Global X Morningstar Capital Allocation Leaders ETF

CPTL

Capitalización de mercado USD 112 M

#	Nombre	Posición	Valor operado	Cambio en acciones	Cambio en la participación
26	26 Creative Planning Overland Park, Kansas	USD 234 k	–	–	–
27	RW 27 Rede Wealth Charlottesville, Virginia	USD 211 k	+USD 207 k	+4,485	Nuevas
28	MAFA 28 MJT & Associates Financial Advisory Monteviceo, Minnesota	USD 131 k	+USD 5.72 k	+124	+5%
29	29 Farther Finance Advisors San Francisco, California	USD 73.7 k	–	–	–
30	30 Fidelity Investments Boston, Massachusetts	USD 69.4 k	-USD 4.47 k	-97	-6%
31	RF 31 Rossby Financial Melbourne, Florida	USD 51.7 k	+USD 3.92 k	+85	+8%
32	32 Northwestern Mutual Wealth Management Milwaukee, Wisconsin	USD 51.2 k	–	–	–
33	APFP 33 Action Point Financial Planning Grand Rapids, Michigan	USD 43.4 k	+USD 42.5 k	+923	Nuevas
34	34 Bank of Montreal Toronto, Ontario, Canada	USD 18.1 k	–	–	–
35	OAG 35 Oakmont Advisory Group Albuquerque, New Mexico	USD 11.9 k	+USD 11.7 k	+254	Nuevas
36	36 Wells Fargo San Francisco, California	USD 9.4 k	–	–	–
37	37 PNC Financial Services Group Pittsburgh, Pennsylvania	USD 9.4 k	+USD 9.22 k	+200	Nuevas
38	38 Citigroup New York	USD 4.7 k	–	–	–
39	39 SBI Securities Tokyo, Japan	USD 4.7 k	–	–	–
40	40 Harbour Investments Madison, Wisconsin	USD 4.46 k	–	–	–
41	41 Creative Financial Designs Kokomo, Indiana	USD 3.76 k	–	–	–
42	42 LRI Investments Palm Beach Gardens, Florida	USD 2.16 k	–	–	–
43	43 Independent Advisor Alliance Charlotte, North Carolina	–	-USD 2.29 M	-55,025	Cerradas
44	GSEP 44 Golden State Equity Partners South Coast Metro, California	–	-USD 70 k	-1,684	Cerradas
45	45 MAI Capital Management Independence, Ohio	–	-USD 12.3 k	-295	Cerradas
46	CW 46 Curio Wealth Annapolis, Maryland	–	-USD 415	-10	Cerradas

Global X Morningstar Capital Allocation Leaders ETF CPTL Capitalización de mercado USD 112 M

Global X Morningstar Capital Allocation Leaders ETF

CPTL

Capitalización de mercado USD 112 M