We are live on ! Find out more
DFAS icon

U.S. Small Cap Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
JMG Financial Group
226
JMG Financial Group
Illinois
$7.73M -$3.41K -44 -0%
Zhang Financial
227
Zhang Financial
Michigan
$7.63M -$392K -5,064 -5%
RLWM
228
RF&L Wealth Management
Massachusetts
$7.5M +$7.67K +99 +0.1%
AFA
229
Alpha Financial Advisors
North Carolina
$7.42M -$12.5K -161 -0.2%
NewEdge Advisors
230
NewEdge Advisors
Louisiana
$7.36M -$164K -2,123 -2%
Sanibel Captiva Trust Company
231
Sanibel Captiva Trust Company
Florida
$7.35M +$1.81M +23,308 +35%
Visionary Wealth Advisors
232
Visionary Wealth Advisors
Illinois
$7.16M +$158K +2,045 +2%
Vestmark Advisory Solutions
233
Vestmark Advisory Solutions
Massachusetts
$7.16M -$1.73M -22,295 -20%
CFO
234
Collective Family Office
Pennsylvania
$7.05M -$103K -1,331 -2%
SMI Advisory Services
235
SMI Advisory Services
Indiana
$6.82M +$437K +5,636 +7%
Larson Financial Group
236
Larson Financial Group
Missouri
$6.8M -$1.65M -21,298 -21%
Quantinno Capital Management
237
Quantinno Capital Management
New York
$6.79M +$802K +10,347 +14%
Kestra Investment Management
238
Kestra Investment Management
Texas
$6.7M +$1.8M +23,231 +40%
Well Done LLC
239
Well Done LLC
Michigan
$6.54M +$548K +7,070 +10%
SA
240
Seneschal Advisors
Washington
$6.49M -$151K -1,954 -2%
Tortoise Investment Management
241
Tortoise Investment Management
New York
$6.49M -$9.37K -121 -0.2%
FFG
242
First Financial Group
North Carolina
$6.43M +$174K +2,249 +3%
HHWM
243
Hiley Hunt Wealth Management
Nebraska
$6.34M +$168K +2,170 +3%
Physician Wealth Advisors
244
Physician Wealth Advisors
Utah
$6.25M -$2.17K -28 -0%
BWM
245
Birchcreek Wealth Management
Ohio
$6.25M +$24.4K +315 +0.4%
BAM
246
Bayshore Asset Management
Florida
$6.2M -$97.6K -1,260 -2%
Pinkerton Retirement Specialists
247
Pinkerton Retirement Specialists
Idaho
$6.18M -$479K -6,186 -7%
FF
248
Frankly Finances
Florida
$6.08M – – –
CAM
249
CPA Asset Management
Florida
$6.08M -$1.58M -20,357 -22%
SageView Advisory Group
250
SageView Advisory Group
California
$6.08M +$4.94M +63,763 +635%