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
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$1.18M -$453K -5,851 -29%
Verus Financial Partners
502
Verus Financial Partners
Virginia
$1.17M +$3.25K +42 +0.3%
UAG
503
United Advisor Group
Ohio
$1.16M +$1.1M +14,138 New
Parkside Financial Bank & Trust
504
Parkside Financial Bank & Trust
Missouri
$1.15M +$316K +4,075 +41%
CFA
505
CWS Financial Advisors
Michigan
$1.12M +$1.78K +23 +0.2%
Canvas Wealth Advisors
506
Canvas Wealth Advisors
Kansas
$1.11M +$582K +7,517 +125%
KeyBank National Association
507
KeyBank National Association
Ohio
$1.1M +$345K +4,448 +50%
WWA
508
Wingate Wealth Advisors
Massachusetts
$1.1M +$203K +2,620 +24%
Werba Rubin Papier Wealth Management
509
Werba Rubin Papier Wealth Management
California
$1.09M -$310 -4 -0%
CIA
510
Cladis Investment Advisory
Montana
$1.09M +$95K +1,226 +10%
PPA
511
Painted Porch Advisors
California
$1.06M +$596K +7,699 +150%
NWA
512
Northwest Wealth Advisors
Washington
$1.03M -$8.37K -108 -0.9%
RLIM
513
Red Lighthouse Investment Management
New York
$1.03M – – –
Abacus Wealth Partners
514
Abacus Wealth Partners
California
$1.02M -$8.75K -113 -0.9%
IFG Advisors
515
IFG Advisors
Missouri
$1.02M +$22.3K +288 +2%
US Bancorp
516
US Bancorp
Minnesota
$1.02M -$73.5K -949 -7%
SPF
517
South Plains Financial
Texas
$1.01M -$12K -155 -1%
Tower Research Capital (TRC)
518
Tower Research Capital (TRC)
New York
$991K +$647K +8,347 +226%
WFA
519
Websterrogers Financial Advisors
South Carolina
$968K -$4.88K -63 -0.5%
Atomi Financial Group
520
Atomi Financial Group
New York
$960K +$29.4K +379 +3%
CCM
521
Cambridge Capital Management
Illinois
$957K +$2.63K +34 +0.3%
CreativeOne Wealth
522
CreativeOne Wealth
Kansas
$956K +$50K +646 +6%
Fiduciary Alliance
523
Fiduciary Alliance
South Carolina
$954K +$8.75K +113 +1%
LA
524
Lynch & Associates
Indiana
$941K +$63.9K +825 +8%
WCG
525
Weaver Consulting Group
California
$928K +$12.8K +165 +1%