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Global X Adaptive US Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$334K +$9.48K +221 +3%
Brown Advisory
52
Brown Advisory
Maryland
$301K +$289K +6,736 New
CWM
53
Congress Wealth Management
Massachusetts
$271K +$260K +6,070 New
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$236K +$227K +5,285 New
AAS
55
Ameritas Advisory Services
Nebraska
$121K +$116K +2,704 New
IA
56
IFP Advisors
Florida
$69.7K +$66.9K +1,559 New
SA
57
Scarborough Advisors
Maryland
$49.2K +$47.2K +1,100 New
LFG
58
Larson Financial Group
Missouri
$39.6K -$50.3K -1,172 -57%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$34.8K +$15.5K +361 +87%
SPIA
60
Steward Partners Investment Advisory
New York
$32.7K -$1.97K -46 -6%
OSAM
61
O'Shaughnessy Asset Management
Connecticut
$19.6K +$18.8K +439 New
CAL
62
Capital Advisors Ltd
Ohio
$3K
SAM
63
Smartleaf Asset Management
Massachusetts
$354
PFBT
64
Parkside Financial Bank & Trust
Missouri
$313
Morgan Stanley
65
Morgan Stanley
New York
$63 +$43 +1 New
Wells Fargo
66
Wells Fargo
California
$14 -$43 -1 Closed
Two Sigma Investments
67
Two Sigma Investments
New York
-$524K -12,000 Closed
AP
68
Advisors Preferred
Maryland
-$159K -3,652 Closed
SIM
69
Synergy Investment Management
Florida
-$50K -1,145 Closed
LWANC
70
Laurel Wealth Advisors (North Carolina)
North Carolina
-$46.8K -1,071 Closed
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
-$13.1K -300 Closed