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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 |
WA
1
Waverly Advisors
Birmingham,
Alabama
| $2.05M | -$362K | -27,222 | -15% |
|
| 2 |
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.15M | +$27.7K | +2,087 | +2% |
|
| 3 |
BAM
3
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| $778K | +$155K | +11,666 | +24% |
|
| 4 |
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $234K | -$22.4K | -1,686 | -9% |
|
| 5 |
5
Envestnet Asset Management
Chicago,
Illinois
| $199K | +$202K | +15,243 | New |
|
| 6 |
6
Osaic Holdings
Scottsdale,
Arizona
| $189K | – | – | – |
|
| 7 |
7
Citadel Advisors
Miami,
Florida
| $179K | -$77.9K | -5,865 | -30% |
|
| 8 |
ACA
8
Aptus Capital Advisors
Fairhope,
Alabama
| $112K | +$372 | +28 | +0.3% |
|
| 9 |
GWANC
9
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $112K | +$114K | +8,563 | New |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| $13.3K | +$13.5K | +1,016 | +33,867% |
|
| 11 |
FFA
11
Farther Finance Advisors
San Francisco,
California
| – | -$256 | -20 | Closed |
|