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Listed Funds Trust Roundhill Magnificent Seven ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BigSur Wealth Management
Florida
$792K
BV
102
Boxwood Ventures
Illinois
$792K
OPW
103
Oxler Private Wealth
New York
$770K -$9.84K -149 -1%
BPA
104
Beacon Pointe Advisors
California
$769K +$170K +2,575 +28%
AWM
105
Activest Wealth Management
Florida
$767K +$245K +3,705 +47%
MAM
106
Milestone Asset Management
Pennsylvania
$756K +$260K +3,934 +52%
TWM
107
TopTier Wealth Management
Wisconsin
$741K +$742K +11,231 New
VWM
108
Venturi Wealth Management
Texas
$662K +$662K +10,030 New
TCM
109
Triumph Capital Management
Colorado
$650K +$14.5K +220 +2%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$641K -$274K -4,142 -30%
GWMR
111
GC Wealth Management RIA
Massachusetts
$641K -$27.9K -423 -4%
AFP
112
Alpha Financial Partners
Kentucky
$638K
FCA
113
Fortis Capital Advisors
Kansas
$634K +$8.92K +135 +1%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$621K +$101K +1,526 +19%
WS
115
Wedbush Securities
California
$608K +$203K +3,077 +50%
SCM
116
Spreng Capital Management
Ohio
$601K +$602K +9,115 New
NG
117
Norden Group
Utah
$597K
MWM
118
Meridian Wealth Management
Kentucky
$594K +$595K +9,008 New
ARC
119
Advisor Resource Council
Texas
$579K +$578K +8,752 New
PFS
120
Prospera Financial Services
Texas
$577K -$31.5K -477 -5%
FIS
121
Fischer Investment Strategies
California
$573K -$827K -12,523 -59%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$565K +$260K +3,936 +85%
IAS
123
Insigneo Advisory Services
Florida
$564K -$187K -2,835 -25%
SMC
124
Smith, Moore & Co
Missouri
$563K
RIA
125
Regal Investment Advisors
Michigan
$554K +$33.4K +505 +6%