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Clockwise U.S. Core Equity ETF
TIME
TIME
27.75
USD
+0.06
0.22%
At close
Updated
Sep 25, 11:30 AM EDT
Pre-market
After hours
1 day
0.22%
5 days
0.65%
1 month
3.51%
3 months
6.65%
6 months
19.1%
Year to date
11.58%
1 year
13.96%
5 years
9.04%
10 years
9.04%
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 |
MF
1
Manchester Financial
Westlake Village,
California
| $1.91M | +$178K | +6,835 | +11% |
|
| 2 |
SF
2
Summit Financial
Parsippany,
New Jersey
| $1.9M | +$1.85M | +71,142 | New |
|
| 3 |
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $418K | +$369K | +14,207 | +969% |
|
| 4 |
4
Betterment LLC
New York
| $334K | +$60K | +2,310 | +23% |
|
| 5 |
VA
5
VestGen Advisors
Inverness,
Illinois
| $278K | -$79.7K | -3,067 | -23% |
|
| 6 |
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| $52.6K | – | – | – |
|
| 7 |
ACA
7
Aptus Capital Advisors
Fairhope,
Alabama
| $5.73K | – | – | – |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3.81K | -167 | Closed |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| – | -$2.35K | -103 | Closed |
|