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Regan Floating Rate MBS ETF
MBSF

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CP
1
Castleview Partners
Texas
USD 25.4 M +USD 43.2 k +1,683 +0.2%
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
USD 15.4 M +USD 10.3 M +400,000 +200%
Creative Financial Designs
3
Creative Financial Designs
Indiana
USD 11.6 M +USD 2.64 M +102,914 +29%
United Asset Strategies
4
United Asset Strategies
New York
USD 10.9 M +USD 6.3 M +245,403 +137%
AI
5
Auour Investments
Massachusetts
USD 8.74 M +USD 870 k +33,902 +11%
Biltmore Family Office
6
Biltmore Family Office
North Carolina
USD 6.47 M -USD 316 k -12,299 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
USD 6.19 M -USD 203 k -7,918 -3%
CA
8
CWC Advisors
Oregon
USD 5.43 M +USD 175 k +6,823 +3%
SCM
9
Sterneck Capital Management
Missouri
USD 5.28 M +USD 93.6 k +3,647 +2%
Apollon Wealth Management
10
Apollon Wealth Management
South Carolina
USD 4.53 M +USD 231 k +9,014 +5%
VisionPoint Advisory Group
11
VisionPoint Advisory Group
Texas
USD 4.37 M -USD 3.51 M -136,647 -45%
Exchange Traded Concepts
12
Exchange Traded Concepts
Oklahoma
USD 4 M -USD 329 k -12,805 -8%
AWA
13
Acorn Wealth Advisors
Michigan
USD 3.22 M +USD 346 k +13,492 +12%
CFA
14
Camarda Financial Advisors
Florida
USD 3.16 M +USD 93.8 k +3,654 +3%
Armis Advisers
15
Armis Advisers
Georgia
USD 3.05 M +USD 62.3 k +2,426 +2%
NewEdge Advisors
16
NewEdge Advisors
Louisiana
USD 2.62 M +USD 231 k +9,007 +10%
LPL Financial
17
LPL Financial
California
USD 2.53 M +USD 97.9 k +3,813 +4%
WealthPlan Investment Management
18
WealthPlan Investment Management
Nebraska
USD 2.53 M -USD 651 k -25,376 -20%
BWM
19
BlackDiamond Wealth Management
New York
USD 2.51 M +USD 460 k +17,930 +22%
Brinker Capital Investments
20
Brinker Capital Investments
Pennsylvania
USD 2.12 M +USD 97 k +3,781 +5%
WA
21
WESPAC Advisors
California
USD 1.95 M +USD 47 k +1,833 +2%
TCOT
22
Trust Company of Toledo
Ohio
USD 1.85 M +USD 665 k +25,913 +56%
Stifel Financial
23
Stifel Financial
Missouri
USD 1.54 M +USD 66.2 k +2,578 +4%
WP
24
WealthPLAN Partners
Nebraska
USD 1.38 M -USD 804 k -31,315 -37%
MAI Capital Management
25
MAI Capital Management
Ohio
USD 1.28 M +USD 825 k +32,151 +182%
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