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State Street SPDR S&P Kensho Final Frontiers ETF
ROKT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1
Moulton Wealth Management
Washington
$2.58M +$2.84M +28,176 New
WCM
2
WealthBridge Capital Management
Ohio
$1.4M -$277K -2,748 -16%
LOIM
3
Liberty One Investment Management
Illinois
$1.21M +$1.23M +12,176 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$941K +$590K +5,857 +162%
LPL Financial
5
LPL Financial
California
$893K +$904K +8,978 New
Raymond James Financial
6
Raymond James Financial
Florida
$825K +$835K +8,293 New
Two Sigma Investments
7
Two Sigma Investments
New York
$816K +$826K +8,200 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$776K +$296K +2,940 +61%
BWM
9
Benson Wealth Management
Tennessee
$522K +$529K +5,253 New
VFO
10
Virtus Family Office
Texas
$378K – – –
CCC
11
Compass Capital Corp
Massachusetts
$363K +$333K +3,307 New
FEM
12
Fulcrum Equity Management
Texas
$291K +$295K +2,926 New
Wealthfront Advisers
13
Wealthfront Advisers
California
$265K +$6.95K +69 +3%
DADC
14
D.A. Davidson & Co
Montana
$234K – – –
PJC
15
Phillip James Consulting
Minnesota
$136K +$458K +4,544 New
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$89.5K +$90.6K +900 New
Fidelity Investments
17
Fidelity Investments
Massachusetts
$59.7K +$60.4K +600 New
Osaic Holdings
18
Osaic Holdings
Arizona
$42.3K -$228K -2,265 -84%
NSIM
19
North Star Investment Management
Illinois
$35.3K – – –
IAAG
20
Innovative Asset Advisors Group
Connecticut
$29.8K +$30.2K +300 New
Morgan Stanley
21
Morgan Stanley
New York
$21K -$101 -1 -0.5%
BCM
22
Berbice Capital Management
New York
$9.95K +$10.1K +100 New
NA
23
NewEdge Advisors
Louisiana
$5.37K +$5.44K +54 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$4.97K +$5.04K +50 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.69K +$2.72K +27 New
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