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Motley Fool 100 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$1.15M -$9K -166 -6%
DC
27
Davenport & Co
Virginia
$1.08M +$104K +1,925 +11%
MA
28
Mutual Advisors
Nebraska
$1.01M -$5.57M -102,802 -85%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$931K +$202K +3,729 +29%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$919K +$125K +2,303 +16%
Stifel Financial
31
Stifel Financial
Missouri
$876K +$125K +2,312 +17%
TAM
32
Titleist Asset Management
Texas
$834K +$67.2K +1,240 +9%
HighTower Advisors
33
HighTower Advisors
Illinois
$834K -$85.6K -1,580 -10%
EH
34
Equitable Holdings
New York
$810K
Morgan Stanley
35
Morgan Stanley
New York
$762K +$200K +3,684 +37%
AWM
36
AE Wealth Management
Kansas
$747K +$720K +13,276 New
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$719K +$88.1K +1,625 +15%
PWM
38
Perigon Wealth Management
California
$680K +$30.6K +564 +5%
Creative Planning
39
Creative Planning
Kansas
$597K -$54.2K -1,000 -9%
CA
40
Calton & Associates
Florida
$586K +$316K +5,828 +127%
AFG
41
Atomi Financial Group
New York
$585K +$28.8K +532 +5%
PFS
42
Prospera Financial Services
Texas
$585K +$8.35K +154 +2%
CA
43
CoreCap Advisors
Michigan
$584K +$77.4K +1,429 +16%
UBS Group
44
UBS Group
Switzerland
$573K +$546K +10,069 +8,055%
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$572K +$551K +10,172 New
IFPG
46
Intrepid Financial Planning Group
Indiana
$474K +$75.5K +1,393 +20%
CHP
47
Cable Hill Partners
Oregon
$467K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$390K -$256K -4,728 -41%
BFG
49
Berger Financial Group
Minnesota
$379K -$775K -14,302 -68%
AAP
50
Arax Advisory Partners
Colorado
$368K +$18.2K +336 +5%