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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
$113M +$25.7M +1,111,623 +29%
OWM
2
OneAscent Wealth Management
Alabama
$55.9M +$2.79M +120,535 +5%
AI
3
Atria Investments
North Carolina
$14.5M -$18.7M -809,366 -56%
OFO
4
OneAscent Family Office
Alabama
$10.1M +$1.47M +63,668 +17%
PP
5
Patron Partners
Texas
$3.32M +$422K +18,219 +14%
OIS
6
OneAscent Investment Solutions
Alabama
$2.48M -$7.43K -321 -0.3%
RA
7
RFG Advisory
Alabama
$2.34M +$24.5K +1,059 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.9M +$146K +6,303 +8%
FHC
9
First Heartland Consultants
Missouri
$1.5M +$56.7K +2,452 +4%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.35M +$862K +37,265 +176%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.05M +$427K +18,458 +68%
MWP
12
Meriwether Wealth & Planning
Louisiana
$1.01M +$102K +4,417 +11%
IA
13
IFP Advisors
Florida
$786K +$11.8K +510 +2%
MFG
14
Merit Financial Group
Georgia
$757K +$153K +6,620 +25%
SFS
15
Security Financial Services
Indiana
$575K +$118K +5,110 +26%
SB
16
Strategic Blueprint
Georgia
$451K +$5.14K +222 +1%
PAW
17
Plan A Wealth
Nebraska
$412K +$8.51K +368 +2%
LPL Financial
18
LPL Financial
California
$345K +$346K +14,963 New
Jane Street
19
Jane Street
New York
$273K +$274K +11,854 New
JP Morgan Chase
20
JP Morgan Chase
New York
$174K +$174K +7,535 New
WW
21
Winnow Wealth
Texas
$155K +$925 +40 +0.6%
EWA
22
EverSource Wealth Advisors
Alabama
$90.4K +$47.1K +2,035 +108%
SWM
23
SHP Wealth Management
Massachusetts
$61.7K +$62K +2,680 New
KAS
24
Kestra Advisory Services
Texas
$30K +$30.1K +1,301 New
Jones Financial Companies
25
Jones Financial Companies
Missouri
$20.5K +$20.5K +888 New
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