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McElhenny Sheffield Managed Risk ETF
MSMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MSCM
1
McElhenny Sheffield Capital Management
Texas
USD 120 M +USD 9.7 M +270,208 +9%
Accurate Wealth Management
2
Accurate Wealth Management
Florida
USD 10.4 M +USD 9.5 M +265,227 +934%
Aptus Capital Advisors
3
Aptus Capital Advisors
Alabama
USD 9.06 M +USD 108 k +2,996 +1%
UAG
4
United Advisor Group
Ohio
USD 8.08 M +USD 404 k +11,261 +5%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
USD 4.23 M +USD 4.32 M +120,194 Nuevas
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
USD 2.53 M +USD 1.92 M +53,332 +287%
HOWA
7
Heritage Oak Wealth Advisors
Florida
USD 2.14 M +USD 20.7 k +577 +1%
Cerity Partners
8
Cerity Partners
New York
USD 1.6 M +USD 5.06 k +141 +0.3%
W
9
WorthPointe
California
USD 1.49 M +USD 3.23 k +90 +0.2%
LaSalle St. Investment Advisors
10
LaSalle St. Investment Advisors
Illinois
USD 557 k -USD 1.9 k -53 -0.3%
SF
11
Symphony Financial
Texas
USD 497 k -USD 9.6 k -266 -2%
Stifel Financial
12
Stifel Financial
Missouri
USD 350 k +USD 358 k +9,962 Nuevas
Brookwood Investment Group
13
Brookwood Investment Group
Arizona
USD 276 k +USD 9.01 k +251 +3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
USD 241 k -USD 4.06 k -113 -2%
Signal Advisors Wealth
15
Signal Advisors Wealth
Michigan
USD 239 k -USD 230 k -6,402 -49%
Kingswood Wealth Advisors
16
Kingswood Wealth Advisors
California
USD 236 k – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
USD 223 k -USD 38.9 k -1,083 -15%
SG
18
Sankala Group
Colorado
USD 142 k -USD 15 k -418 -9%
Compass Financial Management
19
Compass Financial Management
Florida
USD 28 k +USD 28.6 k +796 Nuevas
Morgan Stanley
20
Morgan Stanley
New York
USD 9.5 k – – –
O'Shaughnessy Asset Management
21
O'Shaughnessy Asset Management
Connecticut
USD 35 +USD 36 +1 Nuevas
Guardian Wealth Advisors (North Carolina)
22
Guardian Wealth Advisors (North Carolina)
North Carolina
– -USD 22.4 k -649 Cerradas
UBS Group
23
UBS Group
Switzerland
– -USD 14 k -405 Cerradas