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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
$37.7M +$11.6M +350,560 +43%
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$17M +$5.21M +156,976 +43%
MA
3
Mutual Advisors
Nebraska
$14.4M +$932K +28,070 +7%
TWM
4
Tradition Wealth Management
Minnesota
$13.9M +$3.18M +95,814 +29%
HWA
5
Heritage Wealth Architects
Minnesota
$8.42M +$8.62M +259,510 New
FD
6
Financial Designs
California
$7.64M +$7.82M +235,472 New
GM
7
GeoWealth Management
Illinois
$7.62M +$436K +13,130 +6%
MML Investors Services
8
MML Investors Services
Massachusetts
$7.46M +$7.02M +211,388 +1,127%
CMAI
9
Capital Management Associates Inc
Minnesota
$6.8M +$3.61M +108,595 +107%
MW
10
MBL Wealth
North Carolina
$5.72M +$3.06M +92,120 +109%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.86M +$513K +15,447 +11%
TBC
12
Ted Buchan & Co
California
$4.19M +$323K +9,734 +8%
TW
13
Transform Wealth
Colorado
$3.86M -$375K -11,287 -9%
CFA
14
Cahill Financial Advisors
Minnesota
$3.73M +$279K +8,408 +8%
AFP
15
Ausdal Financial Partners
Iowa
$3.68M +$3.77M +113,500 New
FFP
16
Freedom Financial Partners
Minnesota
$3.5M +$194K +5,836 +6%
AC
17
AlphaCore Capital
California
$2.77M +$2.84M +85,424 New
AI
18
Atria Investments
North Carolina
$2.57M -$199K -6,000 -7%
LPL Financial
19
LPL Financial
California
$2.55M +$449K +13,527 +21%
Mariner
20
Mariner
Kansas
$2.53M -$186K -5,600 -7%
AF
21
Apexium Financial
Texas
$2.25M +$2.31M +69,511 New
BWM
22
BlackDiamond Wealth Management
New York
$2.17M -$97.5K -2,937 -4%
FW
23
FullCircle Wealth
Texas
$1.99M -$75.6K -2,276 -3%
UBS Group
24
UBS Group
Switzerland
$1.73M +$988K +29,754 +126%
BAM
25
Belpointe Asset Management
Nevada
$1.7M +$1.75M +52,567 New
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