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U.S. Small Cap Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
Armis Advisers
751
Armis Advisers
Georgia
$271K +$310 +4 +0.1%
SCI
752
Silver Coast Investments
United States
$270K +$775 +10 +0.3%
EWP
753
E-Wealth Partners
Minnesota
$268K -$59.3K -766 -19%
Triad Wealth Partners
754
Triad Wealth Partners
Kansas
$268K -$3.41K -44 -1%
Glenview Trust
755
Glenview Trust
Kentucky
$266K +$251K +3,235 New
TAFW
756
Tred Avon Family Wealth
Maryland
$264K – – –
Sound View Wealth Advisors Group
757
Sound View Wealth Advisors Group
Georgia
$264K +$1.47K +19 +0.6%
Plante Moran Financial Advisors
758
Plante Moran Financial Advisors
Michigan
$257K – – –
Arista Wealth Management
759
Arista Wealth Management
Nevada
$256K – – –
EIA
760
Eldridge Investment Advisors
New Hampshire
$255K – – –
Caliber Wealth Management (Kansas)
761
Caliber Wealth Management (Kansas)
Kansas
$253K – – –
OP
762
Oath Planning
Oklahoma
$253K +$697 +9 +0.3%
Oakworth Capital
763
Oakworth Capital
Alabama
$253K – – –
SIAG
764
Safeguard Investment Advisory Group
California
$253K +$620 +8 +0.3%
DI
765
Disciplined Investors
Texas
$253K +$620 +8 +0.3%
OWA
766
Oak Wealth Advisors
Illinois
$252K – – –
Whittier Trust
767
Whittier Trust
California
$252K – – –
AFC
768
Ares Financial Consulting
California
$249K +$542 +7 +0.2%
LF
769
Lantz Financial
Illinois
$247K – – –
SignatureFD
770
SignatureFD
Georgia
$247K +$77 +1 +0%
Annandale Capital
771
Annandale Capital
Texas
$247K – – –
SCA
772
Snowden Capital Advisors
New York
$246K +$465 +6 +0.2%
RPGK
773
Retirement Planning Group (Kansas)
Kansas
$246K +$2.56K +33 +1%
Caldwell Trust
774
Caldwell Trust
Florida
$246K -$12.5K -161 -5%
EFG
775
Elevated Financial Group
Indiana
$245K -$25.8K -333 -10%