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Polen Dividend Income ETF
DIVZ
DIVZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
4WM
1
49 Wealth Management
Austin,
Texas
| $68.5M | +$9.79M | +295,726 | +16% |
|
|
TAM
2
Titleist Asset Management
San Antonio,
Texas
| $30.3M | -$296K | -8,924 | -0.9% |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $20.6M | +$452K | +13,638 | +2% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $715K | -$68.3K | -2,063 | -8% |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $523K | +$542K | +16,351 | New |
|
|
MAG
6
M3 Advisory Group
Needham Heights,
Massachusetts
| $518K | +$59.2K | +1,787 | +12% |
|
|
I2I
7
Insight 2811 Inc
Chicago,
Illinois
| $396K | -$96.8K | -2,924 | -19% |
|
|
FGC
8
Financial Gravity Companies
Lakeway,
Texas
| $333K | -$9.27K | -280 | -3% |
|
|
CA
9
CoreCap Advisors
Southfield,
Michigan
| $29.1K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.8K | – | – | – |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| $3.75K | – | – | – |
|
|
DFA
12
DHJJ Financial Advisors
Naperville,
Illinois
| $1.64K | – | – | – |
|
13
Morgan Stanley
New York
| $74 | +$33 | +1 | +100% |
|