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North Square RCIM Tax-Advantaged Preferred and Income Securities ETF
QTPI
QTPI
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
SMI Advisory Services
Columbus,
Indiana
| $22.6M | +$670K | +26,239 | +3% |
|
2
Red Cedar Investment Management
Grand Rapids,
Michigan
| $11.9M | – | – | – |
|
3
CSM Advisors
Warrendale,
Pennsylvania
| $4.31M | -$179K | -7,000 | -4% |
|
4
Integrated Wealth Concepts
Waltham,
Massachusetts
| $2.38M | +$2.39M | +93,490 | New |
|
|
WMA
5
West Michigan Advisors
Holland,
Michigan
| $1.34M | +$324K | +12,681 | +32% |
|
6
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.27M | +$1.3K | +51 | +0.1% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $572K | +$97.9K | +3,832 | +21% |
|
8
Advisornet Financial
Minnetonka,
Minnesota
| $414K | +$4.62K | +181 | +1% |
|
9
GTS Securities
Miami,
Florida
| $300K | +$300K | +11,749 | New |
|
10
Allworth Financial
Folsom,
California
| $5.1K | – | – | – |
|
11
Merit Financial Group
Alpharetta,
Georgia
| – | -$1.05M | -41,304 | Closed |
|
12
Jane Street
New York
| – | -$449K | -17,692 | Closed |
|
13
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$284K | -11,220 | Closed |
|