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
FJWM
201
Ferguson Johnson Wealth Management
Maryland
$6.75M -$40.2K -602 -0.6%
AWM
202
Axxcess Wealth Management
California
$6.71M +$6.42M +96,061 New
SFP
203
SwitchPoint Financial Planning
Utah
$6.46M +$8.62K +129 +0.1%
VF
204
Vestment Financial
Minnesota
$6.42M +$319K +4,768 +5%
CA
205
Claris Advisors
Missouri
$6.42M -$168K -2,509 -3%
BFC
206
Bedel Financial Consulting
Indiana
$6.34M +$1.04M +15,552 +21%
GA
207
Greenspring Advisors
Maryland
$6.34M -$79.4K -1,188 -1%
SIM
208
Studio Investment Management
Illinois
$6.33M +$226K +3,385 +4%
GC
209
Gibson Capital
Pennsylvania
$6.22M -$68.8K -1,029 -1%
GMA
210
Glassy Mountain Advisors
Maryland
$6.16M -$120K -1,794 -2%
CTWM
211
Cherry Tree Wealth Management
Minnesota
$6.15M -$39.8K -596 -0.7%
LWM
212
Lionshead Wealth Management
New York
$6.09M +$155K +2,322 +3%
W
213
WorthPointe
California
$6.08M +$344K +5,151 +6%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$6.08M -$54.3K -812 -0.9%
CWA
215
CogentBlue Wealth Advisors
Tennessee
$6.06M -$169K -2,534 -3%
PAG
216
Private Advisor Group
New Jersey
$6.01M +$2.85M +42,704 +99%
BH
217
Burk Holdings
Oklahoma
$5.92M -$173K -2,585 -3%
MCA
218
Maryland Capital Advisors
Maryland
$5.9M +$5.64M +84,406 New
1WM
219
1900 Wealth Management
Texas
$5.87M -$66.8K -999 -1%
PWM
220
Platform Wealth Management
Utah
$5.83M +$5.57M +83,404 New
RLIM
221
Red Lighthouse Investment Management
New York
$5.81M -$71K -1,062 -1%
SC
222
Shearwater Capital
Colorado
$5.74M – – –
PWIA
223
Porter White Investment Advisors
Alabama
$5.71M -$146K -2,183 -3%
HWM
224
HB Wealth Management
Georgia
$5.7M +$806K +12,057 +17%
ACP
225
Aviance Capital Partners
Florida
$5.63M +$228K +3,414 +4%