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Strategic Trust Running Oak Efficient Growth ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$19.6M +$9.66M +303,034 +107%
MA
2
Mutual Advisors
Nebraska
$12.3M +$483K +15,141 +4%
Kovitz Investment Group Partners
3
Kovitz Investment Group Partners
Illinois
$12.3M +$11.7M +367,871 New
KAS
4
Kestra Advisory Services
Texas
$7.33M +$160K +5,021 +2%
TBC
5
Ted Buchan & Co
California
$3.9M +$1.55M +48,505 +71%
CFA
6
Cahill Financial Advisors
Minnesota
$3.17M +$532K +16,680 +21%
CMAI
7
Capital Management Associates Inc
Minnesota
$2.98M +$317K +9,938 +13%
BWM
8
BlackDiamond Wealth Management
New York
$2.47M -$480K -15,056 -18%
TW
9
Transform Wealth
Colorado
$2.07M -$151K -4,736 -7%
MW
10
MBL Wealth
North Carolina
$1.94M +$1.85M +58,000 New
FW
11
FullCircle Wealth
Texas
$1.44M -$325K -10,196 -19%
TWM
12
Tradition Wealth Management
Minnesota
$1.4M +$1.01M +31,792 +317%
ASFA
13
All Season Financial Advisors
Colorado
$1.26M +$578K +18,145 +92%
LPL Financial
14
LPL Financial
California
$1.17M +$570K +17,891 +105%
GVAG
15
Great Valley Advisor Group
Delaware
$1.1M +$1.05M +33,022 New
Citadel Advisors
16
Citadel Advisors
Florida
$936K +$892K +27,995 New
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$769K – – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$611K +$239K +7,484 +69%
JCM
19
Jacobi Capital Management
Pennsylvania
$430K – – –
FFA
20
Founders Financial Alliance
North Carolina
$423K +$4.78K +150 +1%
OMC
21
Old Mission Capital
Illinois
$390K +$372K +11,681 New
MML Investors Services
22
MML Investors Services
Massachusetts
$353K +$7.17K +225 +2%
WWP
23
WR Wealth Planners
Missouri
$343K +$23.4K +735 +8%
MGWM
24
Marks Group Wealth Management
Minnesota
$263K +$25.5K +800 +11%
SWM
25
SeaCrest Wealth Management
New York
$242K +$10.2K +320 +5%
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