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OneAscent Enhanced Small and Mid Cap ETF
OASC
OASC
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
OneAscent Financial Services
Birmingham,
Alabama
| $24.6M | +$3.76M | +137,543 | +19% |
|
2
Atria Investments
Charlotte,
North Carolina
| $12.1M | +$2.19M | +80,171 | +23% |
|
3
OneAscent Wealth Management
Birmingham,
Alabama
| $10.6M | +$7.83M | +286,235 | +340% |
|
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.51M | -$12K | -437 | -0.8% |
|
5
OneAscent Family Office
Birmingham,
Alabama
| $1.08M | +$418K | +15,265 | +68% |
|
6
OneAscent Investment Solutions
Birmingham,
Alabama
| $404K | +$113K | +4,122 | +41% |
|
7
Strategic Blueprint
Atlanta,
Georgia
| $342K | +$50.2K | +1,835 | +18% |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $245K | +$235K | +8,591 | New |
|
9
Plan A Wealth
Lincoln,
Nebraska
| $209K | +$201K | +7,329 | New |
|
10
IFP Advisors
Tampa,
Florida
| $181K | +$958 | +35 | +0.6% |
|
11
Aptus Capital Advisors
Fairhope,
Alabama
| $49.4K | +$2.96K | +108 | +7% |
|
12
UBS Group
Zurich,
Switzerland
| $4.74K | -$39.2K | -1,434 | -90% |
|