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
LPFG
326
Landing Point Financial Group
Ohio
$1.04M +$22.4K +585 +2%
SWM
327
SpringVest Wealth Management
Texas
$972K -$27.2K -710 -3%
TWM
328
TCFG Wealth Management
California
$904K -$21.9K -572 -2%
TIA
329
TCFG Investment Advisors
California
$904K +$943K +24,584 New
AWP
330
Axis Wealth Partners
Rhode Island
$890K +$68.3K +1,782 +8%
FWM
331
Forteris Wealth Management
New York
$876K +$48.1K +1,253 +6%
WP
332
Wealthspan Partners
Iowa
$830K -$30.8K -803 -3%
Modera Wealth Management
333
Modera Wealth Management
New Jersey
$828K -$2.22K -58 -0.3%
Tower Research Capital (TRC)
334
Tower Research Capital (TRC)
New York
$826K +$818K +21,323 +1,870%
VPWA
335
Vestia Personal Wealth Advisors
Indiana
$821K +$856K +22,323 New
GMA
336
Glassy Mountain Advisors
Maryland
$819K +$36.5K +953 +4%
HA
337
Herold Advisors
New York
$806K +$8.13K +212 +1%
HR
338
Hardy Reed
Mississippi
$800K +$384K +10,025 +85%
Kingsview Wealth Management
339
Kingsview Wealth Management
Oregon
$784K -$60.3K -1,573 -7%
MWM
340
Mattern Wealth Management
Kansas
$775K -$713K -18,588 -47%
BAM
341
Belleair Asset Management
Florida
$774K +$129K +3,359 +19%
EFMC
342
Empire Financial Management Company
New York
$769K +$20.1K +524 +3%
CWA
343
Cascade Wealth Advisors
Washington
$755K – – –
OIM
344
Oder Investment Management
California
$754K +$133K +3,477 +20%
PAM
345
Pacific Asset Management
Washington
$734K +$1.38K +36 +0.2%
TI
346
tru Independence
Oregon
$731K -$246K -6,405 -24%
SWP
347
Summit Wealth Partners
Florida
$728K -$78.3K -2,042 -9%
Diversify Wealth Management
348
Diversify Wealth Management
Utah
$722K +$710K +18,523 New
PAG
349
Poinciana Advisors Group
Florida
$714K – – –
Summit Financial
350
Summit Financial
New Jersey
$708K +$324K +8,445 +78%