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GRNY

FundStrat Granny Shots US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Howard Capital Management
Georgia
$163M +$170M +6,826,600 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$140M +$14M +560,219 +11%
Raymond James Financial
3
Raymond James Financial
Florida
$125M +$49.2M +1,974,972 +60%
CI
4
Clal Insurance
Israel
$54.9M
HighTower Advisors
5
HighTower Advisors
Illinois
$46.8M -$1.57M -63,236 -3%
LPL Financial
6
LPL Financial
California
$38.1M +$11.9M +479,407 +43%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34.5M +$26.4M +1,059,873 +276%
TA
8
TrueWealth Advisors
Alabama
$33.7M +$2.25M +90,510 +7%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$31.8M -$115M -4,601,006 -78%
VVP
10
Venture Visionary Partners
Ohio
$31.4M +$10M +402,870 +44%
SFO
11
Stenger Family Office
Illinois
$31M +$589K +23,667 +2%
SFG
12
Socha Financial Group
New York
$28.7M +$1.46M +58,620 +5%
DWM
13
Diversify Wealth Management
Utah
$27.8M +$26.5M +1,063,048 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$26.8M +$2.2M +88,249 +9%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$25.9M +$4.26M +171,035 +19%
RWP
16
Reliant Wealth Planning
Kentucky
$24.4M +$1.08M +43,518 +4%
MIH
17
Meitav Investment House
Israel
$21.8M
MML Investors Services
18
MML Investors Services
Massachusetts
$19.7M -$1.73M -69,470 -8%
SMC
19
Smith, Moore & Co
Missouri
$18.7M +$319K +12,792 +2%
PWM
20
Pinnacle Wealth Management
California
$18.4M -$1.09M -43,812 -5%
ACP
21
Arcus Capital Partners
Georgia
$17.7M +$1.36M +54,531 +8%
Morgan Stanley
22
Morgan Stanley
New York
$17.4M +$17.8M +714,814 +4,460%
NA
23
NewEdge Advisors
Louisiana
$17.2M +$946K +37,995 +6%
SPWG
24
Sage Private Wealth Group
Illinois
$16.4M -$37.5K -1,505 -0.2%
KHLMVGHM
25
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$16.2M