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
SWP
701
Sagespring Wealth Partners
Tennessee
$277K -$4.41K -66 -2%
NRW
702
Nova R Wealth
Kansas
$277K +$936 +14 +0.4%
PP
703
Pacifica Partners
Canada
$275K – – –
TI
704
Trexquant Investment
Connecticut
$274K +$262K +3,921 New
GPW
705
Gentry Private Wealth
Kansas
$273K – – –
GA
706
GoalVest Advisory
New York
$273K – – –
GWM
707
GDS Wealth Management
Texas
$271K – – –
FA
708
FF Advisors
California
$270K – – –
Franklin Resources
709
Franklin Resources
California
$268K +$869 +13 +0.3%
CPWM
710
Cypress Point Wealth Management
Texas
$267K -$106K -1,590 -29%
HIIFS
711
Harel Insurance Investments & Financial Services
Israel
$266K – – –
FA
712
Fermata Advisors
California
$261K +$869 +13 +0.3%
PAG
713
Private Advisory Group
Washington
$261K – – –
GBWM
714
Granite Bay Wealth Management
New Hampshire
$260K – – –
WWM
715
Western Wealth Management
Colorado
$260K +$535 +8 +0.2%
FWM
716
FFT Wealth Management
Pennsylvania
$259K – – –
PPP
717
Prism Planning Partners
Illinois
$258K -$2.67K -40 -1%
PP
718
PDS Planning
Ohio
$255K +$244K +3,654 New
AP
719
Americana Partners
Texas
$254K – – –
FFA
720
Frazier Financial Advisors
Ohio
$253K +$668 +10 +0.3%
WC
721
Waterloo Capital
Texas
$252K +$241K +3,611 New
BCM
722
Brookstone Capital Management
Illinois
$250K -$24.9K -373 -9%
IF
723
Ironwood Financial
Arizona
$249K -$5.01K -75 -2%
IIA
724
Integrity Investment Advisors
Colorado
$246K – – –
BCI
725
Brinker Capital Investments
Pennsylvania
$243K -$891K -13,327 -79%