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LHA Market State Tactical Beta ETF
MSTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$57.4M -$29M -966,933 -33%
CAN
2
Cetera Advisor Networks
California
$41.5M +$1.85M +61,509 +5%
ACM
3
AlphaStar Capital Management
North Carolina
$30.3M +$25.4M +845,299 +546%
CW
4
CreativeOne Wealth
Kansas
$16M -$2.06M -68,756 -12%
DIM
5
Delta Investment Management
California
$14.8M +$393K +13,092 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$13.8M +$594K +19,766 +5%
CWG
7
Cornerstone Wealth Group
North Carolina
$10.6M -$1.7M -56,738 -14%
PWM
8
Palumbo Wealth Management
New York
$9.01M +$528K +17,591 +6%
CA
9
CoreCap Advisors
Michigan
$7.43M +$2.86M +95,342 +64%
KAS
10
Kestra Advisory Services
Texas
$4.98M -$862K -28,694 -15%
OMC
11
Old Mission Capital
Illinois
$2.41M +$2.06M +68,734 +637%
FEM
12
Fulcrum Equity Management
Texas
$2.04M -$296K -9,872 -13%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.26M +$650K +21,659 +109%
PCWA
14
Pacific Capital Wealth Advisors
California
$1.09M -$92.8K -3,089 -8%
WIA
15
World Investment Advisors
California
$1M +$44.7K +1,489 +5%
MPW
16
Monterey Private Wealth
California
$944K -$225K -7,498 -20%
MA
17
Mutual Advisors
Nebraska
$550K +$38.4K +1,278 +8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$504K +$499K +16,617 New
FMN
19
Financial Management Network
California
$479K -$173K -5,768 -27%
WA
20
WESPAC Advisors
California
$449K – – –
AWM
21
Avaii Wealth Management
Wisconsin
$424K +$420K +13,981 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$278K +$275K +9,154 New
IA
23
IFP Advisors
Florida
$270K +$322K +10,715 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$265K -$23.7K -788 -8%
TCM
25
Triumph Capital Management
Colorado
– -$3.79M -117,441 Closed
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