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ClearShares OCIO ETF
OCIO
OCIO
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $4.99M | -$1.06M | -30,900 | -17% |
|
2
Envestnet Portfolio Solutions
Chicago,
Illinois
| $1.1M | -$11.9K | -346 | -1% |
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $1.05M | +$137 | +4 | +0% |
|
4
Atria Wealth Solutions
New York
| $1.03M | -$11.9K | -346 | -1% |
|
5
Old Mission Capital
Chicago,
Illinois
| $953K | +$985K | +28,698 | New |
|
6
Mercer Global Advisors
Denver,
Colorado
| $585K | -$764K | -22,270 | -56% |
|
7
LPL Financial
San Diego,
California
| $407K | +$210K | +6,113 | +99% |
|
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $231K | +$12.7K | +371 | +6% |
|
9
Colonial Trust
Spartanburg,
South Carolina
| $176K | +$7.41K | +216 | +4% |
|
10
Morgan Stanley
New York
| $51 | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| – | -$3.53K | -104 | Closed |
|