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SoFi Select 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$226K +$204K +1,911 New
Corient Private Wealth
27
Corient Private Wealth
Florida
$216K +$196K +1,830 New
Morgan Stanley
28
Morgan Stanley
New York
$179K +$321 +3 +0.2%
PA
29
Parallel Advisors
California
$51.2K +$214 +2 +0.5%
HNB
30
Huntington National Bank
Ohio
$47.3K
AWM
31
AE Wealth Management
Kansas
$39K +$35.3K +330 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$36.1K -$84.3K -789 -72%
UBS Group
33
UBS Group
Switzerland
$28.4K -$439K -4,106 -94%
CWP
34
Concord Wealth Partners
Virginia
$20K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$19K +$15.1K +141 +588%
Osaic Holdings
36
Osaic Holdings
Arizona
$18.8K -$1.6K -15 -8%
AIC
37
Archer Investment Corporation
Indiana
$17.5K
Wells Fargo
38
Wells Fargo
California
$8.83K +$107 +1 +1%
IA
39
IFP Advisors
Florida
$6.73K -$56.3K -527 -90%
KSWA
40
Kathleen S. Wright Associates
Pennsylvania
$5.79K
AWM
41
Abound Wealth Management
Tennessee
$4.84K +$4.38K +41 New
FFA
42
Farther Finance Advisors
California
$1.3K
ACA
43
American Capital Advisory
Idaho
$358 -$107 -1 -25%
S
44
SignatureFD
Georgia
$3 -$534 -5 Closed
GS
45
GTS Securities
Florida
-$3.99M -39,192 Closed
CLGM
46
Capitolis Liquid Global Markets
New York
-$3.47M -34,000 Closed
SRC
47
Shufro Rose & Co
New York
-$605K -5,940 Closed
Jane Street
48
Jane Street
New York
-$477K -4,676 Closed
Fisher Asset Management
49
Fisher Asset Management
Washington
-$331K -3,244 Closed
Wealthfront Advisers
50
Wealthfront Advisers
California
-$241K -2,362 Closed