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U.S. High Relative Profitability Portfolio ETF Class Shares

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Root Financial Partners
26
Root Financial Partners
California
USD 79 M +USD 22.7 M +569,857 +43%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
USD 77.1 M +USD 2.32 M +58,236 +3%
Vise Technologies
28
Vise Technologies
New York
USD 77 M +USD 32.6 M +818,159 +80%
Raymond James Financial
29
Raymond James Financial
Florida
USD 72.8 M +USD 3.21 M +80,536 +5%
Planning Center Inc
30
Planning Center Inc
Illinois
USD 69.8 M +USD 835 k +20,923 +1%
High Probability Advisors
31
High Probability Advisors
New York
USD 67.2 M +USD 3.69 M +92,595 +6%
Bank of America
32
Bank of America
North Carolina
USD 62.6 M +USD 2.93 M +73,517 +5%
Bouchey Financial Group
33
Bouchey Financial Group
New York
USD 58.2 M -USD 30.6 M -767,643 -36%
Clearstead Advisors
34
Clearstead Advisors
Ohio
USD 56.9 M -USD 53.9 M -1,351,541 -50%
Satovsky Asset Management
35
Satovsky Asset Management
New York
USD 56.1 M +USD 1.32 M +33,045 +3%
RS
36
Retirement Solution
Washington
USD 55 M +USD 237 k +5,943 +0.5%
Vestmark Advisory Solutions
37
Vestmark Advisory Solutions
Massachusetts
USD 54.7 M -USD 31.1 k -780 -0.1%
Leading Edge Financial Planning
38
Leading Edge Financial Planning
Tennessee
USD 53.7 M +USD 3.44 M +86,170 +7%
Symmetry Partners
39
Symmetry Partners
Connecticut
USD 52.7 M -USD 1.05 M -26,299 -2%
DiNuzzo Private Wealth
40
DiNuzzo Private Wealth
Pennsylvania
USD 51.6 M +USD 477 k +11,958 +1%
Market Street Wealth Management Advisors
41
Market Street Wealth Management Advisors
Indiana
USD 50.8 M +USD 1.16 M +29,005 +2%
Burton Enright Welch
42
Burton Enright Welch
California
USD 49.9 M +USD 3.25 M +81,552 +7%
Meredith Wealth Planning
43
Meredith Wealth Planning
Illinois
USD 49.6 M -USD 413 k -10,356 -0.9%
Catalyst Capital Advisors
44
Catalyst Capital Advisors
New York
USD 48.9 M – – –
Millburn Ridgefield Corp
45
Millburn Ridgefield Corp
New York
USD 48.9 M – – –
Greenspring Advisors
46
Greenspring Advisors
Maryland
USD 48.9 M +USD 1.02 M +25,445 +2%
Phillips Financial Management
47
Phillips Financial Management
Indiana
USD 48.7 M -USD 3.28 M -82,246 -7%
Safeguard Investment Advisory Group
48
Safeguard Investment Advisory Group
California
USD 48.6 M -USD 2.64 M -66,211 -5%
Harbour Investments
49
Harbour Investments
Wisconsin
USD 47.6 M +USD 1.8 M +45,097 +4%
Freedom Investment Management
50
Freedom Investment Management
Connecticut
USD 46.9 M -USD 2.47 M -61,856 -5%