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U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$30M +$387K +11,274 +1%
FC
52
Financial Consulate
Maryland
$29.6M -$4M -116,377 -12%
BPA
53
Beacon Pointe Advisors
California
$29M +$2.84M +82,753 +10%
CJH
54
Christopher J. Hasenberg
Wisconsin
$28.8M +$5.8M +168,947 +24%
LEFP
55
Leading Edge Financial Planning
Tennessee
$28.1M +$1.65M +47,927 +6%
GFA
56
Grunden Financial Advisory
Texas
$27.3M -$956K -27,837 -3%
AF
57
Allworth Financial
California
$27.2M +$2.94M +85,489 +11%
TFO
58
Timonier Family Office
North Carolina
$26.7M +$5.32M +154,838 +24%
WFA
59
Woodward Financial Advisors
North Carolina
$26.3M +$839K +24,423 +3%
RIM
60
RW Investment Management
Idaho
$25.9M +$6.34M +184,443 +31%
LWM
61
Liberty Wealth Management
California
$25.9M -$85.5K -2,487 -0.3%
TWD
62
True Wealth Design
Ohio
$25.3M -$256K -7,449 -1%
MWP
63
Meredith Wealth Planning
Illinois
$25.2M +$1.16M +33,887 +5%
SWA
64
Sax Wealth Advisors
New Jersey
$23.6M -$861K -25,045 -3%
UWM
65
United Wealth Management
Virginia
$23.5M +$1.97M +57,418 +9%
BA
66
Bridgewater Advisors
New York
$23.3M +$4.77M +138,829 +24%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$22.8M +$3.39M +98,559 +17%
EWA
68
Exencial Wealth Advisors
Oklahoma
$22.2M +$1.92M +55,936 +9%
AWM
69
AE Wealth Management
Kansas
$21.9M +$1.91M +55,548 +9%
VBA
70
von Borstel & Associates
Oregon
$21M +$4.99M +145,102 +30%
PWM
71
PBMares Wealth Management
Virginia
$18.6M +$1.59M +46,325 +9%
MGW
72
MB Generational Wealth
Washington
$18.2M +$493K +14,341 +3%
OA
73
Oceanside Advisors
South Carolina
$17.7M +$352K +10,232 +2%
OCG
74
Opus Capital Group
Ohio
$17.6M -$80K -2,328 -0.4%
IA
75
Integrity Alliance
Iowa
$17.5M +$18.2M +529,492 New