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MarketDesk Focused U.S. Momentum ETF
FMTM

Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M +$11.8M +294,933 New
San Luis Wealth Advisors
2
San Luis Wealth Advisors
California
$12.5M +$756K +18,947 +7%
AFO
3
Arrowroot Family Office
California
$6.67M +$253K +6,338 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.39M +$4.77M +119,548 +3,010%
Dakota Wealth Management
5
Dakota Wealth Management
Florida
$4.55M +$264K +6,619 +7%
MA
6
Mutual Advisors
Nebraska
$4.53M +$140K +3,507 +3%
SW
7
SMART Wealth
Nebraska
$3.42M +$3.13M +78,391 New
SWM
8
Steelhead Wealth Management
Virginia
$2.68M +$1.19M +29,825 +94%
Avestar Capital
9
Avestar Capital
New York
$1.89M -$48.3K -1,211 -3%
Farther Finance Advisors
10
Farther Finance Advisors
California
$1.07M +$880K +22,061 +882%
MCC
11
Money Concepts Capital
Florida
$919K +$58.1K +1,455 +7%
ACM
12
Andina Capital Management
Utah
$882K -$826K -20,703 -51%
Brown Advisory
13
Brown Advisory
Maryland
$575K +$526K +13,186 New
WMA
14
West Michigan Advisors
Michigan
$552K +$505K +12,652 New
GWM
15
Goldenstone Wealth Management
California
$515K +$23.1K +579 +5%
Belpointe Asset Management
16
Belpointe Asset Management
Nevada
$478K +$437K +10,956 New
KTM
17
Keeler Thomas Management
Utah
$418K +$383K +9,588 New
APFP
18
Action Point Financial Planning
Michigan
$360K +$330K +8,260 New
SPW
19
Signet Private Wealth
Illinois
$276K +$252K +6,327 New
FF
20
Foundry Financial
California
$261K +$238K +5,974 New
Arax Advisory Partners
21
Arax Advisory Partners
Colorado
$223K +$204K +5,118 New
WAM
22
Worth Asset Management
Texas
$210K +$192K +4,805 New
Arkadios Wealth Advisors
23
Arkadios Wealth Advisors
Georgia
$203K +$186K +4,655 New
Osaic Holdings
24
Osaic Holdings
Arizona
$68.6K +$62.8K +1,573 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11.2K +$10.2K +256 New
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