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SoFi Select 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
26
Financial Engines Advisors
California
$227K +$226K +1,717 New
Morgan Stanley
27
Morgan Stanley
New York
$196K -$16.8K -128 -8%
KFAS
28
Keating Financial Advisory Services
Kansas
$139K +$138K +1,050 New
AssetMark Inc
29
AssetMark Inc
California
$88K +$65K +494 +287%
PA
30
Parallel Advisors
California
$57.3K
HNB
31
Huntington National Bank
Ohio
$52.9K
JP Morgan Chase
32
JP Morgan Chase
New York
$44.9K -$442K -3,360 -91%
AWM
33
AE Wealth Management
Kansas
$43.6K
RFP
34
Root Financial Partners
California
$43.2K +$43K +327 New
Osaic Holdings
35
Osaic Holdings
Arizona
$35.2K +$13.9K +106 +66%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$34.5K -$4.21K -32 -11%
CWP
37
Concord Wealth Partners
Virginia
$22.3K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$22K -$3.3M -25,110 -99%
Bank of America
39
Bank of America
North Carolina
$21.4K +$10.1K +77 +91%
BlackRock
40
BlackRock
New York
$20.4K +$20.3K +154 New
AIC
41
Archer Investment Corporation
Indiana
$19.6K
PWMA
42
Pension & Wealth Management Advisors
Massachusetts
$16.7K +$16.6K +126 New
Wells Fargo
43
Wells Fargo
California
$14.5K +$3.42K +26 +31%
TCM
44
Triumph Capital Management
Colorado
$13.2K +$13.2K +100 New
IA
45
IFP Advisors
Florida
$7.53K
AWM
46
Abound Wealth Management
Tennessee
$5.42K
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$5.29K +$5.26K +40 New
GWM
48
Geneos Wealth Management
Colorado
$5.02K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$4K
GIA
50
GHP Investment Advisors
Colorado
$3.17K