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Overlay Shares Core Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWMS
1
Advocacy Wealth Management Services
Atlanta,
Georgia
| $97.4M | +$5.26M | +199,561 | +6% |
|
|
PMG
2
ProVise Management Group
Clearwater,
Florida
| $9.81M | +$361K | +13,699 | +4% |
|
|
PFS
3
Prospera Financial Services
Dallas,
Texas
| $565K | +$57.9K | +2,200 | +12% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $531K | -$57.4K | -2,181 | -10% |
|
|
HFA
5
Hoover Financial Advisors
Malvern,
Pennsylvania
| $231K | +$232K | +8,821 | New |
|
|
HI
6
Horizon Investments
Charlotte,
North Carolina
| – | -$2.48M | -94,573 | Closed |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$254K | -9,583 | Closed |
|