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American Conservative Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
26
Golden State Equity Partners
California
$314K +$13.1K +264 +4%
DADC
27
D.A. Davidson & Co
Montana
$292K +$10.9K +220 +4%
WA
28
Waverly Advisors
Alabama
$290K +$446 +9 +0.1%
MFG
29
Merit Financial Group
Georgia
$283K +$446 +9 +0.2%
Betterment LLC
30
Betterment LLC
New York
$256K -$41.5K -838 -13%
VFG
31
Victory Financial Group
Texas
$247K -$33.1K -669 -11%
CL
32
CLG LLC
California
$229K +$347 +7 +0.1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$229K +$3.37K +68 +1%
AI
34
Atria Investments
North Carolina
$218K +$227K +4,587 New
TAM
35
Titleist Asset Management
Texas
$213K +$222K +4,479 New
WAS
36
Winch Advisory Services
Wisconsin
$208K +$297 +6 +0.1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$99.5K
RWM
38
RMG Wealth Management
Wisconsin
$92.2K +$86.7K +1,752 New
JP Morgan Chase
39
JP Morgan Chase
New York
$72.6K +$71.5K +1,445 +1,235%
UBS Group
40
UBS Group
Switzerland
$69.5K +$72.2K +1,459 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$52.1K
JFA
42
JNBA Financial Advisors
Minnesota
$51.5K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$41K
TAM
44
Tucker Asset Management
Colorado
$30.2K
CFSG
45
Community Financial Services Group
Vermont
$27.5K +$28.4K +574 New
LFG
46
Larson Financial Group
Missouri
$19K
NEWAS
47
N.E.W. Advisory Services
Wisconsin
$16.7K +$17.3K +350 New
Wells Fargo
48
Wells Fargo
California
$14.3K
BW
49
Bravera Wealth
North Dakota
$12.1K +$12.6K +255 New
SPIA
50
Steward Partners Investment Advisory
New York
$11.7K