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Harbor International Compounders ETF
OSEA

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1
Arlington Financial Advisors
California
$40.3M +$41K +1,499 +0.1%
VWM
2
Venturi Wealth Management
Texas
$17.5M +$10.5M +383,397 +154%
RA
3
Riversedge Advisors
Delaware
$14.5M +$14.3M +522,505 New
AWA
4
Amplius Wealth Advisors
Pennsylvania
$13.8M +$13.7M +499,557 New
AIM
5
AMI Investment Management
Indiana
$10.5M +$10.4M +380,222 New
LC
6
Legacy CG
Texas
$10.3M +$5.99M +218,898 +143%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$7.74M +$7.66M +279,937 New
SLWA
8
San Luis Wealth Advisors
California
$4.09M +$4.04M +147,791 New
FWM
9
FMA Wealth Management
Massachusetts
$3.99M +$680K +24,866 +21%
FG
10
Fiduciary Group
Georgia
$1.75M +$463K +16,945 +37%
SPIA
11
Steward Partners Investment Advisory
New York
$1.7M +$1.68M +61,471 New
Jane Street
12
Jane Street
New York
$1.61M -$910K -33,271 -36%
SWM
13
SFG Wealth Management
Maryland
$1.51M +$1.5M +54,721 New
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.51M +$1.5M +54,694 New
FMN
15
Financial Management Network
California
$1.44M +$634K +23,193 +82%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.21M +$1.19M +43,577 New
MCM
17
Manchester Capital Management
Vermont
$1.01M – – –
SAM
18
Summit Asset Management
Tennessee
$702K +$429K +15,675 +162%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$639K +$281K +10,282 +80%
ACA
20
Ascension Capital Advisors
Texas
$417K +$412K +15,068 New
Stifel Financial
21
Stifel Financial
Missouri
$398K +$42.9K +1,570 +12%
Millennium Management
22
Millennium Management
New York
$303K +$300K +10,963 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$248K +$246K +8,983 New
SN
24
Sittner & Nelson
Oregon
$126K +$42.3K +1,545 +51%
Osaic Holdings
25
Osaic Holdings
Arizona
$106K -$59.1K -2,161 -36%
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