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ActivePassive US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$507K +$115K +3,320 +33%
Morgan Stanley
27
Morgan Stanley
New York
$492K -$123K -3,531 -21%
CC
28
Courier Capital
New York
$401K +$370K +10,666 New
FA
29
Flagstar Advisors
New York
$384K +$20.1K +580 +6%
IFG
30
Independent Financial Group
California
$294K +$5.9K +170 +2%
Citadel Advisors
31
Citadel Advisors
Florida
$225K +$207K +5,974 New
Goldman Sachs
32
Goldman Sachs
New York
$208K +$193K +5,544 New
KAS
33
Kestra Advisory Services
Texas
$204K +$189K +5,428 New
GWM
34
Geneos Wealth Management
Colorado
$158K -$28.4K -817 -16%
PB
35
Pinnacle Bancorp
Nebraska
$156K
AWM
36
AE Wealth Management
Kansas
$155K +$143K +4,121 New
CIAS
37
Capital Investment Advisory Services
North Carolina
$87.9K
Raymond James Financial
38
Raymond James Financial
Florida
$72.8K +$67.2K +1,935 New
IA
39
IFP Advisors
Florida
$69.7K +$2.15K +62 +3%
NA
40
NewEdge Advisors
Louisiana
$63.8K
AssetMark Inc
41
AssetMark Inc
California
$56.3K +$16K +460 +44%
IRC
42
Investors Research Corp
Georgia
$43.3K
FFO
43
Fortitude Family Office
Arizona
$12.6K +$11.6K +335 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$5.64K -$104 -3 -2%
OP
45
ORG Partners
Indiana
$4.55K +$4.2K +121 New
UBS Group
46
UBS Group
Switzerland
$4.44K -$1.12M -32,356 -100%
KIM
47
Kestra Investment Management
Texas
-$815K -23,974 Closed
Jane Street
48
Jane Street
New York
-$712K -20,956 Closed
CSC
49
Caldwell Sutter Capital
California
-$120K -3,523 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$35.1K -1,034 Closed