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MFS Active Core Plus Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Financial Group (Maryland)
1
Marshall Financial Group (Maryland)
Maryland
$18.2M +$18.1M +735,391 New
Fermata Advisors
2
Fermata Advisors
California
$8.9M +$8.78M +356,441 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.28M +$2.25M +91,196 New
Brown Advisory
4
Brown Advisory
Maryland
$661K – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$609K +$303K +12,290 +101%
Davenport & Co
6
Davenport & Co
Virginia
$513K – – –
Goldman Sachs
7
Goldman Sachs
New York
$486K +$235K +9,554 +96%
Jane Street
8
Jane Street
New York
$452K +$51.1K +2,073 +13%
UBS Group
9
UBS Group
Switzerland
$4.97K +$4.9K +199 New
JP Morgan Chase
10
JP Morgan Chase
New York
– -$24.8K -1,000 Closed