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Return Stacked Global Stocks & Bonds ETF
RSSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WI
1
WJ Interests
Texas
USD 52.5 M +USD 2.23 M +74,355 +5%
FS
2
Ferguson Shapiro
Georgia
USD 44.6 M -USD 8.77 M -292,730 -17%
Integrated Wealth Concepts
3
Integrated Wealth Concepts
Massachusetts
USD 31.9 M -USD 647 k -21,612 -2%
WW
4
Wright Wealth
Georgia
USD 18.9 M +USD 637 k +21,276 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
USD 15.4 M +USD 349 k +11,651 +2%
PFA
6
Professional Financial Advisors
Nebraska
USD 13.3 M +USD 171 k +5,711 +1%
AP
7
Aspect Partners
Virginia
USD 8.89 M +USD 276 k +9,229 +3%
World Investment Advisors
8
World Investment Advisors
California
USD 8.36 M – – –
Mather Group
9
Mather Group
Illinois
USD 6.02 M +USD 4.1 M +136,927 +234%
BPW
10
BLVD Private Wealth
Kentucky
USD 5.14 M -USD 181 k -6,036 -3%
FA
11
Fermata Advisors
California
USD 4.94 M +USD 719 k +24,000 +18%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
USD 4.64 M +USD 265 k +8,860 +6%
APFP
13
Action Point Financial Planning
Michigan
USD 3.75 M +USD 3.65 M +121,915 Nuevas
First Business Financial Services
14
First Business Financial Services
Wisconsin
USD 3.63 M +USD 1.2 M +39,900 +51%
Accurate Wealth Management
15
Accurate Wealth Management
Florida
USD 2.72 M -USD 274 k -9,143 -9%
Nicholas Hoffman & Company
16
Nicholas Hoffman & Company
Georgia
USD 2.31 M +USD 258 k +8,628 +13%
OPWM
17
Oregon Pacific Wealth Management
Oregon
USD 1.73 M -USD 20.6 k -687 -1%
RF
18
RHS Financial
California
USD 1.68 M +USD 1.63 M +54,570 Nuevas
Manhattan West Asset Management
19
Manhattan West Asset Management
California
USD 1.39 M +USD 1.35 M +45,085 Nuevas
MML Investors Services
20
MML Investors Services
Massachusetts
USD 1.24 M +USD 124 k +4,139 +11%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
USD 1.22 M – – –
Private Advisory Group
22
Private Advisory Group
Washington
USD 1.07 M – – –
BRPW
23
Ballast Rock Private Wealth
South Carolina
USD 1.07 M +USD 264 k +8,800 +34%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 1.07 M +USD 114 k +3,819 +12%
JP Morgan Chase
25
JP Morgan Chase
New York
USD 932 k +USD 210 k +7,022 +30%
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