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Return Stacked Global Stocks & Bonds ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$71.1M +$18M +759,650 +36%
WI
2
WJ Interests
Texas
$32.4M +$664K +28,041 +2%
IWC
3
Integrated Wealth Concepts
Massachusetts
$26M +$865K +36,526 +4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$14.4M +$9.73M +410,980 +247%
AP
5
Aspect Partners
Virginia
$6.37M +$3.13M +132,033 +107%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.81M +$511K +21,573 +13%
RA
7
RFG Advisory
Alabama
$3.18M +$3.01M +127,246 New
PFA
8
Professional Financial Advisors
Nebraska
$1.99M +$33.6K +1,417 +2%
WAP
9
Wealthcare Advisory Partners
Pennsylvania
$1.5M +$79.4K +3,354 +6%
Jane Street
10
Jane Street
New York
$446K -$1.84M -77,730 -81%
CP
11
Cumberland Partners
Ontario, Canada
$375K +$355K +15,000 New
IA
12
IFP Advisors
Florida
$19.8K +$18.8K +794 New
UBS Group
13
UBS Group
Switzerland
$11.1K +$10.6K +446 New
CA
14
Continuum Advisory
Idaho
$7.02K +$6.94K +293 New