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Essential 40 Stock ETF
ESN

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Vinva Investment Management
1
Vinva Investment Management
Australia
US$ 108 mi +US$ 11,8 mi +618.308 Nova
Sanctuary Advisors
2
Sanctuary Advisors
Indiana
US$ 68,8 mi +US$ 3,23 mi +169.840 +5%
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
US$ 45,2 mi +US$ 7,13 mi +374.816 +20%
Raymond James Financial
4
Raymond James Financial
Florida
US$ 32,7 mi +US$ 2,4 mi +126.182 +8%
UBS Group
5
UBS Group
Switzerland
US$ 19,6 mi +US$ 498 mil +26.181 +3%
Harbour Investments
6
Harbour Investments
Wisconsin
US$ 17,1 mi +US$ 2,52 mi +132.429 +18%
Atria Investments
7
Atria Investments
North Carolina
US$ 13 mi +US$ 905 mil +47.552 +8%
KKM Financial
8
KKM Financial
Illinois
US$ 11,8 mi -US$ 13,7 mil -718 -0,1%
LPL Financial
9
LPL Financial
California
US$ 7,74 mi +US$ 4,71 mi +247.345 +175%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
US$ 4,18 mi +US$ 390 mil +20.493 +11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
US$ 3,47 mi +US$ 3,32 mi +174.308 +17.430.800%
Bank of New York Mellon
12
Bank of New York Mellon
New York
US$ 2,43 mi +US$ 19 +1 +0%
BAS
13
Breakthru Advisory Services
Wisconsin
US$ 2,35 mi -US$ 430 mil -22.580 -16%
PGWA
14
Plus Group Wealth Advisors
Wisconsin
US$ 2,12 mi +US$ 2,03 mi +106.862 Nova
Equitable Holdings
15
Equitable Holdings
New York
US$ 1,84 mi +US$ 590 mil +30.986 +50%
GTS Securities
16
GTS Securities
Florida
US$ 1,73 mi +US$ 641 mil +33.654 +63%
CFCI
17
Comprehensive Financial Consultants Institutional
Indiana
US$ 1,45 mi +US$ 1,39 mi +72.927 Nova
MSWM
18
Mowery & Schoenfeld Wealth Management
Illinois
US$ 1,37 mi +US$ 1,31 mi +68.840 Nova
QPW
19
Quantum Private Wealth
Florida
US$ 1,26 mi +US$ 23,6 mil +1.238 +2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
US$ 1,17 mi +US$ 94,3 mil +4.953 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
US$ 777 mil +US$ 744 mil +39.070 Nova
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
US$ 703 mil -US$ 64,2 mil -3.372 -9%
Allworth Financial
23
Allworth Financial
California
US$ 528 mil -US$ 13,6 mil -714 -3%
GVCM
24
Global View Capital Management
Wisconsin
US$ 220 mil +US$ 211 mil +11.068 Nova
Farther Finance Advisors
25
Farther Finance Advisors
California
US$ 35,8 mil – – –
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