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MFSM

MFS Active Intermediate Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.7M -$1.48M -58,865 -7%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.54M +$4.56M +181,749 +236%
Raymond James Financial
3
Raymond James Financial
Florida
$6.43M +$5.3M +211,455 +482%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$2.63M +$1.83M +72,777 +232%
FWP
5
FAS Wealth Partners
Kansas
$1.81M +$104K +4,135 +6%
BCA
6
Bay Colony Advisors
Massachusetts
$1.77M +$1.77M +70,443 New
KPWS
7
Kestra Private Wealth Services
Texas
$1.57M +$1.41K +56 +0.1%
LOWM
8
Laurel Oak Wealth Management
New Jersey
$1.31M
PWM
9
Platt Wealth Management
California
$1.02M +$90.3K +3,600 +10%
LWMNY
10
Landmark Wealth Management (New York)
New York
$688K -$3.84K -153 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
$578K +$576K +22,957 New
PAG
12
Private Advisor Group
New Jersey
$501K +$124K +4,942 +33%
AGC
13
Aspen Grove Capital
Colorado
$404K +$401K +16,000 New
MFGM
14
Marshall Financial Group (Maryland)
Maryland
$387K
KWM
15
Kingsview Wealth Management
Oregon
$370K +$369K +14,702 New
CFS
16
CRA Financial Services
New Jersey
$315K
Jane Street
17
Jane Street
New York
$217K -$554K -22,085 -72%
SPIA
18
Steward Partners Investment Advisory
New York
$121K +$18.1K +722 +18%
GSEP
19
Golden State Equity Partners
California
-$783K -31,500 Closed
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
-$381K -15,321 Closed