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OASC
OneAscent Enhanced Small and Mid Cap ETF
OASC
OASC
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $19M | +$2.22M | +90,346 | +14% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $8.91M | +$1.36M | +55,389 | +19% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $2.19M | +$1.08M | +44,018 | +110% |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.39M | +$522K | +21,236 | +66% |
|
|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $585K | +$119K | +4,849 | +27% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $264K | +$249K | +10,148 | New |
|
|
OIS
7
OneAscent Investment Solutions
Birmingham,
Alabama
| $261K | +$247K | +10,045 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $164K | +$135K | +5,473 | +655% |
|
|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $42.2K | +$39.8K | +1,621 | New |
|
10
UBS Group
Zurich,
Switzerland
| $41.6K | -$32.5K | -1,323 | -45% |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$10K | -406 | Closed |
|