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
FFN
426
Focus Financial Network
Minnesota
$659K -$9.93K -195 -2%
IFWM
427
Institute for Wealth Management
Colorado
$658K -$560 -11 -0.1%
Susquehanna International Group
428
Susquehanna International Group
Pennsylvania
$655K +$618K +12,131 New
PWM
429
Perigon Wealth Management
California
$653K – – –
MOS
430
MGO One Seven
Ohio
$652K – – –
EW
431
Evoke Wealth
California
$650K – – –
WT
432
Washington Trust
Rhode Island
$647K – – –
CAM
433
CPA Asset Management
Florida
$644K – – –
Janney Montgomery Scott
434
Janney Montgomery Scott
Pennsylvania
$639K – – –
RIP
435
RAM Investment Partners
Washington
$638K – – –
FWCM
436
Ferguson Wellman Capital Management
Oregon
$636K – – –
Lido Advisors
437
Lido Advisors
California
$628K +$136K +2,667 +30%
NCM
438
NCM Capital Management
New Jersey
$628K -$10.5K -207 -2%
MWG
439
Martin Worley Group
Utah
$627K -$39.8K -782 -6%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$621K -$255 -5 -0%
ACA
441
Aptus Capital Advisors
Alabama
$621K -$38.5K -755 -6%
FWM
442
Forza Wealth Management
Florida
$617K – – –
CTC
443
Central Trust Company
Missouri
$601K +$477K +9,358 +525%
G
444
GenTrust
Florida
$598K – – –
BI
445
Berkeley Inc
Idaho
$595K -$8.81K -173 -2%
FS
446
Financial Symmetry
North Carolina
$593K +$7.18K +141 +1%
CWA
447
Cascade Wealth Advisors
Washington
$591K +$552K +10,830 New
USCWA
448
U.S. Capital Wealth Advisors
Texas
$587K -$94.6K -1,857 -15%
NA
449
Nautilus Advisors
California
$584K +$246K +4,825 +80%
KRW
450
Kaufman Rossin Wealth
Florida
$581K – – –