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U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$3.82M +$2.81M +118,634 +294%
MWA
52
Mills Wealth Advisors
Texas
$3.79M +$3.74M +157,773 New
TAM
53
TCP Asset Management
Ohio
$3.66M +$3.61M +152,400 New
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$3.53M +$3.48M +146,744 +43,674%
Stifel Financial
55
Stifel Financial
Missouri
$3.19M +$484K +20,410 +18%
PWM
56
PBMares Wealth Management
Virginia
$3.05M +$984K +41,500 +49%
MWP
57
Meredith Wealth Planning
Illinois
$2.97M +$2.93M +123,747 New
HSG
58
Helen Stephens Group
Texas
$2.9M +$66.5K +2,804 +2%
LWAC
59
Laurel Wealth Advisors (California)
California
$2.86M +$2.83M +119,219 New
BA
60
Bridgewater Advisors
New York
$2.54M +$2.12M +89,574 +551%
LFA
61
Landmark Financial Advisors
Kentucky
$2.51M +$393K +16,570 +19%
KA
62
Kooman & Associates
Pennsylvania
$2.48M +$2.45M +103,445 New
WAM
63
Weinberger Asset Management
California
$2.13M +$2.1M +88,749 New
BSW
64
Buckingham Strategic Wealth
Missouri
$2.06M +$813K +34,282 +67%
NL
65
NWAM LLC
Washington
$1.99M -$528K -22,272 -21%
LFA
66
Level Financial Advisors
New York
$1.97M +$1.51M +63,885 +348%
SFG
67
Steward Financial Group
Texas
$1.89M +$970K +40,935 +108%
WP
68
WealthSource Partners
California
$1.89M +$413K +17,439 +29%
HCM
69
Hutchinson Capital Management
California
$1.76M +$455K +19,190 +35%
TIM
70
Tortoise Investment Management
New York
$1.73M +$1M +42,380 +142%
NA
71
NewEdge Advisors
Louisiana
$1.63M +$1.26M +53,102 +360%
SAG
72
SageView Advisory Group
California
$1.4M +$1.39M +58,498 New
SFM
73
Signet Financial Management
New Jersey
$1.4M +$1.38M +58,134 New
AWM
74
Align Wealth Management
Oklahoma
$1.24M +$1.37M +57,927 New
Creative Planning
75
Creative Planning
Kansas
$1.17M +$842K +35,520 +268%