DUHP icon

U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Summit Wealth Partners
Florida
$662K +$206K +6,165 +50%
IWM
302
IHT Wealth Management
Illinois
$661K – – –
Cerity Partners
303
Cerity Partners
New York
$653K – – –
CA
304
Clune & Associates
Illinois
$636K +$100 +3 +0%
TRCT
305
Tower Research Capital (TRC)
New York
$629K +$590K +17,675 New
BW
306
BIP Wealth
Georgia
$626K +$588K +17,607 New
AC
307
AlphaCore Capital
California
$625K +$207K +6,198 +55%
AL
308
Aspiriant LLC
California
$615K -$26.9K -807 -4%
MWG
309
Martin Worley Group
Utah
$603K -$10.3K -310 -2%
MOS
310
MGO One Seven
Ohio
$596K -$45.6K -1,365 -8%
SC
311
Shearwater Capital
Colorado
$589K +$553K +16,574 New
AWP
312
Axis Wealth Partners
Rhode Island
$573K -$23.8K -712 -4%
SA
313
Stewardship Advisors
Pennsylvania
$571K +$33.3K +997 +7%
EFP
314
EnRich Financial Partners
Wisconsin
$564K -$63.7K -1,908 -11%
AAS
315
Avantax Advisory Services
Texas
$563K +$67 +2 +0%
GCM
316
Gibraltar Capital Management
Oklahoma
$559K +$3.51K +105 +0.7%
HKIMG
317
Hutchens & Kramer Investment Management Group
Indiana
$557K -$158K -4,725 -23%
OIM
318
Oder Investment Management
California
$551K +$143K +4,275 +38%
NFW
319
Noble Family Wealth
Florida
$530K +$498K +14,904 New
CA
320
CGN Advisors
Kansas
$525K – – –
ATI
321
ARK & TLK Investments
Oklahoma
$520K +$175K +5,250 +56%
QWM
322
Quadcap Wealth Management
Texas
$517K +$104K +3,109 +27%
CAG
323
Csenge Advisory Group
Florida
$516K +$22.8K +684 +5%
NRW
324
Nova R Wealth
Kansas
$514K +$1.57K +47 +0.3%
CSP
325
Cary Street Partners
Virginia
$512K +$172K +5,164 +56%