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OneAscent Large Cap Core ETF
OALC
OALC
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $30.5M | +$354K | +16,218 | +1% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $16.3M | +$402K | +18,417 | +3% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $15M | +$689K | +31,613 | +5% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.15M | +$86.4K | +3,962 | +9% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $920K | +$309K | +14,151 | +55% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $376K | +$357K | +16,361 | New |
|
7
Rockefeller Capital Management
New York
| $183K | +$174K | +7,962 | New |
|
8
UBS Group
Zurich,
Switzerland
| $9.46K | +$8.98K | +412 | New |
|
|
OCFG
9
O'Connor Financial Group
Quincy,
Illinois
| – | -$513K | -23,232 | Closed |
|
10
Citadel Advisors
Miami,
Florida
| – | -$399K | -18,093 | Closed |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$22.6K | -1,022 | Closed |
|