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
MFC
276
Morris Financial Concepts
South Carolina
$1.64M +$127K +2,355 +9%
QHA
277
Quarry Hill Advisors
Minnesota
$1.62M +$128K +2,367 +9%
TIAM2
278
Tru Independence Asset Management 2
Oregon
$1.6M +$1.56M +28,777 New
LW
279
Lauer Wealth
Indiana
$1.6M +$30K +555 +2%
CWM
280
CarsonAllaria Wealth Management
Illinois
$1.59M -$72.9K -1,349 -5%
VCM
281
Versant Capital Management
Arizona
$1.58M -$14.7K -272 -0.9%
WFA
282
Websterrogers Financial Advisors
South Carolina
$1.58M -$89.6K -1,657 -6%
CRC
283
Curi RMB Capital
Illinois
$1.57M -$20.8K -385 -1%
Two Sigma Investments
284
Two Sigma Investments
New York
$1.56M +$1.23M +22,700 +428%
BFC
285
Bedel Financial Consulting
Indiana
$1.55M +$82.7K +1,530 +6%
IWC
286
Integrated Wealth Concepts
Massachusetts
$1.53M -$2.6K -48 -0.2%
TFA
287
Tobias Financial Advisors
Florida
$1.52M -$3.41K -63 -0.2%
MWPCG
288
Measured Wealth Private Client Group
New Hampshire
$1.5M -$20.7K -383 -1%
RB
289
Renasant Bank
Mississippi
$1.46M -$14.4K -267 -1%
2L
290
25 LLC
Missouri
$1.43M +$3.19K +59 +0.2%
Wells Fargo
291
Wells Fargo
California
$1.43M +$763K +14,120 +122%
SPIA
292
Steward Partners Investment Advisory
New York
$1.43M +$62.7K +1,159 +5%
PPH
293
Pure Portfolios Holdings
Oregon
$1.34M +$1.3M +24,089 New
ZF
294
Zhang Financial
Michigan
$1.33M -$40.1K -741 -3%
Bessemer Group
295
Bessemer Group
New Jersey
$1.31M -$2.11K -39 -0.2%
W
296
WealthCollab
Washington
$1.3M – – –
PCIA
297
Prime Capital Investment Advisors
Kansas
$1.29M -$54 -1 -0%
MWM
298
Mission Wealth Management
California
$1.27M -$22K -407 -2%
MWM
299
Melfa Wealth Management
Massachusetts
$1.25M -$189K -3,493 -13%
SWM
300
Sanctuary Wealth Management
Idaho
$1.23M -$16.9K -312 -1%