¡Ya estamos en ! Descubre más
icono de ESUM

Eventide US Market ETF
ESUM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
USD 35.2 M +USD 5.73 M +198,874 +21%
SEM
2
Strategic Equity Management
Arizona
USD 16.6 M +USD 528 k +18,317 +3%
OCFG
3
O'Connor Financial Group
Illinois
USD 15.2 M -USD 3 k -104 -0%
MI
4
Moneywise Inc
Virginia
USD 8.91 M +USD 383 k +13,294 +5%
LWAM
5
Legacy Wealth Asset Management
Minnesota
USD 8 M +USD 317 k +10,998 +4%
PAX Financial Group
6
PAX Financial Group
Texas
USD 5.01 M +USD 75.8 k +2,630 +2%
Geneos Wealth Management
7
Geneos Wealth Management
Colorado
USD 4.92 M +USD 1.22 M +42,328 +36%
LPL Financial
8
LPL Financial
California
USD 4.5 M +USD 172 k +5,972 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
USD 3.64 M +USD 176 k +6,104 +5%
Jones Financial Companies
10
Jones Financial Companies
Missouri
USD 3.64 M +USD 1.11 M +38,353 +46%
Kestra Advisory Services
11
Kestra Advisory Services
Texas
USD 3.4 M +USD 80.8 k +2,803 +3%
Creative Financial Designs
12
Creative Financial Designs
Indiana
USD 2.99 M +USD 260 k +9,037 +10%
OneAscent Financial Services
13
OneAscent Financial Services
Alabama
USD 2.33 M +USD 152 k +5,279 +7%
EverSource Wealth Advisors
14
EverSource Wealth Advisors
Alabama
USD 2.3 M -USD 299 k -10,371 -12%
SF
15
SageOak Financial
Oklahoma
USD 1.84 M -USD 30.7 k -1,064 -2%
Merit Financial Group
16
Merit Financial Group
Georgia
USD 1.77 M +USD 298 k +10,329 +22%
First Heartland Consultants
17
First Heartland Consultants
Missouri
USD 1.73 M +USD 2.39 k +83 +0.1%
CreativeOne Wealth
18
CreativeOne Wealth
Kansas
USD 1.54 M -USD 39.4 M -1,367,020 -96%
IFP Advisors
19
IFP Advisors
Florida
USD 1.46 M +USD 9.14 k +317 +0.7%
Strategic Blueprint
20
Strategic Blueprint
Georgia
USD 1.41 M -USD 9.28 k -322 -0.7%
VFA
21
Values First Advisors
Tennessee
USD 1.21 M +USD 267 k +9,262 +30%
GTS Securities
22
GTS Securities
Florida
USD 754 k +USD 710 k +24,621 Nuevas
Betterment LLC
23
Betterment LLC
New York
USD 563 k +USD 12.1 k +419 +2%
Harvest Investment Services
24
Harvest Investment Services
Illinois
USD 528 k -USD 41.1 k -1,427 -8%
MWP
25
Meriwether Wealth & Planning
Louisiana
USD 447 k -USD 4.73 k -164 -1%
1
2