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PCLG

Polen Focus Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
1
Wealthspire Advisors (New York)
New York
$31.4M -$14.9M -666,241 -30%
FWM
2
Foguth Wealth Management
Michigan
$12.8M +$12.3M +547,689 New
RCA
3
Riverview Capital Advisers
Massachusetts
$10.2M
BH
4
Burk Holdings
Oklahoma
$487K
Jane Street
5
Jane Street
New York
$256K +$94.4K +4,209 +51%
Citadel Advisors
6
Citadel Advisors
Florida
$239K +$262K +11,672 New
UBS Group
7
UBS Group
Switzerland
$5.65K +$314 +14 +5%
ACA
8
American Capital Advisory
Idaho
$410
TA
9
Tectonic Advisors
Texas
-$33.9M -1,368,164 Closed
Mariner
10
Mariner
Kansas
-$421K -17,001 Closed
PFM
11
Patton Fund Management
Texas
-$227K -6,345 Closed