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Rareview Dynamic Fixed Income ETF
RDFI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Belpointe Asset Management
1
Belpointe Asset Management
Nevada
USD 17.4 M +USD 174 k +7,391 +1%
IWN
2
Independent Wealth Network
Iowa
USD 6.67 M +USD 347 k +14,779 +6%
APA
3
Astoria Portfolio Advisors
New York
USD 6.6 M +USD 1.7 M +72,456 +35%
MML Investors Services
4
MML Investors Services
Massachusetts
USD 2.72 M +USD 846 k +36,031 +46%
PWM
5
Puff Wealth Management
New Jersey
USD 2.52 M +USD 2.48 M +105,775 Nuevas
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
USD 1.95 M +USD 236 k +10,041 +14%
Wells Fargo
7
Wells Fargo
California
USD 904 k +USD 891 k +37,937 Nuevas
LA
8
Latitude Advisors
Florida
USD 864 k +USD 368 k +15,694 +76%
OPWM
9
Oregon Pacific Wealth Management
Oregon
USD 796 k +USD 58.8 k +2,506 +8%
PFG Advisors
10
PFG Advisors
Arizona
USD 691 k +USD 681 k +29,012 Nuevas
Integrated Wealth Concepts
11
Integrated Wealth Concepts
Massachusetts
USD 665 k +USD 13.6 k +579 +2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 615 k +USD 611 k +26,030 Nuevas
Sound Income Strategies
13
Sound Income Strategies
Florida
USD 352 k +USD 347 k +14,772 Nuevas
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 293 k +USD 288 k +12,286 Nuevas
NWMP
15
Noble Wealth Management PBC
Colorado
USD 220 k -USD 634 -27 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 155 k -USD 442 k -18,810 -74%
BlackRock
17
BlackRock
New York
USD 47.6 k – – –
AE Wealth Management
18
AE Wealth Management
Kansas
USD 119 – – –
Morgan Stanley
19
Morgan Stanley
New York
USD 60 +USD 47 +2 Nuevas
Private Advisor Group
20
Private Advisor Group
New Jersey
– -USD 1.37 M -59,532 Cerradas