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
PA
626
Pineridge Advisors
Missouri
$10.7K +$54 +1 +0.5%
IWP
627
IAG Wealth Partners
Wisconsin
$10.5K – – –
MFA
628
McClarren Financial Advisors
Pennsylvania
$10K +$108K +2,005 New
EWM
629
Evermay Wealth Management
Virginia
$9.46K – – –
OC
630
Oarsman Capital
Wisconsin
$7.45K +$7.25K +134 New
WWP
631
WR Wealth Planners
Missouri
$6.34K +$54 +1 +0.9%
QC
632
Quent Capital
New York
$6.29K – – –
CSC
633
Caldwell Sutter Capital
California
$6.23K – – –
CA
634
Continuum Advisory
Idaho
$5.98K – – –
GFPC
635
Global Financial Private Client
Florida
$4.45K +$1.62K +30 +60%
BWM
636
Bullock Wealth Management
Indiana
$2.42K – – –
EFP
637
Elser Financial Planning
Indiana
– -$28.6M -552,038 Closed
Renaissance Technologies
638
Renaissance Technologies
New York
– -$695K -13,400 Closed
MSWM
639
McGlone Suttner Wealth Management
Wisconsin
– -$662K -12,642 Closed
TI
640
Trexquant Investment
Connecticut
– -$631K -12,164 Closed
T
641
TCWP
Ohio
– -$611K -11,789 Closed
FFS
642
Founders Financial Securities
Maryland
– -$298K -5,747 Closed
FTUS
643
Flow Traders U.S.
New York
– -$283K -5,464 Closed
IA
644
IFG Advisors
Missouri
– -$253K -4,871 Closed
SCM
645
Steele Capital Management
Iowa
– -$217K -4,193 Closed
BFPW
646
BOK Financial Private Wealth
Colorado
– -$189K -3,635 Closed
EC
647
EdgeRock Capital
Colorado
– -$109K -2,098 Closed
IC
648
Innealta Capital
Texas
– -$45.6K -879 Closed
VNA
649
Valley National Advisers
Pennsylvania
– -$42K -828 Closed
VAG
650
VisionPoint Advisory Group
Texas
– -$24.4K -471 Closed