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Matthews China Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$15.8M +$16.1M +631,240 +2,450%
Jane Street
2
Jane Street
New York
$4.13M +$3.77M +147,812 +625%
WP
3
WealthPLAN Partners
Nebraska
$2.99M +$15K +590 +0.5%
IA
4
IFP Advisors
Florida
$1.67M +$1.71M +67,067 New
KLI
5
Kelman-Lazarov Inc
Tennessee
$1.41M +$111K +4,339 +8%
CIA
6
Choate Investment Advisors
Massachusetts
$1.36M -$1.15M -45,070 -44%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$522K +$550K +21,600 New
RWS
8
Resolute Wealth Strategies
Mississippi
$405K +$428K +16,809 New
Citadel Advisors
9
Citadel Advisors
Florida
$318K +$337K +13,220 New
UBS Group
10
UBS Group
Switzerland
$34.6K +$35.4K +1,388 +2,953%
ASN
11
Advisory Services Network
Georgia
$241 +$255 +10 New
WIM
12
WealthPlan Investment Management
Nebraska
-$3.27M -123,497 Closed