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BRIF

FIS Bright Portfolios Focused Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
1
CreativeOne Wealth
Kansas
$94.9M -$1.09M -38,238 -1%
CFD
2
Creative Financial Designs
Indiana
$1M +$347K +12,160 +57%
Creative Planning
3
Creative Planning
Kansas
$557K +$534K +18,705 New
BWM
4
BAM Wealth Management
Colorado
$252K +$242K +8,482 New
Citadel Advisors
5
Citadel Advisors
Florida
$235K -$17.1K -598 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$9.05K +$8.56K +300 +7,500%
GM
7
GeoWealth Management
Illinois
$357
UBS Group
8
UBS Group
Switzerland
-$330 -12 Closed
Bank of America
9
Bank of America
North Carolina
-$192 -7 Closed