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
EF
426
Exeter Financial
Arizona
$440K +$1.78K +34 +0.4%
LIA
427
LBMC Investment Advisors
Tennessee
$440K +$1.05K +20 +0.2%
AWM
428
Axxcess Wealth Management
California
$415K +$1.36K +26 +0.3%
EW
429
Evoke Wealth
California
$410K -$217K -4,130 -34%
MMA
430
Miracle Mile Advisors
California
$397K – – –
GWA
431
Geometric Wealth Advisors
District of Columbia
$396K – – –
MFIM
432
Mesirow Financial Investment Management
Illinois
$393K +$1.47K +28 +0.4%
MWC
433
MBM Wealth Consultants
Missouri
$387K – – –
BWA
434
Bordeaux Wealth Advisors
California
$387K – – –
GT
435
Greenleaf Trust
Michigan
$384K +$157 +3 +0%
HIA
436
HTG Investment Advisors
Connecticut
$380K – – –
AC
437
AWM Capital
Arizona
$379K – – –
LWM
438
LongView Wealth Management
Georgia
$379K +$157K +3,000 +70%
BBNB
439
Baker Boyer National Bank
Washington
$378K -$93.6K -1,784 -20%
IC
440
IEQ Capital
California
$378K +$382K +7,286 New
FS
441
Financial Symmetry
North Carolina
$376K -$30.8K -588 -8%
BAM
442
Belpointe Asset Management
Nevada
$374K +$378K +7,211 New
FCA
443
Fortis Capital Advisors
Kansas
$374K +$378K +7,211 New
SSC
444
Syverson Strege & Co
Iowa
$373K +$57.4K +1,095 +18%
SCA
445
STALEY CAPITAL ADVISERS
Pennsylvania
$372K +$1.52K +29 +0.4%
DFC
446
DBK Financial Counsel
Ohio
$371K – – –
RPCA
447
Running Point Capital Advisors
California
$368K +$54.9K +1,047 +17%
GP
448
Greenline Partners
New York
$365K +$1.47K +28 +0.4%
Fisher Asset Management
449
Fisher Asset Management
Washington
$365K +$369K +7,039 New
FFN
450
Focus Financial Network
Minnesota
$361K +$119K +2,277 +55%