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U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
301
Capital Performance Advisors
California
$466K +$149K +4,348 +45%
SWM
302
Spire Wealth Management
Virginia
$462K +$479K +13,953 New
NWM
303
Navigoe Wealth Management
California
$455K -$66.3K -1,929 -12%
CAG
304
Csenge Advisory Group
Florida
$450K +$24.2K +703 +5%
CAM
305
Cresset Asset Management
Illinois
$445K +$48.7K +1,417 +12%
FCM
306
Fortis Capital Management
Washington
$445K – – –
FFA
307
First Foundation Advisors
California
$444K – – –
AC
308
AWM Capital
Arizona
$443K – – –
UA
309
Unison Advisors
District of Columbia
$437K +$1.1K +32 +0.2%
SWP
310
Summit Wealth Partners
Florida
$413K +$20.2K +588 +5%
SIMC
311
Squire Investment Management Company
Utah
$412K -$47.6K -1,385 -10%
MSAM
312
Moloney Securities Asset Management
Missouri
$394K +$186K +5,420 +84%
AIM
313
Archer Investment Management
Texas
$393K -$245K -7,127 -38%
BPWM
314
Black Point Wealth Management
Florida
$390K -$3.12M -90,667 -89%
BCA
315
Bay Colony Advisors
Massachusetts
$386K +$8.87K +258 +2%
BPWM
316
Badgley Phelps Wealth Managers
Washington
$382K – – –
AWM
317
Angeles Wealth Management
California
$380K -$344K -9,998 -47%
QWM
318
Quadcap Wealth Management
Texas
$379K -$86.7K -2,523 -18%
QCIG
319
Quad-Cities Investment Group
Iowa
$377K +$27.5K +800 +8%
AC
320
AlphaCore Capital
California
$377K +$391K +11,367 New
NSG
321
Nalls Sherbakoff Group
Tennessee
$373K +$387K +11,263 New
OIM
322
Oder Investment Management
California
$372K +$386K +11,220 New
RIM
323
Rockbridge Investment Management
New York
$360K – – –
PWM
324
Perigon Wealth Management
California
$360K +$3.13K +91 +0.8%
HIG
325
Heritage Investment Group
Florida
$353K +$10.7K +312 +3%
11 12
13
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