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Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL

Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$29.4M +$19.9M +731,481 +216%
FGA
2
Fortis Group Advisors
New Jersey
$22.3M +$22.1M +811,949 New
Truist Financial
3
Truist Financial
North Carolina
$16.5M +$16.4M +601,206 New
FEG
4
Financial Enhancement Group
Indiana
$14.6M +$4.18M +153,454 +41%
OCPWS
5
One Charles Private Wealth Services
Massachusetts
$11.9M +$2.48M +91,045 +27%
VIM
6
VCU Investment Management
Virginia
$10.8M +$10.8M +395,541 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$10.7M +$1.83M +67,154 +21%
SW
8
SlateStone Wealth
Florida
$7.83M +$7.78M +285,597 New
BAM
9
Belpointe Asset Management
Nevada
$7.75M +$3.74M +137,327 +95%
SI
10
SimpliFi Inc
California
$7.13M +$283K +10,406 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.96M +$5.92M +217,306 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.5M +$5.46M +200,562 New
CPIG
13
Chicago Partners Investment Group
Illinois
$4.35M +$1.63M +59,991 +61%
CAG
14
Csenge Advisory Group
Florida
$3.82M +$3.81M +139,685 New
RJA
15
Raymond James & Associates
Florida
$3.62M +$3.39M +124,335 +1,589%
SCP
16
Silverleafe Capital Partners
Tennessee
$3.05M +$3.03M +111,143 New
BA
17
Ballew Advisors
Mississippi
$3M +$2.99M +109,612 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.63M +$2.62M +96,098 New
TCM
19
Tuttle Capital Management
Connecticut
$2.63M +$2.61M +95,797 New
BS
20
Boenning & Scattergood
Pennsylvania
$2.62M +$365K +13,398 +16%
IWC
21
Integrated Wealth Concepts
Massachusetts
$2.59M +$2.57M +94,491 New
WCA
22
Windsor Creek Advisors
Vermont
$2.53M +$2.52M +92,354 New
IA
23
IFP Advisors
Florida
$2.18M +$1.11M +40,864 +107%
CG
24
Colony Group
Massachusetts
$2.09M +$1.65M +60,655 +386%
BCI
25
Brinker Capital Investments
Pennsylvania
$1.99M +$1.98M +72,600 New
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