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OneAscent Large Cap Core ETF
OALC

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$73.7M +$3.69M +124,389 +6%
OWM
2
OneAscent Wealth Management
Alabama
$31.8M +$20.4K +687 +0.1%
AI
3
Atria Investments
North Carolina
$30M +$2.71M +91,316 +11%
OFO
4
OneAscent Family Office
Alabama
$3.9M -$107K -3,594 -3%
PP
5
Patron Partners
Texas
$3.76M -$59.4K -2,004 -2%
TA
6
TrueWealth Advisors
Alabama
$2.88M +$34.6K +1,165 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.87M -$207K -6,965 -7%
RA
8
RFG Advisory
Alabama
$2.35M +$85.5K +2,884 +4%
FHC
9
First Heartland Consultants
Missouri
$2.09M +$1.37M +46,066 +251%
LPL Financial
10
LPL Financial
California
$941K +$171K +5,763 +25%
OIS
11
OneAscent Investment Solutions
Alabama
$705K +$138K +4,641 +27%
MWP
12
Meriwether Wealth & Planning
Louisiana
$656K -$144K -4,858 -19%
DAS
13
Dynamic Advisor Solutions
Arizona
$561K -$314K -10,580 -38%
Jane Street
14
Jane Street
New York
$469K +$212K +7,143 +98%
IA
15
IFP Advisors
Florida
$457K +$298K +10,041 +248%
KAS
16
Kestra Advisory Services
Texas
$424K -$19.3K -651 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$417K +$381K +12,854 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$280K -$151K -5,095 -37%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$165K +$141K +4,755 +1,285%
ACA
20
Aptus Capital Advisors
Alabama
$84.5K +$77.3K +2,605 New
CAM
21
Clarity Asset Management
Iowa
$23.7K +$21.6K +729 New
Raymond James Financial
22
Raymond James Financial
Florida
$15.9K +$14.6K +491 New
EWA
23
EverSource Wealth Advisors
Alabama
$325 -$41.1K -1,384 -99%
Osaic Holdings
24
Osaic Holdings
Arizona
– -$56.2K -1,965 Closed