Unified SER TR

CUSIP: 90470L428 | 8 institutional holders

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Institutional Holders — Q2 2023

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Astoria Portfolio Advisors Llc.69,836

1.0% of portfolio$2.5M

BlackDiamond Wealth Management, LLC38,841

1.2% of portfolio$1.4M

GTS Securities LLC16,592

0.0% of portfolio$579.6K

Citadel Advisors LLC11,371

0.0% of portfolio$397.2K

Old Mission Capital LLC6,059

0.0% of portfolio$211.7K

0.0% of portfolio$419

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Astoria Portfolio Advisors Llc.	69,836	$2.5M	1.0%	ETF	Medium	New York, NY	2023-07-14
BlackDiamond Wealth Management, LLC	38,841	$1.4M	1.2%	Growth	Medium	New York, NY	2023-07-31
GTS Securities LLC	16,592	$579.6K	0.0%	ETF	Very High	New York, NY	2023-08-16
Citadel Advisors LLC	11,371	$397.2K	0.0%	Core	Very High	Miami, FL	2023-08-14
Old Mission Capital LLC	6,059	$211.7K	0.0%	ETF	Very High	Chicago, IL	2023-08-09
UBS Group AG	12	$419	0.0%	Core	Medium	Zurich, Switzerland	2023-08-11
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2023-08-10