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CPTL

Global X Morningstar Capital Allocation Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
26
HBW Advisory Services
California
$136K -$102K -2,331 -43%
MAFA
27
MJT & Associates Financial Advisory
Minnesota
$116K
FFA
28
Farther Finance Advisors
California
$67.3K +$263 +6 +0.4%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$66.4K +$3.59K +82 +6%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$47.3K
SAG
31
SageView Advisory Group
California
$39.6K +$40K +913 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$16.7K
FHA
33
Flagship Harbor Advisors
Massachusetts
$15.1K +$15.1K +346 New
RF
34
Rossby Financial
Florida
$13.3K -$263 -6 -2%
MCM
35
MAI Capital Management
Ohio
$12.5K
Citigroup
36
Citigroup
New York
$4.39K +$44 +1 +1%
SS
37
SBI Securities
Japan
$4.17K -$1.4K -32 -25%
HI
38
Harbour Investments
Wisconsin
$4.13K
CFD
39
Creative Financial Designs
Indiana
$3.47K
UBS Group
40
UBS Group
Switzerland
$2.78K +$2.8K +64 New
LI
41
LRI Investments
Florida
$2K
CW
42
Curio Wealth
Maryland
$449
Wells Fargo
43
Wells Fargo
California
$17
ECA
44
Elevation Capital Advisory
Oregon
-$8.3M -192,285 Closed
FIM
45
Freedom Investment Management
Connecticut
-$752K -17,426 Closed
Jane Street
46
Jane Street
New York
-$462K -10,705 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$155K -3,596 Closed
PS
48
Principal Securities
Iowa
-$5.48K -127 Closed
AWM
49
AE Wealth Management
Kansas
-$86 -2 Closed