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Acquirers Small and Micro Deep Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1
Tiedemann Advisors
New York
$61.3M +$60.2M +2,237,390 +5,457%
TWMH
2
Tiedemann Wealth Management Holdings
New York
$2.47M -$7.99M -297,088 -76%
Jane Street
3
Jane Street
New York
$638K -$361K -13,411 -36%
IA
4
IFP Advisors
Florida
$461K +$87.5K +3,251 +23%
WF
5
Welch & Forbes
Massachusetts
$425K +$425K +15,809 New
PFO
6
Pathstone Family Office
New Jersey
$58K +$58.3K +2,166 New
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39K -$14.7K -547 -27%
UBS Group
8
UBS Group
Switzerland
$28K +$28.3K +1,053 New
WOC
9
West Oak Capital
California
$21.6K
LPL Financial
10
LPL Financial
California
-$335K -12,506 Closed
DAS
11
Dynamic Advisor Solutions
Arizona
-$228K -8,649 Closed