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ClearShares Ultra-Short Maturity ETF
OPER

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
1
U.S. Capital Wealth Advisors
Texas
$37.7M -$1.61M -16,083 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$19.2M -$2.37M -23,654 -11%
BIP
3
Blueprint Investment Partners
North Carolina
$14.3M +$13.5M +134,873 +1,675%
AWM
4
Apollon Wealth Management
South Carolina
$10.4M +$10.4M +103,997 New
SPWM
5
Spartan Planning & Wealth Management
North Carolina
$4.49M +$4.5M +44,881 New
SFM
6
Signet Financial Management
New Jersey
$3.84M +$125K +1,243 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$3.63M +$720K +7,182 +25%
TA
8
Teramo Advisors
Florida
$3M – – –
BEI
9
Benjamin Edwards Inc
Missouri
$1.56M -$109K -1,087 -6%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$1.47M +$166K +1,655 +13%
SW
11
Simplicity Wealth
New Jersey
$754K +$756K +7,540 New
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$710K +$509K +5,078 +252%
IWP
13
Insight Wealth Partners
Texas
$685K -$13.9K -139 -2%
LFGO
14
Legacy Financial Group (Oklahoma)
Oklahoma
$660K -$24.8K -247 -4%
TDB
15
Thompson David Blair
$562K +$564K +5,621 New
AWS
16
Atria Wealth Solutions
New York
$531K +$532K +5,305 New
MFG
17
Magnus Financial Group
New York
$525K -$39.4K -393 -7%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$337K +$338K +3,372 New
PFG
19
Prosperity Financial Group
California
$220K +$221K +2,201 New
CT
20
Colonial Trust
South Carolina
$114K +$80.8K +806 +246%
Osaic Holdings
21
Osaic Holdings
Arizona
$88.4K -$23.3K -232 -21%
AWM
22
AE Wealth Management
Kansas
$48.7K +$48.8K +487 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$38K +$1.2K +12 +3%
CA
24
CoreCap Advisors
Michigan
$29.9K – – –
UBS Group
25
UBS Group
Switzerland
$4.7K +$4.71K +47 New
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