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Clockwise U.S. Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Fiduciary Planning
Florida
$1.32M -$1.32M -56,536 -52%
MF
2
Manchester Financial
California
$1.16M +$519K +22,165 +95%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$934K -$16.1K -685 -2%
MOS
4
MGO One Seven
Ohio
$676K +$18.3K +782 +3%
Betterment LLC
5
Betterment LLC
New York
$216K +$199K +8,487 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$92K -$26.3K -1,124 -24%
Citadel Advisors
7
Citadel Advisors
Florida
– -$461K -20,396 Closed
UBS Group
8
UBS Group
Switzerland
– -$20.3K -899 Closed