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
Ameritas Advisory Services
551
Ameritas Advisory Services
Nebraska
$809K +$500K +6,448 +191%
Range Advisory
552
Range Advisory
Virginia
$804K +$490K +6,319 +183%
Wedmont Private Capital
553
Wedmont Private Capital
Pennsylvania
$800K +$124K +1,597 +19%
GCM
554
Graver Capital Management
Ohio
$792K – – –
Nuveen
555
Nuveen
North Carolina
$791K +$744K +9,607 New
Diversified Portfolios Inc
556
Diversified Portfolios Inc
Michigan
$785K – – –
CRA Financial Services
557
CRA Financial Services
New Jersey
$777K – – –
SJS Investment Consulting
558
SJS Investment Consulting
Ohio
$770K -$36.5K -471 -5%
Kavar Capital Partners Group
559
Kavar Capital Partners Group
Kansas
$764K – – –
Transcend Capital Advisors
560
Transcend Capital Advisors
New Jersey
$764K -$2.63K -34 -0.4%
Archford Capital Strategies
561
Archford Capital Strategies
Illinois
$750K -$266K -3,430 -27%
MEAC
562
M.E. Allison & Co
Texas
$749K – – –
SW
563
StrongBox Wealth
Missouri
$744K -$50.4K -650 -7%
PPP
564
Prism Planning Partners
Illinois
$739K +$163K +2,102 +31%
PC
565
Peavine Capital
Nevada
$732K – – –
PFA
566
Professional Financial Advisors
Nebraska
$729K -$5.96K -77 -0.9%
Community Bank
567
Community Bank
New York
$727K +$684K +8,831 New
MIC
568
Meridian Investment Counsel
California
$725K – – –
MWPCG
569
Measured Wealth Private Client Group
New Hampshire
$720K -$14.2K -183 -2%
Apollon Wealth Management
570
Apollon Wealth Management
South Carolina
$718K -$17.3K -223 -2%
Capital Investment Advisors
571
Capital Investment Advisors
Georgia
$714K – – –
Avior Wealth Management
572
Avior Wealth Management
Nebraska
$712K -$13.2K -170 -2%
MKW
573
Mullaney, Keating & Wright
Connecticut
$711K -$18.8K -243 -3%
WhitTier Trust Company
574
WhitTier Trust Company
Nevada
$710K – – –
KCM
575
KM Capital Management
Texas
$696K +$1.08K +14 +0.2%