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OASC

OneAscent Enhanced Small and Mid Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$15.7M +$2.16M +80,777 +15%
AI
2
Atria Investments
North Carolina
$7.09M -$573K -21,461 -7%
OWM
3
OneAscent Wealth Management
Alabama
$990K +$106K +3,984 +11%
FHC
4
First Heartland Consultants
Missouri
$793K +$315K +11,773 +58%
OFO
5
OneAscent Family Office
Alabama
$437K +$471K +17,645 New
UBS Group
6
UBS Group
Switzerland
$72.2K +$67.3K +2,520 +625%
IA
7
IFP Advisors
Florida
$20.6K +$13K +485 +139%
EWA
8
EverSource Wealth Advisors
Alabama
$10K +$10.8K +406 New