9%
BWM
428
Bullock Wealth Management
Indiana
USD 1.9 M +USD 328 k +4,235 +22%
IFP Advisors
429
IFP Advisors
Florida
USD 1.88 M -USD 415 k -5,363 -19%
AWS
430
Alliance Wealth Strategies
Virginia
USD 1.87 M +USD 1.08 k +14 +0.1%
TIAA-CREF Individual & Institutional Services
431
TIAA-CREF Individual & Institutional Services
New York
USD 1.83 M -USD 26.2 k -338 -1%
JT Stratford LLC
432
JT Stratford LLC
Georgia
USD 1.8 M +USD 55.9 k +721 +3%
Curi RMB Capital
433
Curi RMB Capital
Illinois
USD 1.78 M +USD 28.4 k +367 +2%
Diversify Wealth Management
434
Diversify Wealth Management
Utah
USD 1.78 M +USD 9.6 k +124 +0.6%
Diversify Advisory Services
435
Diversify Advisory Services
Utah
USD 1.78 M +USD 1.7 M +21,938 Nuevas
Oarsman Capital
436
Oarsman Capital
Wisconsin
USD 1.78 M -USD 224 k -2,897 -12%
LFA
437
Lauterbach Financial Advisors
Texas
USD 1.78 M -USD 35.5 k -458 -2%
UWM
438
USAdvisors Wealth Management
Minnesota
USD 1.75 M +USD 117 k +1,515 +8%
TIAAOA
439
Teachers Insurance & Annuity Association of America
New York
USD 1.74 M – – –
AWM Capital
440
AWM Capital
Arizona
USD 1.72 M -USD 15.8 k -204 -1%
SIC
441
Samalin Investment Counsel
New York
USD 1.72 M -USD 3.41 k -44 -0.2%
Quantum Financial Advisors
442
Quantum Financial Advisors
California
USD 1.7 M – – –
Strategy Asset Managers
443
Strategy Asset Managers
California
USD 1.69 M +USD 1.59 M +20,560 Nuevas
Embree Financial Group
444
Embree Financial Group
Illinois
USD 1.69 M -USD 11.9 k -154 -0.7%
WP
445
Westmount Partners
California
USD 1.69 M -USD 240 k -3,100 -13%
Great Valley Advisor Group
446
Great Valley Advisor Group
Delaware
USD 1.68 M -USD 63.2 k -816 -4%
VWA
447
VSM Wealth Advisory
Maryland
USD 1.68 M +USD 2.71 k +35 +0.2%
Central Trust Company
448
Central Trust Company
Missouri
USD 1.66 M +USD 1.04 M +13,460 +199%
Peapack-Gladstone Financial Corp
449
Peapack-Gladstone Financial Corp
New Jersey
USD 1.65 M +USD 15 k +193 +1%
AAG
450
Asset Advisory Group
New Jersey
USD 1.62 M +USD 655 k +8,455 +75%