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Fairlead Tactical Sector ETF
TACK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
1
Cary Street Partners Asset Management
Virginia
$49.6M +$2.1M +87,694 +4%
UBS Group
2
UBS Group
Switzerland
$37.2M +$1.79M +74,731 +5%
Stifel Financial
3
Stifel Financial
Missouri
$14.3M +$547K +22,851 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.76M +$3.32M +138,822 +76%
VFPW
5
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.08M +$409K +17,098 +7%
FEG
6
Financial Enhancement Group
Indiana
$5.95M -$740K -30,927 -11%
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$5.73M +$1.13M +47,274 +25%
Mariner
8
Mariner
Kansas
$3.39M +$3.35M +140,041 New
LIG
9
Lokken Investment Group
Delaware
$2.45M +$2.42M +101,018 New
NW
10
NewEdge Wealth
Pennsylvania
$1.64M -$40K -1,674 -2%
RA
11
RiverTree Advisors
Florida
$961K +$55.5K +2,318 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$911K +$560K +23,408 +166%
HVP
13
Hudson Value Partners
Florida
$843K +$4.26K +178 +0.5%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$791K +$70.9K +2,962 +10%
ASN
15
Advisory Services Network
Georgia
$608K +$600K +25,093 New
JIP
16
Jaffetilchin Investment Partners
Florida
$521K -$275K -11,486 -35%
RIA
17
Regal Investment Advisors
Michigan
$372K +$77.5K +3,238 +27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$348K +$343K +14,347 New
CWAF
19
Core Wealth Advisors (Florida)
Florida
$340K +$51K +2,132 +18%
PA
20
PFG Advisors
Arizona
$331K +$326K +13,642 New
PFS
21
Prospera Financial Services
Texas
$285K – – –
AWM
22
Axxcess Wealth Management
California
$211K +$208K +8,710 New
Osaic Holdings
23
Osaic Holdings
Arizona
$32.5K +$32.1K +1,340 New
AAS
24
Ameritas Advisory Services
Nebraska
$10.3K +$10.1K +422 New
JP Morgan Chase
25
JP Morgan Chase
New York
$582 +$574 +24 New
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