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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
| $2.77M | -$1.69M | -75,658 | -38% |
|
|
BWA
2
BlueChip Wealth Advisors
Milton,
Georgia
| $468K | +$8.71K | +389 | +2% |
|
|
RFG
3
REAP Financial Group
Austin,
Texas
| $382K | +$78.4K | +3,500 | +26% |
|
4
Mercer Global Advisors
Denver,
Colorado
| $332K | -$85.1K | -3,800 | -21% |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $255K | +$250K | +11,189 | New |
|
|
SSB
6
Sandy Spring Bank
Olney,
Maryland
| $175K | +$1.54K | +69 | +0.9% |
|
7
JP Morgan Chase
New York
| $60.5K | -$8.82K | -394 | -13% |
|
8
UBS Group
Zurich,
Switzerland
| $2.4K | +$2.35K | +105 | New |
|
9
Morgan Stanley
New York
| $23 | – | – | – |
|
|
GS
10
GTS Securities
Miami,
Florida
| – | -$577K | -25,974 | Closed |
|
|
HF
11
HRT Financial
New York
| – | -$368K | -16,592 | Closed |
|
|
VF
12
Virtu Financial
New York
| – | -$300K | -13,522 | Closed |
|
13
Envestnet Asset Management
Chicago,
Illinois
| – | -$204K | -9,176 | Closed |
|