We are live on ! Find out more
PY icon

Principal Exchange-Traded Funds Principal Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$102M +$63M +1,199,677 +155%
PS
2
Principal Securities
Iowa
$73.5M +$14.2M +270,781 +23%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$65.3M +$13.7M +260,061 +26%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$4.18M -$823K -15,663 -16%
LPL Financial
5
LPL Financial
California
$1.51M +$155K +2,946 +11%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.1M -$305K -5,807 -21%
SAM
7
Smartleaf Asset Management
Massachusetts
$874K -$187K -3,557 -17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$838K -$15.2K -290 -2%
KAS
9
Kestra Advisory Services
Texas
$531K -$17.1K -326 -3%
IWP
10
Integrity Wealth Partners
California
$308K +$314K +5,973 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$289K +$295K +5,607 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$219K
UBS Group
13
UBS Group
Switzerland
$72.3K +$73.8K +1,405 New
Morgan Stanley
14
Morgan Stanley
New York
$65.4K +$66K +1,256 +8,971%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$23.7K +$24.2K +460 New
Osaic Holdings
16
Osaic Holdings
Arizona
$21.5K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$6.92K +$315 +6 +5%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.29K +$841 +16 +55%
MCA
19
McGuire Capital Advisors
Oklahoma
$154
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
-$74K -1,416 Closed
CIA
21
Cape Investment Advisory
Georgia
-$43.3K -830 Closed
SAG
22
SageView Advisory Group
California
-$4.96K -95 Closed
Wells Fargo
23
Wells Fargo
California
-$520 -10 Closed