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
CAS
476
Coppell Advisory Solutions
Texas
$77.4K -$24.8K -522 -23%
MAWCM
477
Mine & Arao Wealth Creation & Management
California
$75.7K – – –
PCA
478
Providence Capital Advisors
North Carolina
$75.1K – – –
RDFA
479
Ritter Daniher Financial Advisory
Ohio
$69.3K – – –
CMP
480
Coston McIsaac & Partners
Maine
$64K +$237 +5 +0.4%
FCG
481
Financial Connections Group
California
$61K +$47 +1 +0.1%
CTC
482
Central Trust Company
Missouri
$59.4K – – –
CP
483
Castleview Partners
Texas
$50.5K +$52.5K +1,106 New
SS
484
Sunbelt Securities
Texas
$47.3K – – –
TC
485
Truvestments Capital
Florida
$46K +$47.8K +1,006 New
CT
486
Colonial Trust
South Carolina
$45.7K – – –
CFS
487
CGC Financial Services
Oregon
$43K – – –
TWM
488
Tradition Wealth Management
Minnesota
$43K +$190 +4 +0.4%
SN
489
Sittner & Nelson
Oregon
$42.9K – – –
PA
490
Parallel Advisors
California
$42.1K +$33.4K +703 +321%
VNA
491
Valley National Advisers
Pennsylvania
$38K – – –
AWM
492
Angeles Wealth Management
California
$33.7K -$183K -3,850 -84%
SC
493
Steph & Co
Wisconsin
$32.5K – – –
Comerica Bank
494
Comerica Bank
Texas
$32.3K +$33.6K +708 New
MWM
495
Mascoma Wealth Management
New Hampshire
$30.8K – – –
OLVIG
496
Oliver Lagore Vanvalin Investment Group
Michigan
$26K +$1.52K +32 +6%
PAI
497
Pittenger & Anderson Inc
Nebraska
$19.1K – – –
AAG
498
Armstrong Advisory Group
Massachusetts
$18.8K – – –
ME
499
McIlrath & Eck
Washington
$18.8K -$27.4K -577 -58%
TCA
500
Trifecta Capital Advisors
Illinois
$18.1K – – –