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ESUM

Eventide US Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$35.2M +$5.73M +198,874 +21%
SEM
2
Strategic Equity Management
Arizona
$16.6M +$528K +18,317 +3%
OCFG
3
O'Connor Financial Group
Illinois
$15.2M -$3K -104 -0%
MI
4
Moneywise Inc
Virginia
$8.91M +$383K +13,294 +5%
LWAM
5
Legacy Wealth Asset Management
Minnesota
$8M +$317K +10,998 +4%
PFG
6
PAX Financial Group
Texas
$5.01M +$75.8K +2,630 +2%
GWM
7
Geneos Wealth Management
Colorado
$4.92M +$1.22M +42,328 +36%
LPL Financial
8
LPL Financial
California
$4.5M +$172K +5,972 +4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.65M +$176K +6,104 +5%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$3.64M +$1.11M +38,353 +46%
KAS
11
Kestra Advisory Services
Texas
$3.4M +$80.8K +2,803 +3%
CFD
12
Creative Financial Designs
Indiana
$2.99M +$260K +9,037 +10%
OFS
13
OneAscent Financial Services
Alabama
$2.33M +$152K +5,279 +7%
EWA
14
EverSource Wealth Advisors
Alabama
$2.3M -$299K -10,371 -12%
SF
15
SageOak Financial
Oklahoma
$1.84M -$30.7K -1,064 -2%
MFG
16
Merit Financial Group
Georgia
$1.77M +$298K +10,329 +22%
FHC
17
First Heartland Consultants
Missouri
$1.73M +$2.39K +83 +0.1%
CW
18
CreativeOne Wealth
Kansas
$1.54M -$39.4M -1,367,020 -96%
IA
19
IFP Advisors
Florida
$1.46M +$9.14K +317 +0.7%
SB
20
Strategic Blueprint
Georgia
$1.41M -$9.28K -322 -0.7%
VFA
21
Values First Advisors
Tennessee
$1.21M +$267K +9,262 +30%
GS
22
GTS Securities
Florida
$754K +$710K +24,621 New
Betterment LLC
23
Betterment LLC
New York
$563K +$12.1K +419 +2%
HIS
24
Harvest Investment Services
Illinois
$528K -$41.1K -1,427 -8%
MWP
25
Meriwether Wealth & Planning
Louisiana
$447K -$4.73K -164 -1%