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Natixis Loomis Sayles Focused Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IFG Advisory
Georgia
$743K +$767K +17,634 New
GRP
27
Global Retirement Partners
California
$678K +$700K +16,095 New
Citadel Advisors
28
Citadel Advisors
Florida
$622K +$642K +14,773 New
Truist Financial
29
Truist Financial
North Carolina
$604K -$18.6K -427 -3%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$577K +$595K +13,686 New
P
31
&Partners
Tennessee
$512K +$529K +12,157 New
TVPW
32
Third View Private Wealth
Connecticut
$484K +$18.3K +420 +4%
DWM
33
Drive Wealth Management
Utah
$449K +$73.4K +1,688 +19%
RFA
34
Resurgent Financial Advisors
Georgia
$357K -$12.5K -288 -3%
TFA
35
TrustWell Financial Advisors
Florida
$333K +$344K +7,914 New
DC
36
Davenport & Co
Virginia
$314K -$104K -2,395 -24%
LFAS
37
Level Four Advisory Services
Texas
$308K -$39.4K -906 -11%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$297K -$50.1K -1,153 -14%
Goldman Sachs
39
Goldman Sachs
New York
$267K +$275K +6,331 New
AWM
40
Avaii Wealth Management
Wisconsin
$251K -$5.09K -117 -2%
Jane Street
41
Jane Street
New York
$244K -$880K -20,247 -78%
CFO
42
Callan Family Office
Pennsylvania
$243K +$251K +5,768 New
PAG
43
Private Advisor Group
New Jersey
$237K +$244K +5,619 New
LCWM
44
Legacy Capital Wealth Management
Texas
$235K -$3.44K -79 -1%
FHA
45
Flagship Harbor Advisors
Massachusetts
$229K -$46.3K -1,065 -16%
HighTower Advisors
46
HighTower Advisors
Illinois
$227K +$235K +5,396 New
PWM
47
Perigon Wealth Management
California
$223K +$230K +5,283 New
MOS
48
MGO One Seven
Ohio
$215K -$207K -4,768 -48%
UBS Group
49
UBS Group
Switzerland
$156K +$161K +3,693 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$84.3K