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Adaptive Core ETF
RULE
RULE
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $51.8M | -$700K | -34,922 | -1% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $8.47M | +$8.73M | +435,671 | New |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $931K | +$674K | +33,635 | +235% |
|
4
UBS Group
Zurich,
Switzerland
| $28K | +$12K | +601 | +70% |
|
5
Rockefeller Capital Management
New York
| $9K | +$9.8K | +489 | New |
|
|
LAM
6
LifePro Asset Management
San Diego,
California
| – | -$1.7M | -83,566 | Closed |
|