| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Hantz Financial Services, Inc. | 225,194 | 63,308 | 2,477,584.39 | 0.0377 | 0.0124 | 09/30/2025 |
| 2 | NBC Securities, Inc. | 44,542 | 44,542 | 490,051.08 | 0.0376 | 0.0025 | 06/30/2025 |
| 3 | RhumbLine Advisers LP | 31,138 | -2,735 | 342,580.28 | 0.0003 | 0.0017 | 06/30/2025 |
| 4 | Causeway Capital Management LLC | 18,017 | 18,017 | 198,223.03 | 0.0004 | 0.001 | 10/31/2025 |
| 5 | SG Trading Solutions LLC | 10,863 | 10,863 | 119,514.73 | 0.1544 | 0.0006 | 10/31/2025 |
| 6 | ShariaPortfolio, Inc. | 9,036 | 2,663 | 99,414.07 | 0.0325 | 0.0005 | 10/31/2025 |
| 7 | GAMMA Investing LLC | 8,740 | 3,885 | 96,157.48 | 0.0053 | 0.0005 | 09/30/2025 |
| 8 | Brooklyn Investment Group LLC | 2,229 | 2,229 | 24,523.46 | 0.0031 | 0.0001 | 06/30/2025 |
| 9 | Salomon & Ludwin LLC | 817 | 817 | 8,988.63 | 0.0008 | 0 | 09/30/2025 |
| 10 | Steigerwald, Gordon & Koch, Inc. | 301 | 301 | 3,311.6 | 0.0003 | 0 | 09/30/2025 |
| 11 | Wealth Preservation Advisors LLC | 224 | 224 | 2,464.45 | 0.0013 | 0 | 06/30/2025 |
| 12 | PNC Investments LLC | 56 | -1 | 616.11 | 0 | 0 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | ActivePassive International Equity ETF | 18,017 | 18,017 | 198,223.03 | 0.0211 | 0.001 | 10/31/2025 |
| 2 | SGI Enhanced Global Income ETF | 10,863 | 10,863 | 119,514.73 | 0.1532 | 0.0006 | 10/31/2025 |
| 3 | SP Funds S&P World (ex-US) ETF | 9,036 | 2,663 | 99,414.07 | 0.121 | 0.0005 | 10/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Hantz Financial Services, Inc. | 225,194 | 63,308 | 2,477,584.39 | 0.0377 | 0.0124 | 09/30/2025 |
| 2 | NBC Securities, Inc. | 44,542 | 44,542 | 490,051.08 | 0.0376 | 0.0025 | 06/30/2025 |
| 3 | Causeway Capital Management LLC | 18,017 | 18,017 | 198,223.03 | 0.0004 | 0.001 | 10/31/2025 |
| 4 | SG Trading Solutions LLC | 10,863 | 10,863 | 119,514.73 | 0.1544 | 0.0006 | 10/31/2025 |
| 5 | GAMMA Investing LLC | 8,740 | 3,885 | 96,157.48 | 0.0053 | 0.0005 | 09/30/2025 |
| 6 | ShariaPortfolio, Inc. | 9,036 | 2,663 | 99,414.07 | 0.0325 | 0.0005 | 10/31/2025 |
| 7 | Brooklyn Investment Group LLC | 2,229 | 2,229 | 24,523.46 | 0.0031 | 0.0001 | 06/30/2025 |
| 8 | Salomon & Ludwin LLC | 817 | 817 | 8,988.63 | 0.0008 | 0 | 09/30/2025 |
| 9 | Steigerwald, Gordon & Koch, Inc. | 301 | 301 | 3,311.6 | 0.0003 | 0 | 09/30/2025 |
| 10 | Wealth Preservation Advisors LLC | 224 | 224 | 2,464.45 | 0.0013 | 0 | 06/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Johnson Investment Counsel, Inc. | 0 | -10,300 | 0 | 0 | 0 | |
| 2 | RhumbLine Advisers LP | 31,138 | -2,735 | 342,580.28 | 0.0003 | 0.0017 | 06/30/2025 |
| 3 | Cambria Investment Management LP | 0 | -53 | 0 | 0 | 0 | |
| 4 | PNC Investments LLC | 56 | -1 | 616.11 | 0 | 0 | 06/30/2025 |
Data provided by FactSet Research Systems Inc.