DUHP icon

U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
Friday Financial
Iowa
$2.23M +$85.1K +2,549 +4%
FWP
227
Firethorn Wealth Partners
Georgia
$2.08M -$52.6K -1,576 -3%
V
228
ViaWealth
Kansas
$2.05M -$469K -14,032 -20%
Renaissance Technologies
229
Renaissance Technologies
New York
$1.99M +$1.87M +56,100 New
SAG
230
SageView Advisory Group
California
$1.95M -$38.1K -1,141 -2%
CWM
231
Cherrydale Wealth Management
New Jersey
$1.85M +$295K +8,821 +20%
IFA
232
Index Fund Advisors
California
$1.8M +$146K +4,364 +9%
CMP
233
Coston McIsaac & Partners
Maine
$1.79M +$156K +4,660 +10%
DWM
234
Daner Wealth Management
Georgia
$1.73M +$1.57M +47,118 New
BW
235
Balance Wealth
Ohio
$1.7M +$935K +28,011 +142%
AWMNH
236
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.7M +$4.14K +124 +0.3%
SIM
237
Stratos Investment Management
Ohio
$1.66M +$1.56M +46,798 New
CSB
238
City State Bank
Iowa
$1.66M +$232K +6,960 +18%
AIS
239
American Investment Services
Massachusetts
$1.66M +$6.34K +190 +0.4%
SEIA
240
Signature Estate & Investment Advisors
California
$1.65M +$198K +5,921 +15%
EWA
241
EP Wealth Advisors
California
$1.64M +$1.21M +36,345 +373%
KF
242
K2 Financial
California
$1.63M +$209K +6,245 +16%
Citigroup
243
Citigroup
New York
$1.63M +$327K +9,808 +27%
HTWM
244
Hartmann Taylor Wealth Management
Texas
$1.63M +$30.8K +923 +2%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$56.1K +1,681 +4%
FIS
246
Fischer Investment Strategies
California
$1.57M -$2.77M -82,829 -65%
AWA
247
Acorn Wealth Advisors
Michigan
$1.57M +$178K +5,317 +14%
MCA
248
Maryland Capital Advisors
Maryland
$1.52M +$133K +3,972 +10%
GVAG
249
Great Valley Advisor Group
Delaware
$1.51M +$864K +25,878 +157%
ALWM
250
Andrews Lucia Wealth Management
California
$1.47M +$36.3K +1,086 +3%