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MFSG

MFS Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$66.8M +$63.5M +2,170,435 +5,826%
LPL Financial
2
LPL Financial
California
$53.1M +$1.77M +60,334 +4%
EWS
3
Evergreen Wealth Solutions
Pennsylvania
$31.8M -$25.5M -870,261 -46%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$31.5M +$7.31M +249,856 +30%
AFG
5
Allegheny Financial Group
Pennsylvania
$25.6M +$5.62M +192,031 +29%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.14M +$474K +16,186 +6%
PFG
7
Prosperity Financial Group
California
$5.21M +$66K +2,255 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$4.93M +$4.11M +140,385 +620%
CWM
9
Cornerstone Wealth Management
Missouri
$4.03M -$603K -20,599 -13%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.87M +$1.29M +44,107 +53%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.55M +$1.07M +36,483 +45%
ASN
12
Advisory Services Network
Georgia
$2.79M +$168K +5,751 +7%
KWM
13
Kingsview Wealth Management
Oregon
$2.16M +$770K +26,318 +58%
AWM
14
Apollon Wealth Management
South Carolina
$1.72M +$12.3K +419 +0.7%
Goldman Sachs
15
Goldman Sachs
New York
$1.42M +$29.8K +1,017 +2%
Jane Street
16
Jane Street
New York
$1.16M -$29.4K -1,003 -3%
IWM
17
IHT Wealth Management
Illinois
$1.07M -$342K -11,699 -25%
GS
18
GWN Securities
Florida
$892K -$114K -3,904 -12%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$568K +$550K +18,779 New
Bank of America
20
Bank of America
North Carolina
$498K +$174K +5,936 +57%
Stifel Financial
21
Stifel Financial
Missouri
$471K +$143K +4,885 +46%
DBFM
22
Dickmeyer Boyce Financial Management
Indiana
$466K -$38.4K -1,311 -8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$439K +$128K +4,379 +43%
PAS
24
Park Avenue Securities
New York
$435K +$420K +14,366 New
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$327K +$316K +10,802 New