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SoFi Select 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
LJI Wealth Management
Indiana
$286K
NA
27
NewEdge Advisors
Louisiana
$267K
Creative Planning
28
Creative Planning
Kansas
$228K
Corient Private Wealth
29
Corient Private Wealth
Florida
$228K
UBS Group
30
UBS Group
Switzerland
$217K +$228K +1,737 New
Financial Engines Advisors
31
Financial Engines Advisors
California
$205K -$9.7K -74 -4%
Vanguard Advisers Inc
32
Vanguard Advisers Inc
Pennsylvania
$159K +$167K +1,275 New
Morgan Stanley
33
Morgan Stanley
New York
$155K -$31.3K -239 -16%
KFAS
34
Keating Financial Advisory Services
Kansas
$131K
AssetMark Inc
35
AssetMark Inc
California
$80.3K -$3.02K -23 -3%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$79K +$82.6K +630 +21,000%
PA
37
Parallel Advisors
California
$54.3K +$262 +2 +0.5%
Osaic Holdings
38
Osaic Holdings
Arizona
$50.7K +$18.4K +140 +53%
HNB
39
Huntington National Bank
Ohio
$49.9K
AWM
40
AE Wealth Management
Kansas
$41.2K
FFA
41
Farther Finance Advisors
California
$39.1K +$40.4K +308 +15,400%
RFP
42
Root Financial Partners
California
$25.8K -$15.7K -120 -37%
PWMA
43
Pension & Wealth Management Advisors
Massachusetts
$21.2K +$5.64K +43 +34%
BlackRock
44
BlackRock
New York
$19.3K +$131 +1 +0.6%
AIC
45
Archer Investment Corporation
Indiana
$18.5K
Franklin Resources
46
Franklin Resources
California
$15K +$15.7K +120 New
AF
47
Allworth Financial
California
$13.7K +$14.4K +110 New
Wells Fargo
48
Wells Fargo
California
$13.6K -$131 -1 -0.9%
TCM
49
Triumph Capital Management
Colorado
$12.5K
IA
50
IFP Advisors
Florida
$7.12K