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IMGP Berkshire Dividend Growth ETF
BDVG
BDVG
14.98
USD
-0.15
0.99%
At close
Updated
Sep 18, 4:00 PM EDT
Pre-market
After hours
1 day
-0.99%
5 days
-1.32%
1 month
-1.06%
3 months
4.9%
6 months
15.5%
Year to date
16.49%
1 year
18.14%
5 years
46.72%
10 years
46.72%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $3.31M | +$416K | +35,224 | +14% |
|
| 2 |
RDIA
2
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| $1.99M | +$31.5K | +2,665 | +2% |
|
| 3 |
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $565K | +$87.5K | +7,401 | +18% |
|
| 4 |
4
Envestnet Asset Management
Chicago,
Illinois
| $500K | +$97.4K | +8,239 | +23% |
|
| 5 |
BCI
5
Brinker Capital Investments
Berwyn,
Pennsylvania
| $264K | -$4.11K | -348 | -1% |
|
| 6 |
OPS
6
Orion Portfolio Solutions
Omaha,
Nebraska
| $264K | -$4.11K | -348 | -1% |
|
| 7 |
7
Truist Financial
Charlotte,
North Carolina
| $220K | +$227K | +19,208 | New |
|
| 8 |
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $62K | +$63.9K | +5,410 | New |
|
| 9 |
GWANC
9
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $62K | +$63.9K | +5,410 | New |
|
| 10 |
10
Osaic Holdings
Scottsdale,
Arizona
| $38K | – | – | – |
|
| 11 |
11
Citadel Advisors
Miami,
Florida
| – | -$207K | -17,762 | Closed |
|