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Rareview Dynamic Fixed Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Belpointe Asset Management
1
Belpointe Asset Management
Nevada
$9.6M +$1.93M +84,195 +26%
IWN
2
Independent Wealth Network
Iowa
$888K +$3.29K +144 +0.4%
Integrated Wealth Concepts
3
Integrated Wealth Concepts
Massachusetts
$530K +$520K +22,738 New
Osaic Holdings
4
Osaic Holdings
Arizona
$23.9K +$3.2K +140 +16%
Global Retirement Partners
5
Global Retirement Partners
California
$4.83K – – –
SOA Wealth Advisors
6
SOA Wealth Advisors
New York
$4.41K – – –
Morgan Stanley
7
Morgan Stanley
New York
$27 – – –
GTS Securities
8
GTS Securities
Florida
– -$214K -9,446 Closed
UBS Group
9
UBS Group
Switzerland
– -$9.23K -407 Closed
Wells Fargo
10
Wells Fargo
California
– -$3.72K -164 Closed