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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
| $1.55M | +$78.9K | +3,189 | +5% |
|
| 2 |
VA
2
VestGen Advisors
Inverness,
Illinois
| $385K | +$385K | +15,548 | New |
|
| 3 |
3
Betterment LLC
New York
| $202K | -$17.1K | -693 | -8% |
|
| 4 |
SWP
4
Strategic Wealth Partners
Independence,
Ohio
| $48.9K | +$48.8K | +1,973 | New |
|
| 5 |
5
Bank of America
Charlotte,
North Carolina
| $13.2K | +$13.2K | +532 | New |
|
| 6 |
ACA
6
Aptus Capital Advisors
Fairhope,
Alabama
| $5.32K | +$5.32K | +215 | New |
|
| 7 |
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4.13K | – | – | – |
|
| 8 |
MOS
8
MGO One Seven
Beachwood,
Ohio
| – | -$697K | -28,397 | Closed |
|
| 9 |
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$282K | -11,493 | Closed |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| – | -$7.55K | -308 | Closed |
|