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MFS Active Core Plus Bond ETF
MFSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 151 M +USD 30.5 M +1,221,698 +25%
WWA
2
WCG Wealth Advisors
Nevada
USD 51.5 M +USD 9.4 M +376,249 +22%
Confluence Wealth Services
3
Confluence Wealth Services
Pennsylvania
USD 29.1 M +USD 1.12 M +44,887 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
USD 26.2 M +USD 7.78 M +311,619 +42%
Marshall Financial Group (Maryland)
5
Marshall Financial Group (Maryland)
Maryland
USD 25.7 M +USD 1.53 M +61,140 +6%
Exchange Traded Concepts
6
Exchange Traded Concepts
Oklahoma
USD 20.9 M +USD 1.52 M +60,840 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
USD 12.8 M +USD 206 k +8,261 +2%
Raymond James Financial
8
Raymond James Financial
Florida
USD 12.2 M +USD 5.62 M +224,794 +86%
Private Advisor Group
9
Private Advisor Group
New Jersey
USD 11.9 M +USD 11 M +441,913 +1,265%
FA
10
Fermata Advisors
California
USD 11.5 M -USD 277 k -11,074 -2%
Natixis Advisors
11
Natixis Advisors
Massachusetts
USD 6.25 M +USD 1.81 M +72,549 +41%
JRSI
12
Jeter Robert S II
USD 5.79 M +USD 117 k +4,679 +2%
MIM
13
Marshall Investment Management
Colorado
USD 4.48 M -USD 35.8 k -1,432 -0.8%
FZCM
14
Flynn Zito Capital Management
New York
USD 4.09 M -USD 11.9 k -477 -0.3%
&Partners
15
&Partners
Tennessee
USD 3.94 M +USD 2.71 M +108,398 +218%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
USD 3.5 M -USD 2.63 M -105,089 -43%
Osaic Holdings
17
Osaic Holdings
Arizona
USD 2.84 M +USD 176 k +7,053 +7%
JP Morgan Chase
18
JP Morgan Chase
New York
USD 2.82 M +USD 194 k +7,782 +7%
Integrated Wealth Concepts
19
Integrated Wealth Concepts
Massachusetts
USD 2.76 M +USD 131 k +5,239 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
USD 2.29 M +USD 239 k +9,554 +12%
Jane Street
21
Jane Street
New York
USD 1.94 M +USD 1.57 M +62,866 +423%
Truist Financial
22
Truist Financial
North Carolina
USD 1.69 M -USD 238 k -9,537 -12%
Stifel Financial
23
Stifel Financial
Missouri
USD 1.66 M +USD 1.67 M +66,758 Nuevas
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 1.45 M +USD 477 k +19,091 +49%
Kingsview Wealth Management
25
Kingsview Wealth Management
Oregon
USD 1.44 M +USD 579 k +23,196 +67%
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