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OMAH

VistaShares Target 15 Berkshire Select Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
26
Delta Investment Management
California
$524K -$169K -9,199 -24%
SPIA
27
Steward Partners Investment Advisory
New York
$506K +$359K +19,500 +227%
TA
28
TCM Advisors
West Virginia
$500K
IWC
29
Integrated Wealth Concepts
Massachusetts
$493K +$8.98K +488 +2%
NA
30
NewEdge Advisors
Louisiana
$492K +$9.56K +520 +2%
Creative Planning
31
Creative Planning
Kansas
$393K -$13.4K -726 -3%
SCA
32
Snowden Capital Advisors
New York
$350K -$28.5K -1,550 -7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$335K +$342K +18,575 New
LWM
34
Lionshead Wealth Management
New York
$294K
IA
35
Integrity Alliance
Iowa
$278K -$552 -30 -0.2%
MA
36
Mutual Advisors
Nebraska
$230K +$235K +12,789 New
CF
37
Convergence Financial
Missouri
$227K +$232K +12,600 New
RA
38
RFG Advisory
Alabama
$225K +$230K +12,492 New
CCG
39
Capital CS Group
California
$216K
MG
40
Marex Group
$206K +$7.82K +425 +4%
RWA
41
Redhawk Wealth Advisors
Minnesota
$203K -$5.11M -277,967 -96%
DWP
42
Daymark Wealth Partners
Ohio
$198K +$202K +11,000 New
SWP
43
Significant Wealth Partners
Illinois
$190K +$194K +10,538 New
SA
44
SRH Advisors
Kansas
$102K +$3.88K +211 +4%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$94.1K +$166 +9 +0.2%
HI
46
Harbour Investments
Wisconsin
$85.3K +$19.2K +1,043 +28%
FFA
47
Farther Finance Advisors
California
$62.2K -$145K -7,910 -70%
IAIM
48
International Assets Investment Management
Florida
$58.7K
FPB
49
First PREMIER Bank
South Dakota
$54K
US Bancorp
50
US Bancorp
Minnesota
$36K