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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
| $4.39M | -$1.19M | -54,281 | -22% |
|
2
JP Morgan Chase
New York
| $1.44M | +$805K | +36,633 | +131% |
|
3
Mercer Global Advisors
Denver,
Colorado
| $511K | -$464K | -21,109 | -48% |
|
|
BWA
4
BlueChip Wealth Advisors
Milton,
Georgia
| $433K | -$52.6K | -2,394 | -11% |
|
|
GS
5
GTS Securities
Miami,
Florida
| $342K | +$337K | +15,351 | New |
|
|
RFG
6
REAP Financial Group
Austin,
Texas
| $322K | -$3.14K | -143 | -1% |
|
7
Jane Street
New York
| $318K | +$313K | +14,254 | New |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $262K | -$43K | -1,956 | -14% |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $168K | -$72.7K | -3,310 | -31% |
|
10
Wells Fargo
San Francisco,
California
| $44K | +$36.8K | +1,674 | +554% |
|
11
UBS Group
Zurich,
Switzerland
| $1.6K | -$4.22K | -192 | -73% |
|
12
Morgan Stanley
New York
| $22 | – | – | – |
|
13
Osaic Holdings
Scottsdale,
Arizona
| – | -$43.5K | -2,004 | Closed |
|