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

Name Holding Trade Value Shares
Change 		Change in
Stake
RS
26
Retirement Solution
Washington
$16.6M +$16.3M +659,489 New
KA
27
Kooman & Associates
Pennsylvania
$14.3M +$11.5M +465,101 +450%
SSC
28
Syverson Strege & Co
Iowa
$14.1M +$243K +9,811 +2%
CWG
29
Crown Wealth Group
North Carolina
$14.1M +$781K +31,579 +6%
TWD
30
True Wealth Design
Ohio
$14M +$1.33M +53,765 +11%
WFA
31
Woodward Financial Advisors
North Carolina
$13.3M +$326K +13,190 +3%
AF
32
Allworth Financial
California
$12M +$11.8M +475,995 +23,552%
SIS
33
Strategic Investment Solutions
Illinois
$11.6M +$227K +9,172 +2%
LEFP
34
Leading Edge Financial Planning
Tennessee
$11.1M +$1.58M +63,906 +17%
FFS
35
Founders Financial Securities
Maryland
$11M +$3.14M +126,893 +41%
HI
36
Horizon Investments
North Carolina
$10.7M +$2.92M +118,015 +38%
SFA
37
Sequoia Financial Advisors
Ohio
$10.3M +$9.18M +370,947 +1,003%
CPIG
38
Chicago Partners Investment Group
Illinois
$10.2M +$3.46M +140,075 +53%
BPA
39
Beacon Pointe Advisors
California
$9.57M +$3.67M +148,244 +64%
PFA
40
Pure Financial Advisors
California
$9.57M +$9.41M +380,625 New
WFA
41
Websterrogers Financial Advisors
South Carolina
$9M +$769K +31,087 +10%
SWA
42
Sax Wealth Advisors
New Jersey
$8.76M +$1.28M +51,612 +17%
PA
43
Pinnacle Associates
New York
$8.31M +$8.18M +330,565 New
PWMAG
44
Pinnacle Wealth Management Advisory Group
New Jersey
$8.31M +$8.18M +330,565 New
TFA
45
Triad Financial Advisors
North Carolina
$8.17M +$1.7M +68,715 +27%
ACP
46
Aveo Capital Partners
Colorado
$8.03M +$527K +21,296 +7%
CAM
47
CPA Asset Management
Florida
$8M +$61.8K +2,500 +0.8%
SAM
48
Satovsky Asset Management
New York
$7.42M +$2.57M +103,875 +55%
LGWM
49
Litman Gregory Wealth Management
California
$7.42M +$7.26M +293,632 New
VAS
50
Vestmark Advisory Solutions
Massachusetts
$7.25M +$7.13M +288,275 New
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