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Quadratic Interest Rate Volatility and Inflation Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Sugarloaf Wealth Management
Georgia
$447K -$155K -5,544 -26%
DSN
177
D. Scott Neal
Kentucky
$440K -$10.4K -374 -2%
PAS
178
Park Avenue Securities
New York
$421K +$422K +15,119 New
FHA
179
Flagship Harbor Advisors
Massachusetts
$414K
PCP
180
Proficio Capital Partners
Massachusetts
$407K -$27.8M -994,849 -99%
FRA
181
Front Row Advisors
California
$400K +$1.2K +43 +0.3%
TA
182
Tiedemann Advisors
New York
$398K
CS
183
Credit Suisse
Switzerland
$389K +$110K +3,929 +39%
AWA
184
Arkadios Wealth Advisors
Georgia
$380K +$249K +8,932 +190%
CWM
185
Centric Wealth Management
Illinois
$367K -$60.9K -2,182 -14%
LAS
186
Lloyd Advisory Services
Georgia
$364K -$3.96K -142 -1%
SPIA
187
Steward Partners Investment Advisory
New York
$360K +$112 +4 +0%
OFA
188
Oak Family Advisors
Illinois
$358K +$107K +3,850 +43%
VAS
189
Vestmark Advisory Solutions
Massachusetts
$343K +$344K +12,315 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$340K
SEP
191
Southland Equity Partners
Missouri
$332K -$9.41K -337 -3%
JWA
192
JFS Wealth Advisors
Pennsylvania
$323K -$271K -9,700 -46%
LGWM
193
Litman Gregory Wealth Management
California
$321K +$312K +11,195 +3,554%
YIA
194
YHB Investment Advisors
Connecticut
$298K -$265K -9,490 -47%
RIA
195
Realta Investment Advisors
Delaware
$288K +$289K +10,341 New
SS
196
Simplicity Solutions
Minnesota
$278K +$32.7K +1,171 +13%
Citadel Advisors
197
Citadel Advisors
Florida
$277K -$27M -968,048 -99%
AIC
198
Ameritas Investment Company
Nebraska
$270K +$270K +9,676 New
NWS
199
Newport Wealth Strategies
California
$268K +$268K +9,600 New
LWAC
200
Laurel Wealth Advisors (California)
California
$266K -$9.66K -346 -3%