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icono de OAIM

OneAscent International Equity ETF
OAIM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OneAscent Financial Services
1
OneAscent Financial Services
Alabama
USD 127 M +USD 5.18 M +111,540 +4%
OWM
2
OneAscent Wealth Management
Alabama
USD 49.1 M +USD 3.35 M +72,224 +8%
LPL Financial
3
LPL Financial
California
USD 32.9 M +USD 2.55 M +54,914 +9%
PAW
4
Plan A Wealth
Nebraska
USD 31.3 M +USD 979 k +21,075 +3%
Atria Investments
5
Atria Investments
North Carolina
USD 14.4 M -USD 13.7 M -295,472 -50%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
USD 12.9 M +USD 2.34 M +50,473 +23%
OFO
7
OneAscent Family Office
Alabama
USD 12.1 M +USD 66.8 k +1,439 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
USD 7.11 M +USD 1.36 M +29,254 +24%
Valmark Advisers
9
Valmark Advisers
Ohio
USD 5.21 M +USD 455 k +9,795 +10%
Inspire Advisors
10
Inspire Advisors
Idaho
USD 3.75 M -USD 44.3 k -953 -1%
World Investment Advisors
11
World Investment Advisors
California
USD 3.61 M – – –
IRP
12
Investment Research Partners
Pennsylvania
USD 3.49 M -USD 34.6 k -744 -1%
RFG Advisory
13
RFG Advisory
Alabama
USD 2.98 M +USD 79.6 k +1,714 +3%
OIS
14
OneAscent Investment Solutions
Alabama
USD 2.96 M -USD 440 k -9,481 -13%
PP
15
Patron Partners
Texas
USD 2.73 M +USD 222 k +4,772 +9%
TA
16
TrueWealth Advisors
Alabama
USD 2.34 M +USD 598 k +12,869 +36%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
USD 2.25 M +USD 232 k +5,005 +12%
EverSource Wealth Advisors
18
EverSource Wealth Advisors
Alabama
USD 2.04 M +USD 567 k +12,201 +40%
CFM
19
Cornerstone Financial Management
Massachusetts
USD 1.97 M +USD 349 k +7,509 +22%
FAM
20
Frontier Asset Management
Wyoming
USD 1.95 M -USD 46.9 k -1,009 -2%
First Heartland Consultants
21
First Heartland Consultants
Missouri
USD 1.92 M -USD 30.6 k -658 -2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
USD 1.58 M +USD 1.29 M +27,781 +520%
Merit Financial Group
23
Merit Financial Group
Georgia
USD 1.5 M +USD 241 k +5,199 +20%
Global Strategic Investment Solutions
24
Global Strategic Investment Solutions
Arizona
USD 1.21 M +USD 511 k +11,001 +77%
Kestra Advisory Services
25
Kestra Advisory Services
Texas
USD 1.1 M -USD 25.1 k -540 -2%
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