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VistaShares Target 15 Berkshire Select Income ETF
OMAH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Merit Financial Group
1
Merit Financial Group
Georgia
USD 19.5 M +USD 514 k +27,641 +3%
SHFP
2
Second Half Financial Partners
Florida
USD 16 M – – –
LPL Financial
3
LPL Financial
California
USD 11.3 M +USD 10.5 M +564,493 +1,204%
Foguth Wealth Management
4
Foguth Wealth Management
Michigan
USD 6.85 M +USD 6.7 M +360,403 Nuevas
Stifel Financial
5
Stifel Financial
Missouri
USD 6.26 M +USD 2.02 M +108,522 +47%
Beaumont Financial Advisors
6
Beaumont Financial Advisors
Massachusetts
USD 4.75 M +USD 40 k +2,150 +0.8%
NWA
7
Navis Wealth Advisors
New York
USD 3.1 M +USD 3.12 M +167,995 Nuevas
TAFW
8
Tred Avon Family Wealth
Maryland
USD 2.93 M +USD 2.21 M +119,000 +298%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
USD 2.8 M +USD 311 k +16,726 +12%
SG
10
Sherry Group
Arkansas
USD 2.25 M +USD 281 k +15,099 +14%
Larson Financial Group
11
Larson Financial Group
Missouri
USD 2.15 M +USD 2.17 M +116,693 Nuevas
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 2.04 M +USD 936 k +50,389 +84%
Brookwood Investment Group
13
Brookwood Investment Group
Arizona
USD 1.77 M +USD 26.3 k +1,414 +1%
Kestra Advisory Services
14
Kestra Advisory Services
Texas
USD 1.77 M +USD 393 k +21,167 +28%
Kestra Private Wealth Services
15
Kestra Private Wealth Services
Texas
USD 1.65 M +USD 1.04 M +56,076 +169%
Visionary Wealth Advisors
16
Visionary Wealth Advisors
Illinois
USD 1.63 M +USD 976 k +52,499 +145%
Formidable Asset Management
17
Formidable Asset Management
Ohio
USD 1.55 M +USD 84 k +4,521 +6%
MA
18
Mutual Advisors
Nebraska
USD 1.36 M +USD 1.13 M +60,996 +477%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 1.3 M +USD 1.31 M +70,514 Nuevas
CFA
20
Camarda Financial Advisors
Florida
USD 1.27 M +USD 89.6 k +4,822 +8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
USD 1.22 M +USD 1.23 M +66,304 Nuevas
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
USD 1.16 M +USD 824 k +44,320 +239%
D.A. Davidson & Co
23
D.A. Davidson & Co
Montana
USD 1.16 M +USD 122 k +6,586 +12%
CIBC Bancorp USA
24
CIBC Bancorp USA
Illinois
USD 1.04 M +USD 1.05 M +56,400 Nuevas
Bearing Point Capital
25
Bearing Point Capital
Minnesota
USD 1.02 M +USD 1.03 M +55,200 Nuevas
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