We are live on ! Find out more
DUHP icon

U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
HA
251
Hanover Advisors
South Carolina
$356K – – –
EWA
252
EP Wealth Advisors
California
$356K +$342K +10,443 New
HIG
253
Heritage Investment Group
Florida
$352K – – –
Comerica Bank
254
Comerica Bank
Texas
$349K +$131K +4,015 +64%
PWM
255
Perigon Wealth Management
California
$343K -$6.84K -209 -2%
LI
256
LRI Investments
Florida
$339K +$319K +9,752 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$318K – – –
AQR Capital Management
258
AQR Capital Management
Connecticut
$310K +$298K +9,102 New
MCM
259
Mattern Capital Management
Colorado
$306K +$294K +8,971 New
GMA
260
Glassy Mountain Advisors
Maryland
$300K +$29.4K +899 +11%
IFG
261
Independent Financial Group
California
$296K +$4.95K +151 +2%
SPA
262
Shore Point Advisors
New Jersey
$288K +$277K +8,463 New
DFG
263
Delta Financial Group
New Jersey
$271K +$260K +7,952 New
APC
264
Aspire Private Capital
North Carolina
$267K +$10.9K +334 +4%
MECA
265
Miller Equity Capital Advisors
Texas
$260K +$250K +7,630 New
MWM
266
Modera Wealth Management
New Jersey
$257K +$3.6K +110 +1%
CCG
267
Capital CS Group
California
$251K – – –
EWA
268
Elevate Wealth Advisory
Georgia
$251K +$33 +1 +0%
PWS
269
Physician Wealth Solutions
Nevada
$251K – – –
PL
270
Plancorp LLC
Missouri
$247K +$238K +7,253 New
SIMC
271
Squire Investment Management Company
Utah
$245K +$235K +7,185 New
WJA
272
Willis Johnson & Associates
Texas
$242K +$233K +7,105 New
AWM
273
Aspire Wealth Management
Massachusetts
$236K +$2.19K +67 +1%
HWP
274
Hibernia Wealth Partners
Louisiana
$236K +$227K +6,924 New
BCM
275
Brookstone Capital Management
Illinois
$217K +$208K +6,365 New