We are live on ! Find out more
DFAT icon

U.S. Targeted Value Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Addison Advisors
Vermont
$1.07M +$180K +3,785 +19%
SWM
252
Sanctuary Wealth Management
Idaho
$1.06M +$43.8K +923 +4%
OC
253
Oakworth Capital
Alabama
$1.04M – – –
OW
254
Olistico Wealth
Oklahoma
$1.03M +$2.61K +55 +0.2%
BMD
255
Better Money Decisions
New Mexico
$957K +$385K +8,105 +63%
BCM
256
Basso Capital Management
Connecticut
$928K – – –
WP
257
Wealthspan Partners
Iowa
$915K +$50.6K +1,066 +6%
FWM
258
Fortress Wealth Management
California
$914K +$15.2K +320 +2%
MWP
259
Meredith Wealth Planning
Illinois
$913K -$4.94K -104 -0.5%
FA
260
Fiducient Advisors
Illinois
$903K +$3.61K +76 +0.4%
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$896K -$60.7K -1,278 -6%
RWM
262
Rockwood Wealth Management
Pennsylvania
$887K +$58.5K +1,231 +7%
NHC
263
Nicholas Hoffman & Company
Georgia
$876K – – –
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$868K -$2.19M -46,059 -71%
PIFP
265
Partners in Financial Planning
Virginia
$858K -$50.9K -1,071 -5%
AWS
266
Atria Wealth Solutions
New York
$856K -$28.7K -604 -3%
GWM
267
Geneos Wealth Management
Colorado
$840K -$3.56K -75 -0.4%
DWM
268
Dakota Wealth Management
Florida
$837K – – –
PB
269
Pinnacle Bancorp
Nebraska
$829K +$21.7K +456 +3%
CWM
270
Curi Wealth Management
North Carolina
$820K -$110K -2,324 -11%
KWM
271
Keebeck Wealth Management
Illinois
$807K – – –
AWM
272
Apollon Wealth Management
South Carolina
$799K -$19.4K -409 -2%
BFC
273
Bedel Financial Consulting
Indiana
$767K +$96.3K +2,028 +14%
SI
274
Stephens Inc
Arkansas
$766K +$796K +16,760 New
KCPG
275
Kavar Capital Partners Group
Kansas
$766K +$381K +8,013 +92%