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Applied Finance IVS US SMID ETF
IVSS
IVSS
30.47
USD
+0.07
0.23%
At close
Updated
Nov 13, 4:00 PM EST
Pre-market
After hours
1 day
0.23%
5 days
0.33%
1 month
2.28%
3 months
-1.52%
6 months
9.45%
Year to date
20.34%
1 year
20.72%
5 years
20.72%
10 years
20.72%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $5.83M | +$5.98M | +224,789 | New |
|
| 2 |
2
Atwood & Palmer
Kansas City,
Missouri
| $3.2M | +$3.28M | +123,235 | New |
|
| 3 |
3
Advisory Services Network
Atlanta,
Georgia
| $2.51M | +$438K | +16,464 | +21% |
|
| 4 |
4
Farther Finance Advisors
San Francisco,
California
| $933K | +$536K | +20,175 | +129% |
|
| 5 |
5
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $719K | +$737K | +27,722 | New |
|
| 6 |
6
Accurate Wealth Management
Wesley Chapel,
Florida
| $501K | +$496K | +18,666 | New |
|
| 7 |
7
CIBC World Market
Toronto,
Ontario, Canada
| $398K | +$408K | +15,350 | New |
|
| 8 |
8
Jane Street
New York
| $358K | +$367K | +13,800 | New |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $26 | +$27 | +1 | New |
|
| 10 |
10
GTS Securities
Miami,
Florida
| – | -$779K | -30,894 | Closed |
|