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U.S. Small Cap Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
SB
476
Semitam Bonam
New York
$1.34M +$44.2K +570 +4%
EP
477
E6 Portfolios
Utah
$1.33M -$162K -2,092 -11%
CPA
478
Cathy Pareto & Associates
Florida
$1.3M -$16.1K -208 -1%
SIMC
479
Squire Investment Management Company
Utah
$1.3M -$15.5K -200 -1%
DFP
480
Donalies Financial Planning
District of Columbia
$1.29M +$25.3K +327 +2%
Betterment LLC
481
Betterment LLC
New York
$1.28M +$101K +1,309 +9%
WAN
482
Wealth Advisors Northwest
Oregon
$1.27M -$69.6K -898 -5%
SWP
483
SIMA Wealth Partners
Virginia
$1.27M +$66.8K +862 +6%
Global Retirement Partners
484
Global Retirement Partners
California
$1.26M +$1.19M +15,363 New
Capital Investment Advisory Services
485
Capital Investment Advisory Services
North Carolina
$1.26M +$255K +3,294 +27%
Opus Capital Group
486
Opus Capital Group
Ohio
$1.26M +$1.01K +13 +0.1%
FI
487
Financial Insights
Washington
$1.25M -$62.8K -810 -5%
CX Institutional
488
CX Institutional
Indiana
$1.24M -$26.7K -345 -2%
JAWA
489
John A. Wolfe & Associates
Michigan
$1.24M -$155 -2 -0%
SWM
490
SpringVest Wealth Management
Texas
$1.24M -$12.1K -156 -1%
ATI
491
ARK & TLK Investments
Oklahoma
$1.23M -$9.37K -121 -0.8%
Everest Financial Group
492
Everest Financial Group
Minnesota
$1.21M +$26K +336 +2%
MW
493
Marrick Wealth
California
$1.21M – – –
Valmark Advisers
494
Valmark Advisers
Ohio
$1.21M -$151K -1,947 -12%
MJFG
495
Mars Jewett Financial Group
Washington
$1.21M +$1.13M +14,645 New
Laird Norton Wetherby Trust Company
496
Laird Norton Wetherby Trust Company
Washington
$1.21M -$341K -4,399 -23%
Ironwood Financial
497
Ironwood Financial
Arizona
$1.2M -$5.81K -75 -0.5%
Western Wealth Management
498
Western Wealth Management
Colorado
$1.2M +$75.3K +972 +7%
BPFA
499
Barnes Pettey Financial Advisors
Mississippi
$1.19M +$92.3K +1,192 +9%
EWA
500
EQ Wealth Advisors
Texas
$1.18M +$168K +2,164 +18%