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MFSV

MFS Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$1.55M +$933K +33,609 +162%
Jane Street
27
Jane Street
New York
$1.14M +$106K +3,812 +11%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.11M +$459K +16,553 +74%
IWM
29
IHT Wealth Management
Illinois
$966K -$357K -12,845 -28%
SPIA
30
Steward Partners Investment Advisory
New York
$533K -$45.7K -1,647 -8%
RIA
31
Regal Investment Advisors
Michigan
$474K +$58K +2,090 +14%
PAS
32
Park Avenue Securities
New York
$416K +$405K +14,576 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$411K +$31.1K +1,122 +8%
Brown Advisory
34
Brown Advisory
Maryland
$407K
GRP
35
Global Retirement Partners
California
$368K +$357K +12,876 New
CFS
36
CRA Financial Services
New Jersey
$240K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$210K +$99.7K +3,591 +96%
IA
38
IFG Advisory
Georgia
$193K +$188K +6,757 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$71.6K +$69.6K +2,506 New
SN
40
Sittner & Nelson
Oregon
$64.3K
Morgan Stanley
41
Morgan Stanley
New York
$62.9K +$61.1K +2,201 New
IAIM
42
International Assets Investment Management
Florida
$12.9K
AAS
43
Ameritas Advisory Services
Nebraska
$7.43K +$7.22K +260 New
FFA
44
Farther Finance Advisors
California
$3.31K +$3.22K +116 New
T
45
Tidemark
California
$3K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$914 +$860 +31 +3,100%
GFG
47
Greenbush Financial Group
New York
-$13.8M -515,923 Closed
RIS
48
Richmond Investment Services
Wisconsin
-$393K -14,689 Closed
Mariner
49
Mariner
Kansas
-$223K -8,333 Closed
HI
50
Harbour Investments
Wisconsin
-$23.4K -875 Closed