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Kovitz Core Equity ETF
EQTY
EQTY
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Kovitz Investment Group Partners
Chicago,
Illinois
| $1.17B | -$420K | -16,388 | -0% |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4.28M | +$532K | +20,726 | +14% |
|
3
Focus Partners Wealth
Boston,
Massachusetts
| $2.34M | – | – | – |
|
|
GS
4
GTS Securities
Miami,
Florida
| $1.15M | -$474K | -18,479 | -29% |
|
5
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.09M | +$888K | +34,611 | +431% |
|
6
UBS Group
Zurich,
Switzerland
| $683K | -$1.1M | -43,057 | -62% |
|
|
SG
7
StoneX Group
New York
| $354K | +$353K | +13,782 | New |
|
8
Northern Trust
Chicago,
Illinois
| $281K | – | – | – |
|
9
Morgan Stanley
New York
| $100K | +$26 | +1 | +0% |
|
|
GEA
10
Glen Eagle Advisors
Kingston,
New Jersey
| $42.1K | – | – | – |
|
|
GSWM
11
Golden State Wealth Management
Santa Ana,
California
| $6.57K | – | – | – |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $6.31K | – | – | – |
|
13
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$587K | -23,459 | Closed |
|