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Sound Equity Dividend Income ETF
DIVY
DIVY
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
1
Sound Income Strategies
Ft Lauderdale,
Florida
| $24M | +$306K | +11,679 | +1% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $731K | +$78.9K | +3,016 | +13% |
|
|
FP
3
Fiduciary Planning
Englewood,
Florida
| $602K | -$136K | -5,191 | -19% |
|
|
BCI
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $535K | +$518K | +19,801 | New |
|
|
OPS
5
Orion Portfolio Solutions
Omaha,
Nebraska
| $535K | +$518K | +19,801 | New |
|
|
FFA
6
Farther Finance Advisors
San Francisco,
California
| $176K | +$170K | +6,506 | New |
|
|
BWL
7
Bogart Wealth LLC
Mclean,
Virginia
| $7.08K | – | – | – |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $4.32K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $1.27K | -$8.45K | -323 | -87% |
|
10
Morgan Stanley
New York
| $39 | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$300K | -11,922 | Closed |
|
|
IAIM
12
International Assets Investment Management
Orlando,
Florida
| – | -$263K | -10,472 | Closed |
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|