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
SPWM
651
Smith Partners Wealth Management
North Carolina
$300K – – –
BBHC
652
Brown Brothers Harriman & Co
New York
$298K -$2.98K -47 -1%
CCA
653
Clarity Capital Advisors
Florida
$293K – – –
LWM
654
LongView Wealth Management
Georgia
$293K -$610K -9,600 -68%
GFP
655
Gryphon Financial Partners
Ohio
$293K – – –
TVPW
656
Third View Private Wealth
Connecticut
$290K – – –
Fisher Asset Management
657
Fisher Asset Management
Washington
$290K +$78.8K +1,240 +37%
SWP
658
Significant Wealth Partners
Illinois
$288K – – –
WIA
659
World Investment Advisors
California
$286K +$291K +4,576 New
EIG
660
Ellenbecker Investment Group
Wisconsin
$286K +$254 +4 +0.1%
SCM
661
SCS Capital Management
Massachusetts
$278K +$283K +4,457 New
NC
662
North Capital
Utah
$277K +$889 +14 +0.3%
DWM
663
Destination Wealth Management
California
$277K – – –
WWM
664
Woodside Wealth Management
Massachusetts
$270K – – –
AWP
665
Accretive Wealth Partners
New Jersey
$270K +$274K +4,316 New
KCP
666
Kera Capital Partners
California
$268K +$273K +4,298 New
GM
667
GeoWealth Management
Illinois
$268K – – –
VA
668
Vident Advisory
Georgia
$268K – – –
KA
669
Kovack Advisors
Florida
$267K +$22.9K +361 +9%
KFI
670
Key Financial Inc
Pennsylvania
$262K -$20.4K -321 -7%
OIM
671
Oder Investment Management
California
$262K +$31.1K +489 +13%
CGA
672
Crescent Grove Advisors
Illinois
$259K +$263K +4,144 New
WTA
673
Washington Trust Advisors
Massachusetts
$258K -$7.05K -111 -3%
FA
674
FF Advisors
California
$258K – – –
FFM
675
Flagstone Financial Management
Nebraska
$257K – – –