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
AP
276
Advisortrust Partners
North Carolina
$5.09M +$4.79M +61,850 New
SC&H Financial Advisors
277
SC&H Financial Advisors
Maryland
$5.06M +$310K +4,006 +7%
CL
278
CLG LLC
California
$5.06M +$224K +2,885 +5%
FWM
279
FMB Wealth Management
California
$5.05M -$102K -1,319 -2%
Concurrent Investment Advisors
280
Concurrent Investment Advisors
Florida
$5.05M +$364K +4,702 +8%
180 Wealth Advisors
281
180 Wealth Advisors
Washington
$5.03M +$57.1K +737 +1%
Pine Grove Financial Group
282
Pine Grove Financial Group
Minnesota
$5.02M -$6.12K -79 -0.1%
MGO One Seven
283
MGO One Seven
Ohio
$5M +$196K +2,526 +4%
DWM
284
DWR Wealth Management
California
$4.99M +$389K +5,018 +9%
Janney Montgomery Scott
285
Janney Montgomery Scott
Pennsylvania
$4.96M +$834K +10,761 +22%
BJB
286
Broadhurst Jeffrey B
$4.82M -$5.48M -70,700 -55%
CFO
287
Colony Family Offices
North Carolina
$4.8M +$574K +7,405 +15%
AT
288
Adelphi Trust
Florida
$4.8M +$287K +3,699 +7%
Sanctuary Advisors
289
Sanctuary Advisors
Indiana
$4.78M -$54.5K -703 -1%
TruNorth Capital Management
290
TruNorth Capital Management
Michigan
$4.77M -$67.2K -868 -1%
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$4.77M +$49.2K +635 +1%
Cascade Financial Partners
292
Cascade Financial Partners
California
$4.58M -$66.3K -856 -2%
Helen Stephens Group
293
Helen Stephens Group
Texas
$4.56M -$33.9K -438 -0.8%
Jacobi Capital Management
294
Jacobi Capital Management
Pennsylvania
$4.56M +$241K +3,106 +6%
HI
295
Harper Investing
California
$4.49M -$13.8K -178 -0.3%
Gibraltar Capital Management
296
Gibraltar Capital Management
Oklahoma
$4.46M +$1.66M +21,380 +65%
Greenspring Advisors
297
Greenspring Advisors
Maryland
$4.35M -$75.5K -975 -2%
PWS
298
Physician Wealth Solutions
Nevada
$4.35M – – –
BA
299
BCM Advisors
Louisiana
$4.32M +$149K +1,928 +4%
DWM
300
DeLarme Wealth Management
California
$4.26M -$22.8K -294 -0.6%