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U.S. High Relative Profitability Portfolio ETF Class Shares

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$60.2K -$12.5K -496 -18%
CCA
177
Column Capital Advisors
Indiana
$26.4K +$5.3K +210 +27%
OLVIG
178
Oliver Lagore Vanvalin Investment Group
Michigan
$25.3K +$1.39K +55 +6%
CIAS
179
Capital Investment Advisory Services
North Carolina
$16.6K +$7.67K +304 +94%
EWA
180
EverSource Wealth Advisors
Alabama
$10.5K +$9.94K +394 New
IA
181
IFP Advisors
Florida
$5.07K +$4.82K +191 New
LG
182
LAM Group
Oregon
$1.06K +$126 +5 +14%
CFO
183
CVA Family Office
Colorado
$664 +$631 +25 New
LF
184
Lee Financial
Texas
$637 +$606 +24 New
Fidelity Investments
185
Fidelity Investments
Massachusetts
$27 +$25 +1 New
LGWM
186
Litman Gregory Wealth Management
California
– -$7.42M -293,632 Closed
Goldman Sachs
187
Goldman Sachs
New York
– -$888K -35,337 Closed
Citadel Advisors
188
Citadel Advisors
Florida
– -$876K -34,844 Closed
FOA
189
Five Oceans Advisors
California
– -$413K -16,445 Closed
1WM
190
1900 Wealth Management
Texas
– -$348K -14,499 Closed
IFA
191
Index Fund Advisors
California
– -$294K -11,694 Closed
CWM
192
CMH Wealth Management
New Hampshire
– -$102K -4,059 Closed
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
– -$15.2K -604 Closed
TRCT
194
Tower Research Capital (TRC)
New York
– -$7K -289 Closed
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
– -$5.78K -230 Closed