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State Street SPDR S&P Kensho New Economies Composite ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$2.06M -$551K -13,425 -23%
PWM
27
Penobscot Wealth Management
Maine
$1.98M -$54.7K -1,334 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.78M -$303K -7,381 -16%
AWM
29
Austin Wealth Management
Texas
$1.57M -$174K -4,242 -11%
GWM
30
Geneos Wealth Management
Colorado
$1.57M -$17.6K -429 -1%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$1.54M +$184K +4,494 +16%
BCM
32
Brookstone Capital Management
Illinois
$1.41M +$21.2K +516 +2%
LCM
33
Lunt Capital Management
Utah
$1.3M -$10.5K -256 -0.9%
WANY
34
Wealthspire Advisors (New York)
New York
$1.23M +$5.17K +126 +0.5%
UBS Group
35
UBS Group
Switzerland
$1.14M +$341K +8,307 +52%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.08M -$12.1K -294 -1%
AWM
37
Apollon Wealth Management
South Carolina
$1.03M +$69.5K +1,693 +8%
Ameriprise
38
Ameriprise
Minnesota
$988K +$350K +8,519 +67%
EL
39
Essex LLC
Illinois
$887K -$99K -2,413 -11%
WIP
40
WealthCare Investment Partners
Rhode Island
$873K +$13.1K +318 +2%
Wells Fargo
41
Wells Fargo
California
$836K -$2.01M -49,026 -73%
OIA
42
OneDigital Investment Advisors
Kansas
$782K -$909K -22,154 -57%
SSWM
43
Sheets Smith Wealth Management
North Carolina
$779K -$19.2K -469 -3%
Citadel Advisors
44
Citadel Advisors
Florida
$730K +$436K +10,616 +211%
PA
45
PFG Advisors
Arizona
$681K -$19.7K -481 -3%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$644K +$20.9K +510 +4%
SIAS
47
Summit Investment Advisory Services
Minnesota
$607K +$1.19K +29 +0.2%
SA
48
Strategic Advocates
Utah
$579K +$508K +12,391 New
IWM
49
IHT Wealth Management
Illinois
$577K -$10.3K -250 -2%
CPA
50
Capital Planning Advisors
California
$547K +$13.5K +328 +3%