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icono de WCPB

Weitz Core Plus Bond ETF
WCPB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NPI
1
New Perspectives Inc
Mississippi
USD 78.4 M +USD 5.7 M +225,041 +8%
SMI Advisory Services
2
SMI Advisory Services
Indiana
USD 21.4 M +USD 791 k +31,189 +4%
Clear Trail Advisors
3
Clear Trail Advisors
Texas
USD 16.3 M +USD 1.53 M +60,480 +10%
PA
4
PFW Advisors
Georgia
USD 8.69 M +USD 255 k +10,070 +3%
SWM
5
Stapp Wealth Management
Washington
USD 8.21 M +USD 74.1 k +2,925 +0.9%
LexAurum Advisors
6
LexAurum Advisors
Kansas
USD 6.39 M +USD 1.5 M +59,340 +31%
Integrated Wealth Concepts
7
Integrated Wealth Concepts
Massachusetts
USD 5.21 M +USD 5.21 M +205,416 Nuevas
Farther Finance Advisors
8
Farther Finance Advisors
California
USD 4.71 M +USD 134 k +5,300 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
USD 3.15 M +USD 1.56 M +61,436 +98%
Sigma Planning Corp
10
Sigma Planning Corp
Michigan
USD 3.06 M -USD 222 k -8,763 -7%
NewEdge Advisors
11
NewEdge Advisors
Louisiana
USD 2.69 M +USD 2.69 M +106,048 Nuevas
RFW
12
Rainier Family Wealth
Washington
USD 2.29 M +USD 172 k +6,779 +8%
Global Retirement Partners
13
Global Retirement Partners
California
USD 1.38 M +USD 1.38 M +54,575 Nuevas
Toth Financial Advisory
14
Toth Financial Advisory
Virginia
USD 578 k +USD 218 k +8,584 +60%
Citadel Advisors
15
Citadel Advisors
Florida
USD 530 k +USD 530 k +20,906 Nuevas
TFM
16
Trademark Financial Management
Minnesota
USD 469 k +USD 137 k +5,413 +41%
MQWP
17
Morey & Quinn Wealth Partners
Nebraska
USD 421 k +USD 421 k +16,619 Nuevas
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
USD 375 k +USD 51.8 k +2,044 +16%
AWM
19
Aviso Wealth Management
Washington
USD 336 k +USD 336 k +13,238 Nuevas
Brookwood Investment Group
20
Brookwood Investment Group
Arizona
USD 306 k +USD 71 k +2,800 +30%
Flow Traders U.S.
21
Flow Traders U.S.
New York
USD 298 k +USD 298 k +11,760 Nuevas
Eastern Bank
22
Eastern Bank
Massachusetts
USD 50.7 k +USD 50.7 k +2,000 Nuevas
UBS Group
23
UBS Group
Switzerland
USD 20.6 k +USD 20.6 k +814 Nuevas
Goldman Sachs
24
Goldman Sachs
New York
– -USD 1.47 M -58,011 Cerradas