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Counterpoint Quantitative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMF
1
Counterpoint Mutual Funds
California
$37.2M +$12.5M +360,270 +50%
IFG
2
Independent Financial Group
California
$1.94M +$271K +7,791 +16%
SPIA
3
Steward Partners Investment Advisory
New York
$1.15M +$54.5K +1,566 +5%
JIP
4
Jaffetilchin Investment Partners
Florida
$643K +$651K +18,729 New
AAS
5
Avantax Advisory Services
Texas
$404K +$110K +3,157 +37%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.47K +$3.51K +101 New
GS
7
GTS Securities
Florida
-$365K -10,891 Closed
Osaic Holdings
8
Osaic Holdings
Arizona
-$1.68K -50 Closed