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Barron's 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.4M +$594K +57,704 +5%
RW
2
RVW Wealth
California
$4.97M -$160K -15,576 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.7M +$1.36M +131,840 +61%
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.21M
Bank of America
5
Bank of America
North Carolina
$1.72M -$142K -13,764 -8%
UBS Group
6
UBS Group
Switzerland
$1.65M -$97K -9,428 -6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.53M +$864K +83,908 +141%
TYCC
8
Texas Yale Capital Corp
Florida
$1.17M
LPL Financial
9
LPL Financial
California
$781K -$45.3K -4,404 -6%
Jane Street
10
Jane Street
New York
$716K -$1.02M -98,692 -60%
9WM
11
9258 Wealth Management
Ohio
$635K +$611K +59,400 New
Citadel Advisors
12
Citadel Advisors
Florida
$476K +$212K +20,596 +86%
HighTower Advisors
13
HighTower Advisors
Illinois
$460K -$12.6K -1,220 -3%
SFS
14
Sowell Financial Services
Arkansas
$402K
RJFSA
15
Raymond James Financial Services Advisors
Florida
$399K +$618 +60 +0.2%
CAN
16
Cetera Advisor Networks
California
$347K -$83.4K -8,108 -20%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$277K -$20K -1,948 -7%
LSPW
18
Lake Street Private Wealth
Illinois
$223K -$7.2K -700 -3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$147K
Wells Fargo
20
Wells Fargo
California
$114K -$34.8K -3,384 -24%
AG
21
Advisor Group
Arizona
$65K -$16.6K -1,612 -21%
SMFS
22
Squar Milner Financial Services
California
$42K +$41.2K +4,000 New
SIC
23
Salem Investment Counselors
North Carolina
$21K
Citigroup
24
Citigroup
New York
$17K
APWM
25
Atlas Private Wealth Management
New York
$12K +$11.3K +1,100 New