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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
$272K
CW
27
CreativeOne Wealth
Kansas
$272K -$20.2K -537 -7%
IWM
28
IHT Wealth Management
Illinois
$261K +$75 +2 +0%
ES
29
Eagle Strategies
New York
$213K -$23.1K -614 -10%
HAS
30
HBW Advisory Services
California
$188K -$24.3K -645 -12%
AF
31
Allworth Financial
California
$140K
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$42.7K -$12.3K -328 -23%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$41K +$3.31K +88 +9%
JFGIW
34
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.1K
Osaic Holdings
35
Osaic Holdings
Arizona
$32.8K -$1.05K -28 -3%
UBS Group
36
UBS Group
Switzerland
$25.9K +$23K +612 +1,224%
TRCT
37
Tower Research Capital (TRC)
New York
$15.6K -$9.25K -246 -38%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$15K
CIAS
39
Capital Investment Advisory Services
North Carolina
$6.38K
ACM
40
Anfield Capital Management
California
$5.91K
Citigroup
41
Citigroup
New York
$3.91K -$263 -7 -7%
HI
42
Harbour Investments
Wisconsin
$3.72K
CFD
43
Creative Financial Designs
Indiana
$3.13K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
-$329K -8,893 Closed
Jane Street
45
Jane Street
New York
-$287K -7,755 Closed
Comerica Bank
46
Comerica Bank
Texas
-$12.4K -336 Closed