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GMO US Quality ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
KFG Wealth Management
Indiana
$440K -$2.67K -71 -0.6%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$410K +$180K +4,798 +82%
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
$404K -$132K -3,500 -25%
CWM
104
Chemistry Wealth Management
New York
$385K
PAG
105
Private Advisor Group
New Jersey
$377K +$9.4K +250 +3%
EFS
106
Essex Financial Services
Connecticut
$341K
MWM
107
Modern Wealth Management
Kansas
$332K +$97.7K +2,598 +43%
BFA
108
Benedict Financial Advisors
Georgia
$327K +$79.7K +2,120 +33%
KAS
109
Kestra Advisory Services
Texas
$323K +$316K +8,398 New
DWT
110
Dorsey & Whitney Trust
South Dakota
$312K
IWP
111
Innova Wealth Partners
Pennsylvania
$310K +$303K +8,048 New
JIC
112
Joel Isaacson & Co
New York
$299K +$978 +26 +0.3%
UBS Group
113
UBS Group
Switzerland
$290K +$34K +903 +14%
HBCM
114
Heron Bay Capital Management
Michigan
$285K -$92.3K -2,454 -25%
Morgan Stanley
115
Morgan Stanley
New York
$274K +$38 +1 +0%
Truist Financial
116
Truist Financial
North Carolina
$259K -$54.5K -1,450 -18%
NA
117
NewEdge Advisors
Louisiana
$253K +$20.8K +552 +9%
SS
118
Sunbelt Securities
Texas
$251K +$75 +2 +0%
AWM
119
AE Wealth Management
Kansas
$249K +$243K +6,462 New
Cerity Partners
120
Cerity Partners
New York
$211K +$207K +5,497 New
PWA
121
Principia Wealth Advisory
Texas
$178K -$15.9K -424 -8%
PTC
122
Private Trust Company
Ohio
$154K +$150K +4,000 New
FHA
123
Flagship Harbor Advisors
Massachusetts
$137K +$134K +3,559 New
EWA
124
EverSource Wealth Advisors
Alabama
$137K +$133K +3,550 New
PWMA
125
Pension & Wealth Management Advisors
Massachusetts
$127K +$263 +7 +0.2%