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Mindful Conservative ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$2.34M -$91.5K -4,123 -4%
Citadel Advisors
2
Citadel Advisors
Florida
$324K +$19.8K +892 +7%
FA
3
FSA Advisors
Michigan
$214K +$266 +12 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$176K -$26.6K -1,200 -13%
Osaic Holdings
5
Osaic Holdings
Arizona
$80.1K
UBS Group
6
UBS Group
Switzerland
$7.58K +$1.93K +87 +35%
MWM
7
Mosley Wealth Management
California
$202 +$44 +2 +29%
GS
8
GTS Securities
Florida
-$525K -24,265 Closed
KCM
9
Key Capital Management
Tennessee
-$13.3K -615 Closed