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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
$12M +$2.41M +106,106 +26%
IWN
2
Independent Wealth Network
Iowa
$1.02M +$131K +5,776 +15%
GTS Securities
3
GTS Securities
Florida
$226K +$222K +9,740 New
Osaic Holdings
4
Osaic Holdings
Arizona
$23.8K – – –
Global Retirement Partners
5
Global Retirement Partners
California
$4.9K +$91 +4 +2%
Integrated Wealth Concepts
6
Integrated Wealth Concepts
Massachusetts
– -$530K -22,738 Closed
SOA Wealth Advisors
7
SOA Wealth Advisors
New York
– -$4.41K -189 Closed
Morgan Stanley
8
Morgan Stanley
New York
– -$27 -1 Closed