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ActivePassive US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$554K +$327K +7,911 +147%
FA
27
Flagstar Advisors
New York
$520K +$107K +2,582 +26%
Morgan Stanley
28
Morgan Stanley
New York
$492K -$12.4K -300 -2%
CC
29
Courier Capital
New York
$444K
FSA
30
Financial Services Advisory
Maryland
$438K +$191K +4,620 +78%
QCM
31
QRG Capital Management
Illinois
$404K +$153K +3,704 +62%
DWM
32
Diversify Wealth Management
Utah
$404K +$393K +9,510 New
IFG
33
Independent Financial Group
California
$325K -$2.11K -51 -0.7%
HF
34
HRT Financial
New York
$273K -$44.9K -1,085 -14%
SEIA
35
Signature Estate & Investment Advisors
California
$255K +$17.8K +430 +8%
SIG
36
Spinnaker Investment Group
California
$248K -$1.82K -44 -0.7%
ACM
37
Absolute Capital Management
Pennsylvania
$219K -$4.72K -114 -2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$214K -$260K -6,290 -55%
MOS
39
MGO One Seven
Ohio
$210K -$18K -435 -8%
Pathstone Holdings
40
Pathstone Holdings
New Jersey
$203K +$201K +4,865 New
GPA
41
Guidance Point Advisors
Massachusetts
$200K -$9.27K -224 -4%
PB
42
Pinnacle Bancorp
Nebraska
$182K
PFO
43
Pioneer Family Office
Florida
$169K +$167K +4,045 New
JP Morgan Chase
44
JP Morgan Chase
New York
$123K -$34.8K -842 -22%
SAM
45
Smartleaf Asset Management
Massachusetts
$89.9K +$88.6K +2,142 New
IRC
46
Investors Research Corp
Georgia
$48K
AssetMark Inc
47
AssetMark Inc
California
$43.3K
WG
48
Wellington Group
Indiana
$29K +$28.8K +697 New
IA
49
IFP Advisors
Florida
$27.8K -$37K -895 -57%
SRCM
50
Signature Resources Capital Management
California
$8.33K +$8.28K +200 New