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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
| $5.46M | +$709K | +33,404 | +15% |
|
2
Mercer Global Advisors
Denver,
Colorado
| $956K | -$1.42M | -66,834 | -60% |
|
3
JP Morgan Chase
New York
| $609K | +$259K | +12,219 | +77% |
|
|
BWA
4
BlueChip Wealth Advisors
Milton,
Georgia
| $474K | +$463K | +21,831 | New |
|
|
RFG
5
REAP Financial Group
Austin,
Texas
| $317K | +$310K | +14,587 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $297K | -$164K | -7,708 | -36% |
|
|
SSB
7
Sandy Spring Bank
Olney,
Maryland
| $236K | +$24.3K | +1,144 | +12% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $43.5K | +$42.5K | +2,004 | New |
|
9
Wells Fargo
San Francisco,
California
| $6.56K | +$6.41K | +302 | New |
|
10
UBS Group
Zurich,
Switzerland
| $5.73K | +$5.6K | +264 | New |
|
11
Morgan Stanley
New York
| $22 | +$21 | +1 | New |
|
|
LWM
12
LJI Wealth Management
Indianapolis,
Indiana
| – | -$1.58M | -74,425 | Closed |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$551K | -26,042 | Closed |
|