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Mindful Conservative ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$20.8M -$12.1M -577,234 -37%
AWA
2
Authentikos Wealth Advisory
California
$5.64M -$157K -7,500 -3%
FIA
3
Foundations Investment Advisors
Arizona
$522K -$348K -16,559 -40%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$428K +$151K +7,214 +56%
OWG
5
Oxford Wealth Group
Florida
$332K +$326K +15,545 New
JP Morgan Chase
6
JP Morgan Chase
New York
$171K +$168K +7,997 New
SIS
7
Sound Income Strategies
Florida
$60.2K +$59.1K +2,815 New
UBS Group
8
UBS Group
Switzerland
$18.6K -$12K -570 -40%
Morgan Stanley
9
Morgan Stanley
New York
$3.21K +$3.15K +150 New
GS
10
GTS Securities
Florida
-$1.05M -50,148 Closed