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
IAN
526
Integrated Advisors Network
Texas
$369K +$13.2K +259 +4%
IA
527
IFP Advisors
Florida
$369K +$97.9K +1,923 +39%
OC
528
Oakworth Capital
Alabama
$367K – – –
SLT
529
St Louis Trust
Missouri
$365K – – –
RP
530
Rowlandmiller & Partners
Georgia
$364K – – –
WAN
531
Wealth Advisors Northwest
Oregon
$362K +$341K +6,702 New
MPAM
532
Murphy Pohlad Asset Management
Minnesota
$361K -$341K -6,700 -50%
WFA
533
WMG Financial Advisors
Tennessee
$361K -$71.7K -1,407 -17%
NG
534
NWK Group
California
$360K – – –
WDL
535
Well Done LLC
Michigan
$357K – – –
FWS
536
FinDec Wealth Services
California
$354K -$365K -7,170 -52%
WS
537
Wedbush Securities
California
$352K – – –
VFP
538
Verus Financial Partners
Virginia
$352K +$102 +2 +0%
Bank of New York Mellon
539
Bank of New York Mellon
New York
$351K -$48.4K -950 -13%
OIS
540
Okabena Investment Services
Minnesota
$350K – – –
VF
541
Vawter Financial
Ohio
$348K -$7.69M -151,090 -96%
IF
542
Intrua Financial
Texas
$343K – – –
RWM
543
Rialto Wealth Management
New York
$340K +$15.5K +305 +5%
FA
544
Fortis Advisors
Pennsylvania
$340K -$60.9K -1,196 -16%
FFG
545
First Financial Group
North Carolina
$340K – – –
PCA
546
Prosperity Capital Advisors
Ohio
$340K -$2.65K -52 -0.8%
BWM
547
BCO Wealth Management
New Mexico
$338K -$1.07K -21 -0.3%
MCM
548
Mitchell Capital Management
Kansas
$334K – – –
PP
549
PrairieView Partners
Minnesota
$328K – – –
LFAS
550
Level Four Advisory Services
Texas
$327K -$357 -7 -0.1%