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13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	650SH	$16.5K
2	Advantage Trust Co	Shares	325SH	$8.2K
3	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	276SH	$6.8K
4	Main Street Group, LTD	Shares	258SH	$6.5K
5	Spire Wealth Management	Shares	128SH	$3.2K
6	Cedar Mountain Advisors, LLC	Shares	107SH	$2.7K
7	ELEVATION WEALTH PARTNERS, LLC	Shares	50SH	$1.3K
8	Farther Finance Advisors, LLC	Shares	35SH	$888

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Advantage Trust Co new	Shares	+325	+$8.2K	$8.2K
2	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+215	+$5.5K	$6.8K
3	Spire Wealth Management new	Shares	+128	+$3.2K	$3.2K
4	IFP Advisors, Inc trimmed	Shares	-20	+$2.4K	$16.5K
5	Main Street Group, LTD unchanged	Shares	0	+$1.1K	$6.5K
6	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$468	$2.7K
7	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$219	$1.3K
8	Farther Finance Advisors, LLC unchanged	Shares	0	+$148	$888
9	Sound Income Strategies, LLC exited	Shares	-230	-$4.9K	$0
10	SJS Investment Consulting Inc. exited	Shares	-259	-$5.4K	$0

Filing Research | SIREN ETF TR Institutional Holdings