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
WKWM
351
Walter & Keenan Wealth Management
Indiana
$436K +$424K +11,553 New
BPWM
352
Badgley Phelps Wealth Managers
Washington
$435K – – –
AWM
353
Angeles Wealth Management
California
$434K – – –
NWM
354
Navigoe Wealth Management
California
$430K -$88.7K -2,419 -17%
CPA
355
Capital Performance Advisors
California
$428K – – –
NSG
356
Nalls Sherbakoff Group
Tennessee
$426K +$257 +7 +0.1%
SF
357
Summit Financial
New Jersey
$426K +$413K +11,277 New
QCIG
358
Quad-Cities Investment Group
Iowa
$423K -$7.15K -195 -2%
RIM
359
Rockbridge Investment Management
New York
$410K – – –
PWM
360
Perigon Wealth Management
California
$410K – – –
DEM
361
Disciplined Equity Management
Florida
$409K +$397K +10,840 New
RIP
362
RAM Investment Partners
Washington
$400K +$389K +10,600 New
RWM
363
Rockwood Wealth Management
Pennsylvania
$398K +$102K +2,782 +36%
HA
364
Hanover Advisors
South Carolina
$394K – – –
MSAM
365
Moloney Securities Asset Management
Missouri
$394K -$53.2K -1,450 -12%
US Bancorp
366
US Bancorp
Minnesota
$391K +$380K +10,351 New
PL
367
Plancorp LLC
Missouri
$388K +$1.06K +29 +0.3%
Comerica Bank
368
Comerica Bank
Texas
$376K -$5.98K -163 -2%
AWM
369
Avondale Wealth Management
Texas
$375K – – –
CAM
370
Clark Asset Management
New Hampshire
$370K – – –
SFM
371
Signet Financial Management
New Jersey
$355K -$23.1K -630 -6%
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$353K – – –
ZF
373
Zhang Financial
Michigan
$338K +$403 +11 +0.1%
Brown Advisory
374
Brown Advisory
Maryland
$334K – – –
APC
375
Aspire Private Capital
North Carolina
$330K +$5.79K +158 +2%