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Goldman Sachs MarketBeta US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$1.4M +$40.9K +668 +3%
GRP
27
Global Retirement Partners
California
$1.04M -$125K -2,044 -11%
PWM
28
Perigon Wealth Management
California
$938K -$612 -10 -0.1%
PAG
29
Private Advisor Group
New Jersey
$896K +$103K +1,689 +14%
WFAG
30
Worth Financial Advisory Group
North Carolina
$792K +$120K +1,968 +19%
PIA
31
Perennial Investment Advisors
California
$751K +$489 +8 +0.1%
AF
32
Allworth Financial
California
$701K -$147K -2,402 -18%
LWA
33
Lantern Wealth Advisors
New York
$503K +$471K +7,703 New
LNC
34
Lincoln National Corp
Pennsylvania
$467K +$437K +7,153 New
AFP
35
Ausdal Financial Partners
Iowa
$432K +$21.5K +351 +6%
HA
36
Herold Advisors
New York
$379K -$11.3M -184,441 -97%
SHIM
37
Stone House Investment Management
Pennsylvania
$317K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$281K -$1.85M -30,307 -88%
RIM
39
Redwood Investment Management
Arizona
$252K -$61.5K -1,006 -21%
SAS
40
SMI Advisory Services
Indiana
$222K
SPIA
41
Steward Partners Investment Advisory
New York
$189K +$177K +2,894 New
Bank of America
42
Bank of America
North Carolina
$120K -$74.2K -1,213 -40%
Comerica Bank
43
Comerica Bank
Texas
$87.3K -$8.07K -132 -9%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$40.3K +$34.5K +564 +1,085%
HI
45
Harbour Investments
Wisconsin
$33.3K
FFA
46
Farther Finance Advisors
California
$25.6K
Wells Fargo
47
Wells Fargo
California
$11.5K +$10.8K +176 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$1.24K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$1.2K +$1.1K +18 New
BC
50
Bartlett & Co
Ohio
$1K +$1.1K +18 New