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
NLWP
726
Next Level Wealth Planning
Idaho
$301K +$2.4K +31 +0.9%
Compass Ion Advisors
727
Compass Ion Advisors
Pennsylvania
$297K +$697 +9 +0.3%
DFA
728
DHJJ Financial Advisors
Illinois
$295K +$211K +2,729 +320%
3FI
729
3 Factor Indexing
California
$295K -$1.86K -24 -0.7%
MHWM
730
Montz Harcus Wealth Management
Louisiana
$294K +$775 +10 +0.3%
AE Wealth Management
731
AE Wealth Management
Kansas
$293K -$1.23M -15,814 -82%
Regions Financial Corp
732
Regions Financial Corp
Alabama
$289K – – –
Fisher Asset Management
733
Fisher Asset Management
Washington
$287K +$270K +3,483 New
First Manhattan
734
First Manhattan
New York
$286K – – –
Family Investment Center
735
Family Investment Center
Missouri
$284K – – –
First Foundation Advisors
736
First Foundation Advisors
California
$284K – – –
Penobscot Investment Management
737
Penobscot Investment Management
Massachusetts
$283K – – –
Belpointe Asset Management
738
Belpointe Asset Management
Nevada
$283K – – –
Fortis Capital Advisors
739
Fortis Capital Advisors
Kansas
$283K – – –
Busey Bank
740
Busey Bank
Illinois
$283K – – –
QPWM
741
Quadrant Private Wealth Management
Pennsylvania
$277K +$261K +3,365 New
West Wealth Group
742
West Wealth Group
California
$277K -$11.9K -154 -4%
QHA
743
Quarry Hill Advisors
Minnesota
$277K – – –
AW
744
Aspirean Wealth
California
$276K -$9.9K -128 -4%
Ethic Inc
745
Ethic Inc
New York
$276K -$120K -1,546 -32%
BFA
746
Benningfield Financial Advisors
California
$276K – – –
Stratos Wealth Advisors
747
Stratos Wealth Advisors
Ohio
$275K – – –
RAM Investment Partners
748
RAM Investment Partners
Washington
$275K +$387 +5 +0.2%
SIM
749
Synergy Investment Management
Florida
$272K – – –
OFS
750
Opus Financial Solutions
Illinois
$271K +$5.04K +65 +2%