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ActivePassive Intermediate Municipal Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$85.8M +$5.82M +237,096 +7%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$71.6M -$5.45M -222,197 -7%
LPL Financial
3
LPL Financial
California
$9.09M +$7.74M +315,517 +616%
PS
4
Principal Securities
Iowa
$5.7M +$1.74M +70,741 +44%
P
5
&Partners
Tennessee
$2.22M +$370K +15,086 +20%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.11M +$457K +18,629 +28%
BRWA
7
B. Riley Wealth Advisors
Florida
$1.57M -$19K -776 -1%
Principal Financial Group
8
Principal Financial Group
Iowa
$1.01M -$97.7K -3,983 -9%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$991K +$138K +5,620 +16%
AWS
10
Atria Wealth Solutions
New York
$692K -$6.06M -246,942 -90%
PAS
11
Park Avenue Securities
New York
$607K +$285K +11,613 +90%
FSA
12
Financial Sense Advisors
California
$476K +$122K +4,987 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$353K +$12.7K +517 +4%
AF
14
Allworth Financial
California
$324K -$6.43K -262 -2%
RWA
15
Resolute Wealth Advisor
Ohio
$312K +$307K +12,517 New
LSA
16
Lion Street Advisors
Texas
$223K -$14K -571 -6%
SWM
17
Spire Wealth Management
Virginia
$134K -$90.3K -3,681 -40%
Osaic Holdings
18
Osaic Holdings
Arizona
$62.9K -$22K -897 -26%
CIAS
19
Capital Investment Advisory Services
North Carolina
$25.2K
UBS Group
20
UBS Group
Switzerland
$11.7K +$11.5K +470 New
IA
21
IFP Advisors
Florida
$9.05K +$49 +2 +0.6%
Morgan Stanley
22
Morgan Stanley
New York
$25
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$209K -8,452 Closed