We are live on ! Find out more
OASC icon

OneAscent Enhanced Small and Mid Cap ETF

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