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SoFi Select 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$275K +$263K +2,129 New
Creative Planning
27
Creative Planning
Kansas
$254K +$7.16K +58 +3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$231K -$5.06K -41 -2%
Morgan Stanley
29
Morgan Stanley
New York
$208K +$11.8K +96 +6%
PA
30
Parallel Advisors
California
$56K
HNB
31
Huntington National Bank
Ohio
$51.7K
AWM
32
AE Wealth Management
Kansas
$42.6K
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$37.9K -$1.6K -13 -4%
AssetMark Inc
34
AssetMark Inc
California
$22.2K -$289K -2,345 -93%
CWP
35
Concord Wealth Partners
Virginia
$21.8K
Osaic Holdings
36
Osaic Holdings
Arizona
$20K -$740 -6 -4%
AIC
37
Archer Investment Corporation
Indiana
$19.1K
Bank of America
38
Bank of America
North Carolina
$11K -$288K -2,337 -96%
Wells Fargo
39
Wells Fargo
California
$10.9K +$1.11K +9 +12%
IA
40
IFP Advisors
Florida
$7.36K
KSWA
41
Kathleen S. Wright Associates
Pennsylvania
$6.33K
AWM
42
Abound Wealth Management
Tennessee
$5.3K
GWM
43
Geneos Wealth Management
Colorado
$4.91K +$4.69K +38 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.83K +31 New
GIA
45
GHP Investment Advisors
Colorado
$3.1K +$2.96K +24 New
ACA
46
American Capital Advisory
Idaho
$391
RWM
47
Rialto Wealth Management
New York
$130 +$123 +1 New
Two Sigma Investments
48
Two Sigma Investments
New York
-$3.52M -29,800 Closed
Marshall Wace
49
Marshall Wace
United Kingdom
-$499K -4,226 Closed
UBS Group
50
UBS Group
Switzerland
-$28.4K -240 Closed