We are live on ! Find out more
IDEQ

Lazard International Dynamic Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$85M +$24.9M +723,550 +43%
Raymond James Financial
2
Raymond James Financial
Florida
$60.6M +$36.7M +1,063,754 +160%
NFA
3
Northwest Financial Advisors
Virginia
$58.8M +$57.8M +1,676,055 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$55.1M +$2.02M +58,576 +4%
CBU
5
CIBC Bancorp USA
Illinois
$40.8M +$40.3M +1,168,787 New
TF
6
Tompkins Financial
New York
$30.5M +$30M +869,425 New
SCA
7
Snowden Capital Advisors
New York
$21.9M +$21.5M +624,788 New
DWM
8
Denver Wealth Management
Colorado
$19.7M +$4.54M +131,812 +31%
AWAP
9
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$16M +$15.7M +455,384 New
Jones Financial Companies
10
Jones Financial Companies
Missouri
$15.9M +$5.55M +160,916 +54%
NS
11
Northland Securities
Minnesota
$14.5M +$14.2M +412,738 New
JF
12
JSF Financial
California
$14.3M +$14.1M +409,180 New
PWM
13
Pinnacle Wealth Management
California
$14.2M -$1.62M -46,979 -10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.1M +$8.49M +246,366 +194%
NG
15
Navigation Group
California
$11.7M +$11.5M +334,968 New
MFP
16
Meridian Financial Partners
Virginia
$11.1M +$2.53M +73,545 +30%
MAG
17
Members Advisory Group
New York
$10.9M +$4.72M +136,871 +79%
WWM
18
Western Wealth Management
Colorado
$10.8M +$3.74M +108,472 +54%
PB
19
Prosperity Bancshares
Texas
$10.8M +$2.44M +70,785 +30%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$10.6M +$8.88M +257,803 +579%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.63M +$116K +3,374 +1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$8.79M +$8.48M +246,206 +5,540%
Wells Fargo
23
Wells Fargo
California
$7.43M +$7.3M +211,736 New
PWM
24
Provident Wealth Management
Tennessee
$6.12M +$632K +18,330 +12%
SPC
25
Sigma Planning Corp
Michigan
$5.95M +$763K +22,147 +15%