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CPTL

Global X Morningstar Capital Allocation Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$258K -$3.6K -100 -1%
IWM
27
IHT Wealth Management
Illinois
$245K -$22.4K -623 -9%
GM
28
GeoWealth Management
Illinois
$236K -$513K -14,247 -69%
ES
29
Eagle Strategies
New York
$224K +$218K +6,055 New
HAS
30
HBW Advisory Services
California
$202K +$324 +9 +0.2%
AF
31
Allworth Financial
California
$133K
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$52.4K +$11.8K +328 +30%
JFGIW
33
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.1K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$35.5K +$5.65K +157 +20%
Osaic Holdings
35
Osaic Holdings
Arizona
$32.1K -$28.5K -792 -48%
TRCT
36
Tower Research Capital (TRC)
New York
$23.8K +$14.8K +412 +178%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$14.3K -$100K -2,785 -88%
Comerica Bank
38
Comerica Bank
Texas
$12.4K
CIAS
39
Capital Investment Advisory Services
North Carolina
$6.03K
ACM
40
Anfield Capital Management
California
$5.58K
Citigroup
41
Citigroup
New York
$3.96K +$252 +7 +7%
HI
42
Harbour Investments
Wisconsin
$3.51K
CFD
43
Creative Financial Designs
Indiana
$2.96K
UBS Group
44
UBS Group
Switzerland
$1.85K -$11.7K -325 -87%
Wells Fargo
45
Wells Fargo
California
$12
GWM
46
Geneos Wealth Management
Colorado
-$47.1K -1,300 Closed