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MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$522M -$27.6M -478,419 -5%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M -$950K -16,448 -41%
Citadel Advisors
3
Citadel Advisors
Florida
$1.07M +$598K +10,356 +149%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$750K -$58 -1 -0%
LIM
5
Leavell Investment Management
Alabama
$375K +$350K +6,054 New
SG
6
StoneX Group
New York
$260K +$251K +4,338 New
Wells Fargo
7
Wells Fargo
California
$34.3K +$30.6K +529 +2,116%
SPIA
8
Steward Partners Investment Advisory
New York
$29.8K
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$15.1K -$11.6K -201 -45%
NA
10
NewEdge Advisors
Louisiana
$14.1K +$11.3K +195 +609%
Vanguard Advisers Inc
11
Vanguard Advisers Inc
Pennsylvania
$11.7K +$1.27K +22 +13%
CTA
12
Colonial Trust Advisors
South Carolina
$6.44K
Osaic Holdings
13
Osaic Holdings
Arizona
$5.45K +$116 +2 +2%
UBS Group
14
UBS Group
Switzerland
$3.84K +$3.58K +62 New
IA
15
IFP Advisors
Florida
$3.59K
CFD
16
Creative Financial Designs
Indiana
$2.97K +$2.77K +48 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2K -$41.5K -719 -96%
SVWA
18
Sarver Vrooman Wealth Advisors
Missouri
$1.48K
APW
19
Aventura Private Wealth
Florida
$1.11K
AssetMark Inc
20
AssetMark Inc
California
$867
BWS
21
Buck Wealth Strategies
Colorado
$682 +$636 +11 New
TC
22
Truvestments Capital
Florida
-$18.8K -365 Closed
LFG
23
Larson Financial Group
Missouri
-$3.1K -60 Closed
AAP
24
Arax Advisory Partners
Colorado
-$1.7K -33 Closed
CCWM
25
Cassaday & Co Wealth Management
Virginia
-$1.39K -27 Closed