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MFSG

MFS Active Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1
Evergreen Wealth Solutions
Pennsylvania
$54.5M +$54.4M +1,925,487 New
Jones Financial Companies
2
Jones Financial Companies
Missouri
$17.8M +$7.67M +271,406 +76%
AFG
3
Allegheny Financial Group
Pennsylvania
$12M +$8.25M +291,901 +221%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.65M +$3.37M +119,336 +148%
PFG
5
Prosperity Financial Group
California
$5.02M +$1.19M +42,154 +31%
LPL Financial
6
LPL Financial
California
$4.98M +$2.53M +89,644 +104%
CWM
7
Cornerstone Wealth Management
Missouri
$4.45M -$138K -4,868 -3%
FFA
8
Farther Finance Advisors
California
$3.49M +$3.42M +121,120 +5,266%
ASN
9
Advisory Services Network
Georgia
$2.3M +$234K +8,280 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.27M +$419K +14,823 +23%
CWGL
11
Cedrus Wealth Group LLC
Minnesota
$1.64M +$1.64M +58,088 New
AWM
12
Apollon Wealth Management
South Carolina
$1.58M
IWM
13
IHT Wealth Management
Illinois
$1.28M +$1.28M +45,296 New
IWP
14
IAG Wealth Partners
Wisconsin
$1.19M +$1.04M +36,750 +677%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$940K +$559K +19,779 +147%
MC
16
McCarthy & Cox
Ohio
$812K -$55.4M -1,961,110 -99%
Raymond James Financial
17
Raymond James Financial
Florida
$637K +$636K +22,496 New
Citadel Advisors
18
Citadel Advisors
Florida
$333K +$81.5K +2,883 +32%
PAG
19
Private Advisor Group
New Jersey
$281K +$280K +9,913 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$279K +$66.7K +2,360 +31%
Jane Street
21
Jane Street
New York
$278K +$278K +9,837 New
DADC
22
D.A. Davidson & Co
Montana
$254K +$253K +8,958 New
Bank of America
23
Bank of America
North Carolina
$252K +$252K +8,909 New
PWPS
24
Pinnacle Wealth Planning Services
Ohio
$201K +$201K +7,098 New
RF
25
Roxbury Financial
New Jersey
$152K +$28 +1 +0%