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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
| $5.83M | +$5.98M | +224,789 | New |
|
|
AP
2
Atwood & Palmer
Kansas City,
Missouri
| $3.2M | +$3.28M | +123,235 | New |
|
|
ASN
3
Advisory Services Network
Atlanta,
Georgia
| $2.51M | +$438K | +16,464 | +21% |
|
|
FFA
4
Farther Finance Advisors
San Francisco,
California
| $933K | +$536K | +20,175 | +129% |
|
|
NDSI
5
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $719K | +$737K | +27,722 | New |
|
|
AWM
6
Accurate Wealth Management
Wesley Chapel,
Florida
| $501K | +$496K | +18,666 | New |
|
7
CIBC World Market
Toronto,
Ontario, Canada
| $398K | +$408K | +15,350 | New |
|
8
Jane Street
New York
| $358K | +$367K | +13,800 | New |
|
9
UBS Group
Zurich,
Switzerland
| $26 | +$27 | +1 | New |
|
|
GS
10
GTS Securities
Miami,
Florida
| – | -$779K | -30,894 | Closed |
|