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CAPD

iPath Shiller CAPE ETN

Delisted

CAPD was delisted on the 11th of October, 2022.

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.05M +$126K +5,702 +14%
WWM
27
Western Wealth Management
Colorado
$986K +$955K +43,200 New
TW
28
Transform Wealth
Colorado
$952K -$4.43M -200,564 -83%
TSWM
29
Tyler-Stone Wealth Management
Ohio
$892K +$866K +39,190 New
SWA
30
Stratos Wealth Advisors
Ohio
$780K -$176K -7,953 -19%
FEG
31
Financial Enhancement Group
Indiana
$771K -$70.3K -3,179 -9%
AWA
32
Arete Wealth Advisors
Illinois
$509K +$116K +5,231 +30%
RIA
33
Realta Investment Advisors
Delaware
$481K +$158K +7,162 +51%
CA
34
Cetera Advisors
Colorado
$464K
AAS
35
Avantax Advisory Services
Texas
$362K -$300K -13,565 -46%
AIA
36
Armor Investment Advisors
North Carolina
$354K
Northern Trust
37
Northern Trust
Illinois
$347K
DIA
38
Dana Investment Advisors
Wisconsin
$313K +$304K +13,758 New
ASN
39
Advisory Services Network
Georgia
$310K +$301K +13,633 New
MFA
40
Morling Financial Advisors
California
$278K +$269K +12,193 New
CA
41
CoreCap Advisors
Michigan
$254K +$246K +11,144 New
YIA
42
YHB Investment Advisors
Connecticut
$235K +$229K +10,340 New
SWM
43
Sugarloaf Wealth Management
Georgia
$230K
AC
44
Anson Capital
Georgia
$227K +$238K +10,755 New
LTI
45
Laffer Tengler Investments
Tennessee
$200K
CFD
46
Creative Financial Designs
Indiana
$137K
AA
47
Ancora Advisors
Ohio
$102K
GWM
48
Geneos Wealth Management
Colorado
$94K
Morgan Stanley
49
Morgan Stanley
New York
$89K
EIP
50
Ellis Investment Partners
Pennsylvania
$64K +$36.5K +1,650 +138%