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ActivePassive Intermediate Municipal Bond ETF
APMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$79.6M +$6.02M +243,316 +8%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$76.8M -$18.5M -747,205 -19%
AWS
3
Atria Wealth Solutions
New York
$6.79M +$596K +24,082 +10%
PS
4
Principal Securities
Iowa
$3.92M – – –
P
5
&Partners
Tennessee
$1.84M +$976K +39,452 +113%
MML Investors Services
6
MML Investors Services
Massachusetts
$1.64M +$463K +18,717 +39%
BRWA
7
B. Riley Wealth Advisors
Florida
$1.58M +$2.6K +105 +0.2%
LPL Financial
8
LPL Financial
California
$1.26M +$248K +10,017 +24%
Principal Financial Group
9
Principal Financial Group
Iowa
$1.1M +$3.02K +122 +0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$848K +$850K +34,339 New
FSA
11
Financial Sense Advisors
California
$351K +$18.7K +757 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$339K +$15.7K +635 +5%
AF
13
Allworth Financial
California
$326K +$108K +4,346 +48%
PAS
14
Park Avenue Securities
New York
$318K -$133K -5,372 -29%
LSA
15
Lion Street Advisors
Texas
$236K -$43.3K -1,751 -15%
SWM
16
Spire Wealth Management
Virginia
$225K -$7.7K -311 -3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$209K +$209K +8,452 New
Osaic Holdings
18
Osaic Holdings
Arizona
$84.9K -$413K -16,694 -83%
CIAS
19
Capital Investment Advisory Services
North Carolina
$25.1K +$25.1K +1,016 New
IA
20
IFP Advisors
Florida
$8.96K +$49 +2 +0.6%
Morgan Stanley
21
Morgan Stanley
New York
$25 – – –
OMC
22
Old Mission Capital
Illinois
– -$427K -17,322 Closed
FTUS
23
Flow Traders U.S.
New York
– -$294K -11,927 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– -$242K -9,798 Closed
SVCP
25
Silicon Valley Capital Partners
California
– -$60.3K -2,447 Closed