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SoFi Social 50 ETF
SFYF
SFYF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWM
1
Perigon Wealth Management
San Francisco,
California
| $599K | -$15.4K | -306 | -3% |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $420K | +$109K | +2,171 | +40% |
|
3
Two Sigma Investments
New York
| $247K | +$226K | +4,500 | New |
|
4
Truist Financial
Charlotte,
North Carolina
| $221K | +$202K | +4,024 | New |
|
5
Osaic Holdings
Scottsdale,
Arizona
| $50K | – | – | – |
|
|
ASN
6
Advisory Services Network
Atlanta,
Georgia
| $23.3K | +$21.3K | +425 | New |
|
|
WANY
7
Wealthspire Advisors (New York)
New York
| $6.58K | +$6.03K | +120 | New |
|
|
PS
8
Principal Securities
Des Moines,
Iowa
| $3.95K | +$3.62K | +72 | New |
|
9
Morgan Stanley
New York
| $1.37K | – | – | – |
|
|
GIA
10
GHP Investment Advisors
Denver,
Colorado
| $988 | +$904 | +18 | New |
|
11
Wells Fargo
San Francisco,
California
| $8 | -$50 | -1 | Closed |
|
|
GS
12
GTS Securities
Miami,
Florida
| – | -$294K | -6,281 | Closed |
|
|
T
13
Transce3nd
Kyle,
Texas
| – | -$8.89K | -190 | Closed |
|
|
AF
14
Allworth Financial
Folsom,
California
| – | -$1.26K | -27 | Closed |
|