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Baron First Principles ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HHM Wealth Advisors
76
HHM Wealth Advisors
Tennessee
$10.5K +$10.2K +430 New
IWM
77
IMG Wealth Management
Florida
$7.32K +$1.23K +52 +21%
Ritter Daniher Financial Advisory
78
Ritter Daniher Financial Advisory
Ohio
$6.1K +$5.91K +250 New
SignatureFD
79
SignatureFD
Georgia
$5.83K – – –
Financial Consulate
80
Financial Consulate
Maryland
$5.22K +$5.06K +214 New
HWM
81
HighMark Wealth Management
Minnesota
$4.88K +$4.72K +200 New
Continuum Advisory
82
Continuum Advisory
Idaho
$4.68K +$4.54K +192 New
JP Morgan Chase
83
JP Morgan Chase
New York
$3.57K -$5.43M -229,852 -100%
IRC
84
Investors Research Corp
Georgia
$3.42K +$3.31K +140 New
Anchor Investment Management
85
Anchor Investment Management
South Carolina
$1.22K – – –
GFA
86
Godfrey Financial Associates
New York
$1.22K +$1.18K +50 New
MCA
87
McGuire Capital Advisors
Oklahoma
$1.22K +$1.18K +50 New
NL
88
NVWM LLC
Pennsylvania
$756 +$614 +26 +520%
Global Retirement Partners
89
Global Retirement Partners
California
$659 +$638 +27 New
CRI
90
Commonwealth Retirement Investments
Virginia
$98 +$94 +4 New
Harbour Investments
91
Harbour Investments
Wisconsin
$49 -$3.5K -148 -99%
CNWM
92
Clay Northam Wealth Management
California
– -$1.68M -73,618 Closed
CGIM
93
Cannon Global Investment Management
Florida
– -$357K -15,600 Closed
CWIG
94
Chung Wu Investment Group
Texas
– -$11.4K -500 Closed
Wells Fargo
95
Wells Fargo
California
– -$961 -42 Closed