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Strategy Shares Nasdaq 7HANDL Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Executive Wealth Management
Michigan
$354K +$1.19K +54 +0.3%
Brookstone Capital Management
52
Brookstone Capital Management
Illinois
$338K +$139K +6,274 +64%
Wealthspire Advisors (New York)
53
Wealthspire Advisors (New York)
New York
$326K +$130K +5,885 +59%
IGWM
54
ICA Group Wealth Management
Colorado
$325K – – –
Independent Financial Group
55
Independent Financial Group
California
$316K -$456K -20,666 -57%
CoreCap Advisors
56
CoreCap Advisors
Michigan
$314K +$2.38K +108 +0.7%
GWSG
57
GPS Wealth Strategies Group
Colorado
$306K – – –
SEA
58
Stegent Equity Advisors
Texas
$305K – – –
RS
59
Retirement Solution
Washington
$301K -$226K -10,242 -41%
MA
60
Mutual Advisors
Nebraska
$301K – – –
IFWM
61
Institute for Wealth Management
Colorado
$300K -$33.1K -1,501 -9%
Laird Norton Wetherby Trust Company
62
Laird Norton Wetherby Trust Company
Washington
$300K – – –
BWM
63
BerganKDV Wealth Management
Minnesota
$290K +$311K +14,070 New
IWS
64
Insight Wealth Strategies
California
$289K -$13K -589 -4%
Benjamin F. Edwards & Company
65
Benjamin F. Edwards & Company
Missouri
$282K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$271K -$9.14K -414 -3%
NewEdge Advisors
67
NewEdge Advisors
Louisiana
$250K +$45K +2,036 +20%
ORC
68
O'Rourke & Company
Massachusetts
$246K -$30K -1,359 -10%
MCC
69
Money Concepts Capital
Florida
$232K -$132K -5,994 -35%
Truist Financial
70
Truist Financial
North Carolina
$226K -$54.4K -2,465 -18%
Advisory Services Network
71
Advisory Services Network
Georgia
$226K +$49.1K +2,223 +25%
HB Wealth Management
72
HB Wealth Management
Georgia
$222K +$22.1K +1,000 +10%
Spire Wealth Management
73
Spire Wealth Management
Virginia
$216K -$333K -15,060 -59%
RF
74
Resolute Financial
Massachusetts
$210K -$108K -4,912 -32%
NFG
75
Nations Financial Group
Iowa
$210K +$225K +10,200 New