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MFSM
MFS Active Intermediate Muni Bond ETF
MFSM
MFSM
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FWP
1
FAS Wealth Partners
Leawood,
Kansas
| $1.61M | +$2.43K | +97 | +0.2% |
|
|
LOWM
2
Laurel Oak Wealth Management
Marlton,
New Jersey
| $1.3M | +$1.3M | +51,936 | New |
|
|
PWM
3
Platt Wealth Management
San Diego,
California
| $923K | +$923K | +36,875 | New |
|
4
Raymond James Financial
St Petersburg,
Florida
| $745K | -$25.1K | -1,002 | -3% |
|
5
Citadel Advisors
Miami,
Florida
| $604K | +$22.6K | +903 | +4% |
|
|
LWMNY
6
Landmark Wealth Management (New York)
Melville,
New York
| $469K | +$5.33K | +213 | +1% |
|
|
MFGM
7
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| $355K | +$130K | +5,210 | +58% |
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $351K | +$351K | +14,008 | New |
|
|
CFS
9
CRA Financial Services
Northfield,
New Jersey
| $338K | – | – | – |
|
10
Jones Financial Companies
Des Peres,
Missouri
| $208K | +$208K | +8,317 | New |
|
11
Bank of America
Charlotte,
North Carolina
| $151K | +$151K | +6,039 | New |
|
|
SPIA
12
Steward Partners Investment Advisory
New York
| $102K | – | – | – |
|
13
Jane Street
New York
| – | -$426K | -17,175 | Closed |
|