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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
| $80.9M | -$13.9M | -532,612 | -15% |
|
|
PMG
2
ProVise Management Group
Clearwater,
Florida
| $7.73M | -$1.8M | -69,131 | -19% |
|
|
HFA
3
Hoover Financial Advisors
Malvern,
Pennsylvania
| $3.38M | +$3.19M | +122,515 | +1,389% |
|
|
HI
4
Horizon Investments
Charlotte,
North Carolina
| $2.39M | +$2.42M | +93,009 | New |
|
|
PFS
5
Prospera Financial Services
Dallas,
Texas
| $517K | -$31.3K | -1,200 | -6% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $516K | – | – | – |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $419K | +$424K | +16,290 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $24K | +$24.2K | +931 | New |
|
9
UBS Group
Zurich,
Switzerland
| $15K | +$15.3K | +587 | New |
|