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icono de MGMT

Ballast Small/Mid Cap ETF
MGMT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Verdence Capital Advisors
26
Verdence Capital Advisors
Maryland
USD 686 k +USD 40.1 k +832 +7%
Krilogy Financial
27
Krilogy Financial
Missouri
USD 628 k -USD 91.8 k -1,903 -13%
Citadel Advisors
28
Citadel Advisors
Florida
USD 613 k +USD 580 k +12,026 Nuevas
Stifel Financial
29
Stifel Financial
Missouri
USD 539 k -USD 27 k -560 -5%
HRT Financial
30
HRT Financial
New York
USD 512 k +USD 485 k +10,060 Nuevas
Tactive Advisors
31
Tactive Advisors
Florida
USD 495 k -USD 3.47 M -72,022 -88%
SWM
32
SpringVest Wealth Management
Texas
USD 463 k +USD 85.9 k +1,780 +24%
Capital Advisors Ltd
33
Capital Advisors Ltd
Ohio
USD 402 k – – –
Sapient Capital
34
Sapient Capital
Indiana
USD 400 k +USD 83 k +1,721 +28%
Summit Asset Management
35
Summit Asset Management
Tennessee
USD 390 k – – –
Sanctuary Advisors
36
Sanctuary Advisors
Indiana
USD 377 k – – –
JP Morgan Chase
37
JP Morgan Chase
New York
USD 329 k +USD 308 k +6,394 +6,459%
Quantify Chaos Advisors
38
Quantify Chaos Advisors
New York
USD 270 k – – –
Frontier Asset Management
39
Frontier Asset Management
Wyoming
USD 265 k -USD 167 k -3,459 -40%
AB
40
Atlas Brown
Kentucky
USD 255 k – – –
LPL Financial
41
LPL Financial
California
USD 234 k -USD 12 k -249 -5%
Vann Equity Management
42
Vann Equity Management
Texas
USD 224 k -USD 158 k -3,274 -43%
VeraBank
43
VeraBank
Texas
USD 216 k -USD 161 k -3,335 -44%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
USD 186 k – – –
APW
45
Allied Private Wealth
Florida
USD 184 k +USD 179 k +3,715 Nuevas
Global Retirement Partners
46
Global Retirement Partners
California
USD 179 k +USD 170 k +3,517 Nuevas
Harbor Investment Advisory
47
Harbor Investment Advisory
Maryland
USD 33.4 k – – –
Morgan Stanley
48
Morgan Stanley
New York
USD 30.4 k -USD 38.1 k -790 -57%
Osaic Holdings
49
Osaic Holdings
Arizona
USD 15.3 k – – –
Jones Financial Companies
50
Jones Financial Companies
Missouri
USD 14.5 k +USD 13.8 k +286 Nuevas
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