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IVSS
Applied Finance IVS US SMID ETF
IVSS
IVSS
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.48M | -$1.17M | -41,671 | -19% |
|
|
AP
2
Atwood & Palmer
Kansas City,
Missouri
| $3.68M | -$6.35K | -226 | -0.2% |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $3.03M | +$135K | +4,787 | +5% |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $1.1M | +$30.2K | +1,075 | +3% |
|
|
NDSI
5
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $853K | +$22K | +782 | +3% |
|
|
AWM
6
Accurate Wealth Management
Wesley Chapel,
Florida
| $782K | +$205K | +7,310 | +39% |
|
7
CIBC World Market
Toronto,
Ontario, Canada
| $654K | +$183K | +6,500 | +42% |
|
8
Citadel Advisors
Miami,
Florida
| $544K | +$511K | +18,195 | New |
|
|
TA
9
Tectonic Advisors
Frisco,
Texas
| $232K | +$218K | +7,760 | New |
|
|
GS
10
GTS Securities
Miami,
Florida
| $228K | +$214K | +7,629 | New |
|
11
Jane Street
New York
| – | -$358K | -13,800 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$26 | -1 | Closed |
|