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ActivePassive Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$298K +$41K +1,395 +16%
FSA
27
Financial Services Advisory
Maryland
$293K +$293K +9,959 New
NewEdge Advisors
28
NewEdge Advisors
Louisiana
$273K – – –
Founders Financial Alliance
29
Founders Financial Alliance
North Carolina
$254K +$254K +8,634 New
Pioneer Family Office
30
Pioneer Family Office
Florida
$116K +$116K +3,940 New
Pinnacle Bancorp
31
Pinnacle Bancorp
Nebraska
$115K +$41.5K +1,413 +57%
Harbor Investment Advisory
32
Harbor Investment Advisory
Maryland
$93.3K +$93.2K +3,171 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$92.1K +$72.2K +2,455 +364%
IFP Advisors
34
IFP Advisors
Florida
$42.8K +$3.06K +104 +8%
Morgan Stanley
35
Morgan Stanley
New York
$36.7K +$17.1K +580 +87%
Golden State Wealth Management
36
Golden State Wealth Management
California
$24.1K +$24.1K +818 New
APFP
37
Action Point Financial Planning
Michigan
$7K +$7K +238 New
Signature Resources Capital Management
38
Signature Resources Capital Management
California
$6.59K – – –
SEP
39
Signature Equity Partners
Ohio
$3.39K +$1.65K +56 +95%
Flow Traders U.S.
40
Flow Traders U.S.
New York
– -$281K -9,526 Closed
AssetMark Inc
41
AssetMark Inc
California
– -$248K -8,432 Closed
Allworth Financial
42
Allworth Financial
California
– -$90.7K -3,081 Closed
MAI Capital Management
43
MAI Capital Management
Ohio
– -$38.2K -1,296 Closed
Wellington Group
44
Wellington Group
Indiana
– -$37.8K -1,282 Closed
UBS Group
45
UBS Group
Switzerland
– -$1.59K -54 Closed