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icono de OASC

OneAscent Enhanced Small and Mid Cap ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
OneAscent Financial Services
1
OneAscent Financial Services
Alabama
USD 61.3 M +USD 3.41 M +102,177 +6%
OWM
2
OneAscent Wealth Management
Alabama
USD 18.7 M -USD 2.06 M -61,744 -11%
Atria Investments
3
Atria Investments
North Carolina
USD 4.35 M +USD 433 k +12,981 +12%
OFO
4
OneAscent Family Office
Alabama
USD 1.42 M -USD 417 k -12,502 -24%
First Heartland Consultants
5
First Heartland Consultants
Missouri
USD 1 M -USD 81.9 k -2,454 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 661 k +USD 227 k +6,805 +59%
OIS
7
OneAscent Investment Solutions
Alabama
USD 567 k -USD 11.4 k -342 -2%
PAW
8
Plan A Wealth
Nebraska
USD 519 k +USD 59.4 k +1,779 +14%
Strategic Blueprint
9
Strategic Blueprint
Georgia
USD 458 k -USD 12 k -360 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
USD 376 k -USD 224 k -6,700 -39%
IFP Advisors
11
IFP Advisors
Florida
USD 221 k +USD 2.37 k +71 +1%
Aptus Capital Advisors
12
Aptus Capital Advisors
Alabama
USD 66.2 k – – –
VFA
13
Values First Advisors
Tennessee
USD 17.2 k -USD 11.7 k -350 -42%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 11.4 k – – –
Blue Trust Inc
15
Blue Trust Inc
Georgia
– -USD 5.39 k -181 Cerradas