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OMAH

VistaShares Target 15 Berkshire Select Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$330K -$5.99K -315 -2%
LWM
27
Lionshead Wealth Management
New York
$305K -$55.3K -2,908 -15%
WWM
28
Westwood Wealth Management
California
$305K +$310K +16,292 New
IA
29
Integrity Alliance
Iowa
$290K +$2.85K +150 +1%
VWA
30
Visionary Wealth Advisors
Illinois
$272K +$57.7K +3,035 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$242K +$246K +12,928 New
CCG
32
Capital CS Group
California
$225K +$228K +12,000 New
FFA
33
Farther Finance Advisors
California
$213K +$216K +11,374 New
MG
34
Marex Group
$206K +$209K +11,000 New
SPIA
35
Steward Partners Investment Advisory
New York
$161K +$163K +8,575 New
SA
36
SRH Advisors
Kansas
$103K +$3.82K +201 +4%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$98K +$38.2K +2,007 +63%
HI
38
Harbour Investments
Wisconsin
$69.2K +$53.1K +2,792 +310%
IAIM
39
International Assets Investment Management
Florida
$61.2K +$62.1K +3,264 New
FPB
40
First PREMIER Bank
South Dakota
$56K
PA
41
Parallel Advisors
California
$43.8K -$27.7K -1,456 -38%
US Bancorp
42
US Bancorp
Minnesota
$37.5K -$75.1K -3,950 -66%
Osaic Holdings
43
Osaic Holdings
Arizona
$36.9K +$3.94K +207 +12%
HCM
44
Hollencrest Capital Management
California
$25.3K +$25.7K +1,350 New
AEPWM
45
Atlantic Edge Private Wealth Management
Florida
$24.4K
NWMP
46
Noble Wealth Management PBC
Colorado
$21.6K
Simplex Trading
47
Simplex Trading
Illinois
$20.1K +$20.4K +1,073 New
AF
48
Allworth Financial
California
$13.1K +$1.9K +100 +17%
TWC
49
TD Waterhouse Canada
Ontario, Canada
$11.8K +$342 +18 +3%
IA
50
IFP Advisors
Florida
$8.43K