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TrueShares Structured Outcome March ETF
MARZ
MARZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFS
1
Access Financial Services
Minneapolis,
Minnesota
| $17.7M | +$17.1M | +590,586 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $4.25M | -$5.81M | -201,171 | -59% |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $1.68M | – | – | – |
|
|
CW
4
CreativeOne Wealth
Overland Park,
Kansas
| $1.62M | +$1.55M | +53,811 | New |
|
|
GLR
5
Great Lakes Retirement
Sandusky,
Ohio
| $377K | +$362K | +12,538 | New |
|
|
CIAS
6
Capital Investment Advisory Services
Raleigh,
North Carolina
| $120K | -$1.3K | -45 | -1% |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $46.1K | – | – | – |
|
|
DFA
8
DHJJ Financial Advisors
Naperville,
Illinois
| $10.8K | – | – | – |
|
|
PA
9
Pineridge Advisors
St. Charles,
Missouri
| $6.79K | +$6.53K | +226 | New |
|
10
UBS Group
Zurich,
Switzerland
| $2.01K | +$1.44K | +50 | +294% |
|
|
RWPA
11
Richard W. Paul & Associates
Novi,
Michigan
| $751 | +$722 | +25 | New |
|
12
Morgan Stanley
New York
| – | -$30 | -1 | Closed |
|