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MFS Active Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Greenbush Financial Group
1
Greenbush Financial Group
New York
$7.2M +$667K +27,442 +11%
Apollon Wealth Management
2
Apollon Wealth Management
South Carolina
$1.76M +$1.69M +69,654 New
Advisory Services Network
3
Advisory Services Network
Georgia
$1.58M +$262K +10,795 +21%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.46M +$383K +15,774 +38%
Stifel Financial
5
Stifel Financial
Missouri
$1.15M +$1.1M +45,432 New
Paul R. Ried Financial Group
6
Paul R. Ried Financial Group
Washington
$853K +$820K +33,729 New
&Partners
7
&Partners
Tennessee
$546K +$171K +7,024 +48%
Steward Partners Investment Advisory
8
Steward Partners Investment Advisory
New York
$461K +$443K +18,229 New
Brown Advisory
9
Brown Advisory
Maryland
$361K – – –
Flow Traders U.S.
10
Flow Traders U.S.
New York
$329K +$317K +13,026 New
Citadel Advisors
11
Citadel Advisors
Florida
$328K +$315K +12,957 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$289K +$278K +11,443 New
Arkadios Wealth Advisors
13
Arkadios Wealth Advisors
Georgia
$267K +$256K +10,550 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
Sittner & Nelson
15
Sittner & Nelson
Oregon
$6.32K +$6.08K +250 New
UBS Group
16
UBS Group
Switzerland
– -$4.64K -188 Closed