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State Street SPDR S&P Kensho New Economies Composite ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Stratos Wealth Advisors
Ohio
$532K +$512K +12,418 New
BOM
27
Bank of Marin
California
$342K
CWM
28
Cabot Wealth Management
Massachusetts
$300K
HighTower Advisors
29
HighTower Advisors
Illinois
$297K -$47K -1,140 -14%
SFSIG
30
San Francisco Sentry Investment Group
California
$239K +$204K +4,945 +798%
CA
31
Continuum Advisory
Idaho
$239K +$226K +5,481 New
GVAG
32
Great Valley Advisor Group
Delaware
$237K -$33K -799 -13%
GWM
33
Geneos Wealth Management
Colorado
$219K +$51.6K +1,250 +31%
OPS
34
Orion Portfolio Solutions
Nebraska
$213K +$1.03K +25 +0.5%
PA
35
PFG Advisors
Arizona
$208K +$189K +4,568 New
RIA
36
RPG Investment Advisory
California
$123K
Morgan Stanley
37
Morgan Stanley
New York
$72K +$52.3K +1,267 +305%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$56K +$52.1K +1,262 +2,576%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$33K
PFS
40
Prospera Financial Services
Texas
$30K +$28.9K +700 New
MF
41
Manchester Financial
California
$21K -$2.02K -49 -9%
Wells Fargo
42
Wells Fargo
California
$18K +$17.5K +424 +42,400%
PGAM
43
Princeton Global Asset Management
New Jersey
$17K
NSIM
44
North Star Investment Management
Illinois
$15K
PB
45
Pinnacle Bancorp
Nebraska
$15K +$14.7K +356 New
AssetMark Inc
46
AssetMark Inc
California
$14K +$13.2K +320 New
MFT
47
Moisand Fitzgerald Tamayo
Florida
$10K +$9.95K +241 New
Citigroup
48
Citigroup
New York
$9K +$3.01K +73 +51%
FHA
49
Flagship Harbor Advisors
Massachusetts
$8K -$113K -2,730 -93%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7K +$6.6K +160 New