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Blueprint Chesapeake Multi-Asset Trend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Blueprint Investment Partners
North Carolina
$113M +$4.84M +155,980 +5%
BFA
2
Blueprint Financial Advisors
North Carolina
$99.2M +$4.05M +130,562 +4%
SWM
3
Stapp Wealth Management
Washington
$7.39M +$8.22K +265 +0.1%
BA
4
Brightwater Advisory
Florida
$6.43M -$213K -6,873 -3%
SPWM
5
Spartan Planning & Wealth Management
North Carolina
$6.39M +$533K +17,170 +9%
AFP
6
Ausdal Financial Partners
Iowa
$6.38M -$124K -4,002 -2%
TDB
7
Thompson David Blair
$700K -$30.6K -988 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$684K -$44.4K -1,432 -6%
B
9
Bellecapital
Switzerland
$629K +$105K +3,381 +20%
MA
10
Mutual Advisors
Nebraska
$395K -$1.64K -53 -0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$276K +$272K +8,754 New
PFG
12
Prosperity Financial Group
California
$264K -$26.5K -853 -9%
ZI
13
ZEGA Investments
Florida
$230K +$226K +7,296 New
SI
14
Stephens Inc
Arkansas
$228K -$25.1K -809 -10%
CT
15
Colonial Trust
South Carolina
$104K +$23.9K +771 +31%
OWP
16
ORG Wealth Partners
Texas
$52.7K
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$14.4K -$29K -934 -67%
Wells Fargo
18
Wells Fargo
California
$10.3K +$10.1K +327 New
Morgan Stanley
19
Morgan Stanley
New York
$7.53K
HI
20
Harbour Investments
Wisconsin
$2.65K +$2.61K +84 New
SC
21
Solstein Capital
California
$756