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Oakmark U.S. Large Cap ETF
OAKM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Choate Investment Advisors
1
Choate Investment Advisors
Massachusetts
USD 164 M -USD 7.71 M -274,705 -5%
Cerity Partners
2
Cerity Partners
New York
USD 94.6 M +USD 6.77 M +241,232 +8%
LPL Financial
3
LPL Financial
California
USD 60 M +USD 436 k +15,524 +0.7%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 30.3 M +USD 9.6 k +342 +0%
Bank of America
5
Bank of America
North Carolina
USD 29.9 M -USD 3.36 M -119,718 -10%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
USD 27.3 M +USD 1.82 M +64,894 +7%
Raymond James Financial
7
Raymond James Financial
Florida
USD 26.3 M +USD 5.85 M +208,552 +29%
AF
8
Abound Financial
California
USD 26.1 M -USD 146 k -5,190 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 22.4 M +USD 2.67 M +95,066 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 18.5 M -USD 430 k -15,331 -2%
AIFS
11
A&I Financial Services
Colorado
USD 16.9 M +USD 104 k +3,689 +0.6%
KWB Wealth
12
KWB Wealth
California
USD 13.7 M +USD 3.67 M +130,893 +37%
Steward Partners Investment Advisory
13
Steward Partners Investment Advisory
New York
USD 11.4 M +USD 29.6 k +1,056 +0.3%
BWA
14
Beam Wealth Advisors
Louisiana
USD 10.8 M -USD 624 k -22,244 -6%
ACM
15
Appalachian Capital Management
Ohio
USD 8.59 M +USD 274 k +9,754 +3%
NF
16
NavPoint Financial
Minnesota
USD 8.15 M +USD 1.03 M +36,782 +15%
Stratos Wealth Partners
17
Stratos Wealth Partners
Ohio
USD 7.33 M +USD 7.3 M +260,119 Nuevas
&Partners
18
&Partners
Tennessee
USD 6.42 M +USD 965 k +34,382 +18%
CastleKeep Investment Advisors
19
CastleKeep Investment Advisors
Connecticut
USD 6.35 M +USD 1.14 M +40,481 +22%
BRWM
20
Blue Rock Wealth Management
North Carolina
USD 6.29 M +USD 580 k +20,679 +10%
APW
21
Alliance Private Wealth
Massachusetts
USD 5.84 M -USD 353 k -12,588 -6%
BPFA
22
Barnes Pettey Financial Advisors
Mississippi
USD 5.51 M +USD 3.51 M +125,013 +177%
Cheviot Value Management
23
Cheviot Value Management
California
USD 5.44 M +USD 614 k +21,865 +13%
JPC
24
Jabodon PT Co
Nevada
USD 5.43 M +USD 2.84 M +101,046 +110%
Stifel Financial
25
Stifel Financial
Missouri
USD 4.89 M +USD 292 k +10,393 +6%
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