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EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
151
Betterment LLC
New York
$227K +$206K +10,794 New
MC
152
Miramontes Capital
California
$221K +$201K +10,499 New
GWM
153
Greenwich Wealth Management
Connecticut
$221K +$200K +10,490 New
TI
154
Trexquant Investment
Connecticut
$219K -$177K -9,245 -47%
CA
155
Calton & Associates
Florida
$216K +$196K +10,285 New
AC
156
Avestar Capital
New York
$216K +$196K +10,241 New
PPW
157
Pasadena Private Wealth
California
$216K – – –
HIP
158
HUB Investment Partners
Texas
$212K +$192K +10,070 New
OFA
159
Oak Family Advisors
Illinois
$211K +$191K +10,000 New
RMP
160
Richards, Merrill & Peterson
Washington
$205K +$186K +9,720 New
CFP
161
Curran Financial Partners
South Carolina
$204K +$185K +9,705 New
Corient Private Wealth
162
Corient Private Wealth
Florida
$201K +$182K +9,554 New
P
163
&Partners
Tennessee
$194K +$197K +10,334 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$173K +$129K +6,738 +449%
AAP
165
Arax Advisory Partners
Colorado
$162K +$142K +7,443 +3,222%
IFWM
166
Institute for Wealth Management
Colorado
$106K +$96.5K +5,050 New
MS
167
Monetary Solutions
Ohio
$86.1K +$78.1K +4,090 New
GRP
168
Global Retirement Partners
California
$85K +$77.1K +4,038 New
GSWM
169
Golden State Wealth Management
California
$84.3K +$76.5K +4,007 New
CFD
170
Creative Financial Designs
Indiana
$81.1K +$39.2K +2,051 +114%
HI
171
Harbour Investments
Wisconsin
$72.4K +$24K +1,255 +57%
CT
172
Clearstead Trust
Maine
$71K +$64.5K +3,375 New
AIP
173
Ameritas Investment Partners
Nebraska
$68.1K +$61.8K +3,235 New
WPWM
174
Western Pacific Wealth Management
Illinois
$67.8K – – –
CA
175
Continuum Advisory
Idaho
$60.1K +$54.5K +2,855 New