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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
$40.2M +$37.7M +1,387,194 +2,098%
SEM
2
Strategic Equity Management
Arizona
$14.3M +$1.16M +42,752 +9%
OCFG
3
O'Connor Financial Group
Illinois
$13.7M +$255K +9,384 +2%
MI
4
Moneywise Inc
Virginia
$7.25M +$555K +20,425 +8%
LWAM
5
Legacy Wealth Asset Management
Minnesota
$6.3M +$148K +5,445 +2%
PFG
6
PAX Financial Group
Texas
$4.22M -$355K -13,075 -8%
GWM
7
Geneos Wealth Management
Colorado
$3.31M +$634K +23,349 +23%
LPL Financial
8
LPL Financial
California
$3.2M +$1.88M +69,047 +139%
KAS
9
Kestra Advisory Services
Texas
$2.73M +$344K +12,661 +14%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.64M +$781K +28,744 +42%
4WM
11
49 Wealth Management
Texas
$2.31M +$1.25M +46,067 +116%
CFD
12
Creative Financial Designs
Indiana
$1.85M +$688K +25,317 +59%
OFS
13
OneAscent Financial Services
Alabama
$1.72M +$857K +31,557 +97%
SF
14
SageOak Financial
Oklahoma
$1.63M +$14.5K +532 +0.9%
FHC
15
First Heartland Consultants
Missouri
$1.46M +$482K +17,738 +49%
EWA
16
EverSource Wealth Advisors
Alabama
$1.3M +$1.74K +64 +0.1%
IA
17
IFP Advisors
Florida
$1.24M +$3.37K +124 +0.3%
SB
18
Strategic Blueprint
Georgia
$1.21M +$107K +3,941 +10%
MFG
19
Merit Financial Group
Georgia
$1.19M +$142K +5,221 +13%
CW
20
CreativeOne Wealth
Kansas
$997K -$36.9M -1,359,499 -97%
VFA
21
Values First Advisors
Tennessee
$932K +$432K +15,912 +85%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$887K +$713K +26,224 +390%
GS
23
GTS Securities
Florida
$648K +$5.6K +206 +0.9%
HIS
24
Harvest Investment Services
Illinois
$490K +$494K +18,197 New
TA
25
TrueWealth Advisors
Alabama
$464K +$13.6K +500 +3%