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Global X MLP & Energy Infrastructure ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
151
Asset One Wealth Management
Washington
$905K +$15.7K +230 +2%
LI
152
LVZ Inc
Michigan
$871K +$27.9K +410 +4%
HWM
153
HB Wealth Management
Georgia
$858K +$565K +8,297 +251%
Creative Planning
154
Creative Planning
Kansas
$828K -$77.6K -1,140 -9%
Lido Advisors
155
Lido Advisors
California
$822K +$757K +11,116 New
IAA
156
Independent Advisor Alliance
North Carolina
$816K +$751K +11,033 New
USCWA
157
U.S. Capital Wealth Advisors
Texas
$800K +$385K +5,653 +109%
IP
158
Ignite Planners
California
$789K +$3.34K +49 +0.5%
SI
159
Stephens Inc
Arkansas
$786K +$33.2K +487 +5%
OWM
160
Orgel Wealth Management
Wisconsin
$776K +$715K +10,495 New
SOS
161
Silver Oak Securities
Tennessee
$763K +$75.6K +1,111 +12%
SAW
162
Signal Advisors Wealth
Michigan
$744K -$15.5K -228 -2%
AC
163
Anson Capital
Georgia
$740K – – –
MNA
164
Manning & Napier Advisors
New York
$740K -$152K -2,231 -18%
Goldman Sachs
165
Goldman Sachs
New York
$740K +$136 +2 +0%
WANY
166
Wealthspire Advisors (New York)
New York
$738K – – –
PPW
167
Pasadena Private Wealth
California
$735K +$122K +1,797 +22%
FM
168
Foster & Motley
Ohio
$718K -$21K -309 -3%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$710K +$108K +1,580 +20%
AFG
170
Altiora Financial Group
Ohio
$710K +$106K +1,550 +19%
CIA
171
Concurrent Investment Advisors
Florida
$705K -$242K -3,555 -27%
PFPG
172
Pinnacle Financial Partners (Georgia)
Georgia
$703K +$411K +6,036 +174%
AA
173
Argent Advisors
Louisiana
$698K – – –
APW
174
Aurora Private Wealth
New Jersey
$685K -$427K -6,275 -36%
EWA
175
EP Wealth Advisors
California
$674K – – –