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icono de MFSV

MFS Active Value ETF
MFSV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 163 M +USD 31.4 M +1,131,449 +25%
Jones Financial Companies
2
Jones Financial Companies
Missouri
USD 41.1 M +USD 16.8 M +603,980 +71%
PRRFG
3
Paul R. Ried Financial Group
Washington
USD 32.5 M +USD 5 M +180,040 +19%
SWM
4
SFG Wealth Management
Maryland
USD 31.4 M +USD 4.61 M +165,926 +18%
Arkadios Wealth Advisors
5
Arkadios Wealth Advisors
Georgia
USD 29 M +USD 4.37 M +157,481 +18%
Bank of America
6
Bank of America
North Carolina
USD 21.6 M +USD 6.04 M +217,439 +40%
Private Advisor Group
7
Private Advisor Group
New Jersey
USD 16.8 M -USD 6.44 M -231,895 -28%
Raymond James Financial
8
Raymond James Financial
Florida
USD 15.3 M +USD 6.85 M +246,754 +86%
Apollon Wealth Management
9
Apollon Wealth Management
South Carolina
USD 10.2 M +USD 1.12 M +40,189 +13%
&Partners
10
&Partners
Tennessee
USD 10 M +USD 167 k +6,010 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 9.7 M +USD 197 k +7,080 +2%
PW
12
Potentia Wealth
California
USD 7.65 M +USD 7.43 M +267,667 Nuevas
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 6.07 M +USD 1.31 M +47,027 +28%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
USD 4.6 M +USD 919 k +33,122 +26%
WWA
15
WCG Wealth Advisors
Nevada
USD 3.53 M +USD 3.43 M +123,636 Nuevas
Savvy Advisors Inc
16
Savvy Advisors Inc
New York
USD 3.49 M +USD 3.39 M +122,050 Nuevas
Keating Financial Advisory Services
17
Keating Financial Advisory Services
Kansas
USD 2.88 M +USD 149 k +5,372 +6%
BWA
18
BlueChip Wealth Advisors
Georgia
USD 2.61 M +USD 1.48 M +53,199 +139%
Advisory Services Network
19
Advisory Services Network
Georgia
USD 2.4 M +USD 213 k +7,683 +10%
Stifel Financial
20
Stifel Financial
Missouri
USD 2.37 M +USD 777 k +27,991 +51%
MJFG
21
Mars Jewett Financial Group
Washington
USD 2.28 M -USD 109 k -3,918 -5%
Kingsview Wealth Management
22
Kingsview Wealth Management
Oregon
USD 2.23 M +USD 932 k +33,582 +76%
Equitable Holdings
23
Equitable Holdings
New York
USD 1.68 M -USD 35.2 k -1,270 -2%
PFG
24
Prosperity Financial Group
California
USD 1.63 M -USD 11.1 k -401 -0.7%
Goldman Sachs
25
Goldman Sachs
New York
USD 1.63 M +USD 1.07 M +38,526 +208%
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