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Main Sector Rotation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$213K
HI
52
Harbour Investments
Wisconsin
$204K
HGERS
53
Householder Group Estate & Retirement Specialist
Arizona
$131K +$135K +3,117 New
AIM
54
Anchor Investment Management
South Carolina
$123K
CAS
55
Coppell Advisory Solutions
Texas
$115K +$15.2K +350 +13%
Morgan Stanley
56
Morgan Stanley
New York
$90.1K +$56K +1,291 +152%
SWM
57
Spire Wealth Management
Virginia
$60.3K +$42.2K +972 +211%
IPW
58
Impact Partnership Wealth
Georgia
$57.9K +$59.7K +1,375 New
WIM
59
Westside Investment Management
California
$35.1K
IA
60
IFP Advisors
Florida
$28.4K -$13.9K -320 -32%
Legacy Financial Group (Iowa)
61
Legacy Financial Group (Iowa)
Iowa
$27.7K +$28.6K +659 New
UBS Group
62
UBS Group
Switzerland
$25.8K -$6.73K -155 -20%
AF
63
Allworth Financial
California
$14.6K +$43 +1 +0.3%
NA
64
NewEdge Advisors
Louisiana
$14.6K +$15K +346 New
CCP
65
Carmel Capital Partners
California
$3.54K +$3.65K +84 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$42 -$18.5K -427 -100%
Jane Street
67
Jane Street
New York
-$716K -16,622 Closed
VWA
68
V Wealth Advisors
Kansas
-$251K -5,815 Closed
Stifel Financial
69
Stifel Financial
Missouri
-$207K -4,796 Closed
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
-$71K -1,648 Closed