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
AC
151
AWM Capital
Arizona
$353K +$1.19K +47 +0.4%
WP
152
Wealthspan Partners
Iowa
$320K +$304K +12,062 New
RIM
153
Rockbridge Investment Management
New York
$288K – – –
CW
154
CreativeOne Wealth
Kansas
$279K +$11.4K +450 +4%
EAM
155
Evanson Asset Management
California
$269K +$580 +23 +0.2%
HIG
156
Heritage Investment Group
Florida
$254K +$242K +9,576 New
CA
157
CGN Advisors
Kansas
$248K +$21.4K +847 +10%
William Blair & Company
158
William Blair & Company
Illinois
$230K +$219K +8,661 New
WAP
159
Wealthcare Advisory Partners
Pennsylvania
$230K +$218K +8,658 New
PFG
160
Prosperity Financial Group
California
$230K +$218K +8,657 New
UBS Group
161
UBS Group
Switzerland
$228K -$8.25K -327 -4%
Bank of America
162
Bank of America
North Carolina
$220K +$50.8K +2,014 +32%
LA
163
Lifeworks Advisors
Michigan
$214K – – –
MAA
164
Mraz Amerine & Associates
California
$213K +$202K +8,009 New
TRIA
165
Trail Ridge Investment Advisors
Colorado
$210K +$200K +7,922 New
SPI
166
Sutton Place Investors
New York
$206K +$196K +7,755 New
Wells Fargo
167
Wells Fargo
California
$197K – – –
AWM
168
Aspire Wealth Management
Massachusetts
$178K +$16.9K +668 +11%
DI
169
Disciplined Investments
Oklahoma
$176K -$167K -6,599 -50%
VCM
170
Versant Capital Management
Arizona
$175K +$166K +6,590 New
NSG
171
Nalls Sherbakoff Group
Tennessee
$170K – – –
SWM
172
Spire Wealth Management
Virginia
$151K +$1.97K +78 +1%
WP
173
WealthShield Partners
North Carolina
$137K +$20.1K +797 +18%
HI
174
Harbour Investments
Wisconsin
$97.6K +$41.4K +1,641 +81%
APC
175
Aspire Private Capital
North Carolina
$66.1K +$62.8K +2,489 New