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Quadratic Interest Rate Volatility and Inflation Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IW
76
Imprint Wealth
South Carolina
$275K -$18.7K -902 -6%
KFP
77
KMG Fiduciary Partners
Ohio
$267K -$12.4K -600 -4%
KAS
78
Kestra Advisory Services
Texas
$265K +$37.5K +1,814 +16%
BAM
79
Belpointe Asset Management
Nevada
$260K -$13.2K -640 -5%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$248K +$248K +12,006 New
Corient Private Wealth
81
Corient Private Wealth
Florida
$247K -$58.3K -2,817 -19%
CHJWM
82
Carlton Hofferkamp & Jenks Wealth Management
Texas
$245K -$121K -5,855 -33%
OMC
83
Old Mission Capital
Illinois
$245K -$283K -13,673 -54%
WIM
84
WealthPlan Investment Management
Nebraska
$243K -$243K -11,758 -50%
SW
85
SlateStone Wealth
Florida
$234K
WCM
86
WealthBridge Capital Management
Ohio
$226K -$16.7K -807 -7%
VPP
87
Vertex Planning Partners
Illinois
$219K +$219K +10,604 New
SPIA
88
Steward Partners Investment Advisory
New York
$218K
AA
89
Ancora Advisors
Ohio
$207K +$207K +10,000 New
AC
90
ASB Consultores
Florida
$202K +$202K +9,776 New
ICM
91
Islay Capital Management
Texas
$188K -$386K -18,635 -67%
EWM
92
EPG Wealth Management
Georgia
$165K +$2.15K +104 +1%
UBS Group
93
UBS Group
Switzerland
$155K +$18.8K +909 +14%
William Blair & Company
94
William Blair & Company
Illinois
$134K +$98K +4,738 +273%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K -$13.1M -635,144 -99%
FWM
96
Focused Wealth Management
New York
$85.8K -$20.6K -996 -19%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$73.8K -$47K -2,270 -39%
OA
98
Operose Advisors
Wisconsin
$72.4K +$72.4K +3,500 New
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$61K +$61K +2,950 New
BFEC
100
Benjamin F. Edwards & Company
Missouri
$60K +$24.7K +1,195 +70%