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Principal Exchange-Traded Funds Principal Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$239M +$227M +4,546,106 +1,380%
PS
2
Principal Securities
Iowa
$43.4M +$11.3K +225 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$39.8M -$662K -13,233 -2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.86M -$199K -3,967 -4%
LPL Financial
5
LPL Financial
California
$1.52M +$392K +7,838 +34%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.23M +$953K +19,036 +315%
SAM
7
Smartleaf Asset Management
Massachusetts
$1.06M +$390K +7,797 +56%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$596K +$37.3K +745 +7%
NRI
9
NFP Retirement Inc
California
$263K +$10.7K +214 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$211K +$2.2K +44 +1%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$69K
CIA
12
Cape Investment Advisory
Georgia
$18.5K +$16.2K +324 +611%
UBS Group
13
UBS Group
Switzerland
$14.8K +$15.1K +302 New
Osaic Holdings
14
Osaic Holdings
Arizona
$3.73K +$3.65K +73 +2,433%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.39K +$1.35K +27 New
Morgan Stanley
16
Morgan Stanley
New York
$59
GWP
17
Gen-Wealth Partners
Michigan
$49 +$50 +1 New
Wells Fargo
18
Wells Fargo
California
$36
GS
19
GTS Securities
Florida
-$1.41M -28,395 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$290K -5,855 Closed
GIA
21
GHP Investment Advisors
Colorado
-$5.64K -114 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
-$249 -5 Closed