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Overlay Shares Short Term Bond ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BW
1
Bison Wealth
Atlanta,
Georgia
| $4.61M | -$2.64M | -123,011 | -36% |
|
|
T
2
TRUADVICE
Sarasota,
Florida
| $2.73M | +$2.78M | +129,845 | New |
|
3
Mercer Global Advisors
Denver,
Colorado
| $2.35M | -$245K | -11,438 | -9% |
|
|
LWM
4
LJI Wealth Management
Indianapolis,
Indiana
| $1.58M | +$1.59M | +74,425 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $551K | +$558K | +26,042 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $453K | -$75.7K | -3,534 | -14% |
|
7
JP Morgan Chase
New York
| $335K | +$339K | +15,821 | New |
|
|
SSB
8
Sandy Spring Bank
Olney,
Maryland
| $205K | +$1.74K | +81 | +0.8% |
|
|
GS
9
GTS Securities
Miami,
Florida
| – | -$491K | -22,686 | Closed |
|
10
Jane Street
New York
| – | -$484K | -22,345 | Closed |
|
11
Fidelity Investments
Boston,
Massachusetts
| – | -$22 | -1 | Closed |
|