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BKCG

BNY Mellon Concentrated Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$6.6M -$39.2K -1,234 -0.6%
Wells Fargo
2
Wells Fargo
California
$1.98M +$1.82M +57,286 New
LPL Financial
3
LPL Financial
California
$1.48M -$144K -4,542 -10%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.32M -$124K -3,888 -9%
KWM
5
Kaydan Wealth Management
Michigan
$699K +$642K +20,193 New
SFS
6
Symphony Financial Services
Ohio
$532K -$8.33K -262 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$530K +$487K +15,305 New
Raymond James Financial
8
Raymond James Financial
Florida
$354K +$326K +10,237 New
Morgan Stanley
9
Morgan Stanley
New York
$339K +$5.21K +164 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$335K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$295K +$110K +3,467 +68%
UBS Group
12
UBS Group
Switzerland
$231K +$124K +3,884 +138%
SOS
13
Silver Oak Securities
Tennessee
$215K +$198K +6,217 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$190K +$142K +4,478 +437%
CWP
15
Concord Wealth Partners
Virginia
$180K -$541 -17 -0.3%
CA
16
CoreCap Advisors
Michigan
$145K +$133K +4,189 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$49.9K -$24.7K -777 -35%
EH
18
Equitable Holdings
New York
$44.9K -$1.08K -34 -0.3%
GSWM
19
Golden State Wealth Management
California
$34.4K – – –
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$34.3K +$31.5K +991 New
GRP
21
Global Retirement Partners
California
$30.3K +$27.9K +876 New
MCM
22
MAI Capital Management
Ohio
$23.4K – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$11.4K -$57.7K -1,816 -85%
OIA
24
OneDigital Investment Advisors
Kansas
– -$333K -10,796 Closed
IWP
25
IAG Wealth Partners
Wisconsin
– -$22.1K -717 Closed