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OneAscent Core Plus Bond ETF
OACP

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$128M +$2.29M +100,563 +2%
OWM
2
OneAscent Wealth Management
Alabama
$58.9M +$694K +30,506 +1%
AI
3
Atria Investments
North Carolina
$15.3M -$405K -17,827 -3%
OFO
4
OneAscent Family Office
Alabama
$9.89M +$447K +19,633 +5%
CFD
5
Creative Financial Designs
Indiana
$9.39M +$9.4M +413,399 New
PP
6
Patron Partners
Texas
$4.39M +$387K +17,015 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.22M +$1.25M +55,162 +64%
FHC
8
First Heartland Consultants
Missouri
$3.12M +$1.21M +53,226 +63%
RA
9
RFG Advisory
Alabama
$2.9M +$305K +13,390 +12%
OIS
10
OneAscent Investment Solutions
Alabama
$2.9M +$72.3K +3,178 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.23M +$364K +15,995 +19%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$1.26M +55,255 +515%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.34M +$1.23M +54,108 +1,189%
DAS
14
Dynamic Advisor Solutions
Arizona
$1.1M -$322K -14,176 -23%
Goldman Sachs
15
Goldman Sachs
New York
$979K +$607K +26,705 +163%
MFG
16
Merit Financial Group
Georgia
$915K +$74.8K +3,289 +9%
Jane Street
17
Jane Street
New York
$857K +$300K +13,183 +54%
TFA
18
TrustWell Financial Advisors
Florida
$806K +$807K +35,500 New
IA
19
IFP Advisors
Florida
$764K +$20.8K +916 +3%
SFS
20
Security Financial Services
Indiana
$748K +$97.4K +4,282 +15%
Citadel Advisors
21
Citadel Advisors
Florida
$623K -$12.2K -535 -2%
LPL Financial
22
LPL Financial
California
$491K +$74K +3,254 +18%
SB
23
Strategic Blueprint
Georgia
$481K +$15.5K +682 +3%
PAW
24
Plan A Wealth
Nebraska
$409K -$25.5K -1,119 -6%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$384K +$304K +13,362 +389%
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