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SoFi Select 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1
SoFi Wealth
California
$545M +$31.2M +352,675 +6%
TFA
2
Teamwork Financial Advisors
Texas
$2.81M -$8.48K -96 -0.3%
GS
3
GTS Securities
Florida
$1.18M +$1.12M +12,715 New
TI
4
Tidal Investments
Wisconsin
$978K +$54.4K +616 +6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$841K +$797K +9,028 New
CWM
6
Centric Wealth Management
Illinois
$790K -$9.45K -107 -1%
WS
7
Wedbush Securities
California
$595K +$71.1K +805 +14%
JIC
8
Joel Isaacson & Co
New York
$435K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$291K +$51.2K +580 +23%
RJA
10
Raymond James & Associates
Florida
$228K +$4.33K +49 +2%
HF
11
HRT Financial
New York
$188K +$178K +2,019 New
AssetMark Inc
12
AssetMark Inc
California
$132K +$29K +328 +30%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$84.9K +$795 +9 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
$80.9K +$4.95K +56 +7%
Morgan Stanley
15
Morgan Stanley
New York
$56.8K +$7.68K +87 +17%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$46.8K +$1.77K +20 +4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$39K +$10.2K +116 +38%
HNB
18
Huntington National Bank
Ohio
$37.3K
BMC
19
Bear Mountain Capital
Washington
$20.4K
HFS
20
Hantz Financial Services
Michigan
$16K +$1.41K +16 +10%
CWP
21
Concord Wealth Partners
Virginia
$15.8K +$14.9K +169 New
AFS
22
Annapolis Financial Services
Maryland
$7.42K
Bank of America
23
Bank of America
North Carolina
$7.08K +$6.71K +76 New
JP Morgan Chase
24
JP Morgan Chase
New York
$6.24K +$5.92K +67 New
IA
25
IFP Advisors
Florida
$5.99K