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Applied Finance Valuation Large Cap ETF
VSLU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1
Crestwood Advisors Group
Massachusetts
$48.1M +$634K +17,627 +1%
NCM
2
Novare Capital Management
North Carolina
$28.7M +$375K +10,420 +1%
NDSI
3
Newman Dignan & Sheerar Inc
Rhode Island
$27M +$24.8M +688,643 New
WG
4
Watchman Group
Texas
$24.1M +$1.04M +28,900 +5%
JCM
5
Jacobi Capital Management
Pennsylvania
$15.3M +$2.1M +58,398 +18%
FB
6
Fulton Bank
Pennsylvania
$10.2M +$764K +21,233 +9%
APW
7
Acima Private Wealth
Virginia
$9.13M +$1.01M +28,146 +14%
AP
8
Atwood & Palmer
Missouri
$8.18M +$14.8K +412 +0.2%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.26M -$4.17M -115,933 -42%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$5.92M -$286K -7,955 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.99M +$42.4K +1,178 +0.9%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.89M +$87.8K +2,440 +2%
EWA
13
EverSource Wealth Advisors
Alabama
$4.06M -$270K -7,494 -7%
C
14
Croban
Ohio
$3.59M -$33.4K -928 -1%
CMS
15
Capital Market Strategies
Florida
$3.53M -$43.2K -1,202 -1%
AEPWM
16
Atlantic Edge Private Wealth Management
Florida
$3.01M +$319K +8,855 +13%
AFCM
17
Applied Finance Capital Management
Puerto Rico
$2.78M +$2.57M +71,387 New
ASN
18
Advisory Services Network
Georgia
$2.46M -$33.9K -942 -2%
OFO
19
OneAscent Family Office
Alabama
$2.37M – – –
CWMP
20
Clarion Wealth Managment Partners
Virginia
$1.87M +$1.72M +47,787 New
GCM
21
Gibraltar Capital Management
Oklahoma
$1.29M +$14.5K +404 +1%
UBS Group
22
UBS Group
Switzerland
$949K -$73.2K -2,035 -8%
GS
23
GTS Securities
Florida
$945K +$868K +24,128 New
Goldman Sachs
24
Goldman Sachs
New York
$850K +$781K +21,723 New
CWS
25
Confluence Wealth Services
Pennsylvania
$822K +$14.5K +404 +2%
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