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CPTL

Global X Morningstar Capital Allocation Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$263K +$259K +8,122 New
RW
27
Rede Wealth
Virginia
$243K
HGWM
28
Harvest Group Wealth Management
Massachusetts
$232K -$1.7M -53,320 -88%
Stifel Financial
29
Stifel Financial
Missouri
$222K
SCA
30
Snowden Capital Advisors
New York
$209K
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K
HNB
32
Huntington National Bank
Ohio
$103K
GWM
33
Geneos Wealth Management
Colorado
$48K
UBS Group
34
UBS Group
Switzerland
$42K +$41.2K +1,294 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$41K
TWM
36
Tradition Wealth Management
Minnesota
$40K +$286 +9 +0.7%
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$30K +$30.2K +950 New
GM
38
GeoWealth Management
Illinois
$21K -$156K -4,894 -88%
Citigroup
39
Citigroup
New York
$4K +$891 +28 +28%
CFD
40
Creative Financial Designs
Indiana
$3K
BW
41
Bison Wealth
Georgia
$2K
Baird Financial Group
42
Baird Financial Group
Wisconsin
-$547K -15,883 Closed
NA
43
NewEdge Advisors
Louisiana
-$398K -11,553 Closed
WOSD
44
WFA of San Diego
California
-$386K -11,212 Closed
HAS
45
HBW Advisory Services
California
-$304K -8,832 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
-$223K -6,469 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$215K -6,241 Closed
Creative Planning
48
Creative Planning
Kansas
-$211K -6,120 Closed
AF
49
Advisornet Financial
Minnesota
-$82K -2,375 Closed
Wells Fargo
50
Wells Fargo
California
-$32 -1 Closed