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Burney US Factor Rotation ETF
BRNY
BRNY
57.32
USD
+0.33
0.58%
At close
Updated
Oct 15, 2:04 PM EDT
Pre-market
After hours
1 day
0.58%
5 days
-1.87%
1 month
0.58%
3 months
-2.12%
6 months
8.21%
Year to date
13.01%
1 year
19.07%
5 years
134.25%
10 years
134.25%
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
Burney Company
Reston,
Virginia
| $361M | +$8.42M | +171,089 | +2% |
|
| 2 |
CAS
2
Coppell Advisory Solutions
Coppell,
Texas
| $83.8M | +$6.12M | +124,444 | +8% |
|
| 3 |
TWP
3
Triad Wealth Partners
Lawrence,
Kansas
| $8.73M | +$8.51M | +173,071 | New |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $3.59M | -$182K | -3,703 | -5% |
|
| 5 |
CCM
5
Canal Capital Management
Richmond,
Virginia
| $1.84M | – | – | – |
|
| 6 |
6
GTS Securities
Miami,
Florida
| $1.5M | +$1.47M | +29,805 | New |
|
| 7 |
FP
7
Fiduciary Planning
Englewood,
Florida
| $718K | -$83.6K | -1,699 | -11% |
|
| 8 |
ZI
8
ZEGA Investments
Palm Beach Gardens,
Florida
| $326K | +$12.2K | +248 | +4% |
|
| 9 |
MFP
9
Meridian Financial Partners
Warrenton,
Virginia
| $295K | +$285K | +5,789 | New |
|
| 10 |
SGK
10
Steigerwald Gordon & Koch
Leesburg,
Virginia
| $278K | +$271K | +5,513 | New |
|
| 11 |
11
Kestra Advisory Services
Austin,
Texas
| $54.2K | -$477K | -9,689 | -90% |
|