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Return Stacked Global Stocks & Bonds ETF
RSSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
USD 90.9 M +USD 1.02 M +42,587 +1%
WJ Interests
2
WJ Interests
Texas
USD 44.8 M +USD 1.43 M +59,462 +4%
Integrated Wealth Concepts
3
Integrated Wealth Concepts
Massachusetts
USD 22.3 M -USD 1.51 M -62,955 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
USD 9.5 M +USD 278 k +11,575 +3%
Oregon Pacific Wealth Management
5
Oregon Pacific Wealth Management
Oregon
USD 7.23 M -USD 287 k -11,939 -4%
Aspect Partners
6
Aspect Partners
Virginia
USD 6.85 M +USD 278 k +11,565 +5%
BLVD Private Wealth
7
BLVD Private Wealth
Kentucky
USD 5.05 M +USD 4.63 M +192,663 Nuevas
World Investment Advisors
8
World Investment Advisors
California
USD 4.44 M +USD 998 k +41,499 +32%
Wealthcare Advisory Partners
9
Wealthcare Advisory Partners
Pennsylvania
USD 3.22 M +USD 417 k +17,343 +16%
Accurate Wealth Management
10
Accurate Wealth Management
Florida
USD 2.96 M +USD 104 k +4,345 +4%
PFA
11
Professional Financial Advisors
Nebraska
USD 2.19 M +USD 73 k +3,034 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
USD 1.62 M -USD 3.62 M -150,473 -71%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
USD 1.09 M -USD 3.19 M -132,565 -76%
Fermata Advisors
14
Fermata Advisors
California
USD 1.04 M +USD 341 k +14,173 +56%
Private Advisory Group
15
Private Advisory Group
Washington
USD 1.01 M +USD 924 k +38,442 Nuevas
Jane Street
16
Jane Street
New York
USD 718 k +USD 240 k +9,973 +57%
Worth Asset Management
17
Worth Asset Management
Texas
USD 446 k +USD 26.4 k +1,099 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 229 k +USD 210 k +8,744 Nuevas
MML Investors Services
19
MML Investors Services
Massachusetts
USD 229 k +USD 210 k +8,744 Nuevas
Barnes Wealth Management Group
20
Barnes Wealth Management Group
California
USD 217 k +USD 199 k +8,278 Nuevas
Aptus Capital Advisors
21
Aptus Capital Advisors
Alabama
USD 103 k +USD 94.7 k +3,937 Nuevas
Wells Fargo
22
Wells Fargo
California
USD 95 k +USD 80.3 k +3,338 +1,163%
Cohalo Advisory
23
Cohalo Advisory
Washington
USD 72.8 k +USD 66.8 k +2,778 Nuevas
True Wealth Design
24
True Wealth Design
Ohio
USD 19.7 k +USD 18.1 k +752 Nuevas
Farther Finance Advisors
25
Farther Finance Advisors
California
USD 15.4 k -USD 31.3 k -1,300 -69%
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