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CPTL

Global X Morningstar Capital Allocation Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$231K -$86.1K -2,200 -26%
ES
27
Eagle Strategies
New York
$226K +$32.3K +825 +16%
GIA
28
Gladstone Institutional Advisory
Florida
$223K -$633K -16,166 -73%
HAS
29
HBW Advisory Services
California
$208K -$4.97K -127 -2%
UBS Group
30
UBS Group
Switzerland
$146K +$115K +2,943 +305%
MAFA
31
MJT & Associates Financial Advisory
Minnesota
$114K +$120K +3,067 New
Fidelity Investments
32
Fidelity Investments
Massachusetts
$93.1K -$3.25K -83 -3%
FFA
33
Farther Finance Advisors
California
$42.5K +$157 +4 +0.4%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$40.6K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$14.3K
AWM
36
AE Wealth Management
Kansas
$12.3K
MCM
37
MAI Capital Management
Ohio
$10.7K +$78 +2 +0.7%
ACM
38
Anfield Capital Management
California
$5.63K
SS
39
SBI Securities
Japan
$5.4K -$157 -4 -3%
Citigroup
40
Citigroup
New York
$3.73K -$196 -5 -5%
HI
41
Harbour Investments
Wisconsin
$3.54K
CFD
42
Creative Financial Designs
Indiana
$2.98K
Wells Fargo
43
Wells Fargo
California
$18 -$489K -12,501 Closed
Goldman Sachs
44
Goldman Sachs
New York
-$3.71M -95,037 Closed
IAA
45
Independent Advisor Alliance
North Carolina
-$3.52M -90,094 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
-$710K -18,158 Closed
Citadel Advisors
47
Citadel Advisors
Florida
-$324K -8,295 Closed
AF
48
Allworth Financial
California
-$145K -3,581 Closed
JFGIW
49
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$40.2K -1,000 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$15.1K -387 Closed