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
OIM
676
Oder Investment Management
California
$310K +$16K +240 +6%
DWM
677
Destination Wealth Management
California
$310K – – –
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$306K +$34.3K +513 +13%
WWM
679
Woodside Wealth Management
Massachusetts
$302K – – –
GM
680
GeoWealth Management
Illinois
$300K – – –
VA
681
Vident Advisory
Georgia
$300K – – –
EIG
682
Ellenbecker Investment Group
Wisconsin
$300K -$19.2K -288 -6%
NP
683
NorthRock Partners
Minnesota
$299K -$64.2K -961 -18%
KA
684
Kovack Advisors
Florida
$298K +$601 +9 +0.2%
KFI
685
Key Financial Inc
Pennsylvania
$294K – – –
WTA
686
Washington Trust Advisors
Massachusetts
$290K +$735 +11 +0.3%
CGA
687
Crescent Grove Advisors
Illinois
$290K – – –
FFM
688
Flagstone Financial Management
Nebraska
$287K – – –
SWM
689
SilverOak Wealth Management
Minnesota
$286K – – –
WIA
690
World Investment Advisors
California
$286K – – –
DWM
691
Drive Wealth Management
Utah
$286K +$67 +1 +0%
MAG
692
Mokosak Advisory Group
Iowa
$284K +$869 +13 +0.3%
IP
693
Indivisible Partners
Florida
$283K +$271K +4,054 New
HA
694
Heffernan Advisory
Arizona
$282K +$735 +11 +0.3%
CA
695
CGN Advisors
Kansas
$281K +$535 +8 +0.2%
CWM
696
Core Wealth Management
Florida
$281K – – –
PFG
697
Pinnacle Financial Group
Illinois
$281K +$269K +4,021 New
Envestnet Portfolio Solutions
698
Envestnet Portfolio Solutions
Illinois
$280K +$268K +4,004 New
DOA
699
D'Orazio & Associates
Virginia
$278K – – –
RF
700
Robinswood Financial
Washington
$278K +$267 +4 +0.1%