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SCEC

Sterling Capital Enhanced Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$134M +$2.99M +117,441 +2%
KFG
2
Kingdom Financial Group
Arizona
$55.5M +$10.3M +404,462 +23%
CAMG
3
CWA Asset Management Group
Florida
$39.7M +$3.79M +148,757 +11%
HBS
4
Howard Bailey Securities
Indiana
$28.4M +$789K +30,956 +3%
KCM
5
Key Capital Management
Tennessee
$17.7M +$17.8M +698,179 New
LI
6
LifeWealth Investments
Florida
$14.7M +$1.14M +44,778 +8%
GWMIA
7
Global Wealth Management Investment Advisory
Florida
$6.57M -$158K -6,180 -2%
FI
8
FWG Investments
Kentucky
$6.43M +$98.2K +3,851 +2%
Q1WB
9
Quest 10 Wealth Builders
Virginia
$3.08M +$366K +14,362 +13%
CA
10
Centennial Advisors
Texas
$2.16M +$2.17M +85,170 New
FWM
11
FLP Wealth Management
Arkansas
$1.95M +$523K +20,516 +36%
FA
12
FSA Advisors
Michigan
$1.69M +$100K +3,922 +6%
LAS
13
Lloyd Advisory Services
Georgia
$1.5M -$113K -4,445 -7%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$837K -$2.63M -103,097 -76%
DRP
15
Decker Retirement Planning
Utah
$747K +$1.71K +67 +0.2%
Truist Financial
16
Truist Financial
North Carolina
$526K +$239K +9,392 +83%
LIA
17
LifePlan Investment Advisors
North Carolina
$445K +$219K +8,598 +96%
Goldman Sachs
18
Goldman Sachs
New York
$389K -$7.52M -294,938 -95%
CW
19
CreativeOne Wealth
Kansas
$308K
NA
20
Networth Advisors
Pennsylvania
$239K +$241K +9,441 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$234K -$8.41K -330 -3%
AWMNH
22
Arcadia Wealth Management (New Hampshire)
New Hampshire
$208K -$158K -6,188 -43%
PA
23
Procyon Advisors
Connecticut
$203K +$204K +8,004 New
HI
24
Harbour Investments
Wisconsin
$44.6K +$44.8K +1,759 New
RFP
25
Root Financial Partners
California
$24K -$47.2K -1,851 -66%