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MFS Active Intermediate Muni Bond ETF
MFSM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 19.7 M -USD 1.48 M -58,865 -7%
Jones Financial Companies
2
Jones Financial Companies
Missouri
USD 6.54 M +USD 4.56 M +181,749 +236%
Raymond James Financial
3
Raymond James Financial
Florida
USD 6.43 M +USD 5.3 M +211,455 +482%
Natixis Advisors
4
Natixis Advisors
Massachusetts
USD 2.62 M +USD 1.83 M +72,777 +232%
FAS Wealth Partners
5
FAS Wealth Partners
Kansas
USD 1.81 M +USD 104 k +4,135 +6%
Bay Colony Advisors
6
Bay Colony Advisors
Massachusetts
USD 1.77 M +USD 1.77 M +70,443 Nuevas
Kestra Private Wealth Services
7
Kestra Private Wealth Services
Texas
USD 1.57 M +USD 1.4 k +56 +0.1%
Laurel Oak Wealth Management
8
Laurel Oak Wealth Management
New Jersey
USD 1.31 M – – –
PWM
9
Platt Wealth Management
California
USD 1.02 M +USD 90.3 k +3,600 +10%
LWMNY
10
Landmark Wealth Management (New York)
New York
USD 688 k -USD 3.84 k -153 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
USD 578 k +USD 576 k +22,957 Nuevas
Private Advisor Group
12
Private Advisor Group
New Jersey
USD 501 k +USD 124 k +4,942 +33%
Aspen Grove Capital
13
Aspen Grove Capital
Colorado
USD 404 k +USD 401 k +16,000 Nuevas
Marshall Financial Group (Maryland)
14
Marshall Financial Group (Maryland)
Maryland
USD 387 k – – –
Kingsview Wealth Management
15
Kingsview Wealth Management
Oregon
USD 370 k +USD 369 k +14,702 Nuevas
CRA Financial Services
16
CRA Financial Services
New Jersey
USD 315 k – – –
Jane Street
17
Jane Street
New York
USD 217 k -USD 554 k -22,085 -72%
Steward Partners Investment Advisory
18
Steward Partners Investment Advisory
New York
USD 121 k +USD 18.1 k +722 +18%
GSEP
19
Golden State Equity Partners
California
– -USD 783 k -31,500 Cerradas
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
– -USD 381 k -15,321 Cerradas