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WealthTrust DBS Long Term Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WealthTrust Asset Management
Florida
$45.2M +$3.52M +99,539 +8%
SW
2
Simplicity Wealth
New Jersey
$6.7M -$926K -26,216 -12%
NWWA
3
New Wave Wealth Advisors
Arkansas
$3.09M +$73.2K +2,071 +2%
EW
4
Expressive Wealth
Illinois
$994K -$175K -4,949 -16%
GS
5
GTS Securities
Florida
$606K +$632K +17,884 New
AI
6
Atria Investments
North Carolina
$389K +$43.8K +1,240 +12%
SF
7
Summit Financial
New Jersey
$277K -$17.4K -493 -6%
MOS
8
MGO One Seven
Ohio
$224K -$13.4K -379 -5%
JP Morgan Chase
9
JP Morgan Chase
New York
$159K +$170K +4,818 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
-$319K -9,146 Closed
Bank of America
11
Bank of America
North Carolina
-$20.4K -586 Closed
UBS Group
12
UBS Group
Switzerland
-$3.83K -110 Closed