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Motley Fool 100 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Calton & Associates
Florida
$1.43M +$808K +13,599 +112%
Stifel Financial
27
Stifel Financial
Missouri
$1.41M +$551K +9,271 +58%
MA
28
Mutual Advisors
Nebraska
$1.3M +$235K +3,948 +21%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$1.28M -$39.6K -667 -23%
PF
30
PlanWiser Financial
Colorado
$1.28M +$1.33M +22,346 New
RIS
31
Richmond Investment Services
Wisconsin
$1.26M -$131K -2,198 -9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.26M +$450K +7,574 +50%
Creative Planning
33
Creative Planning
Kansas
$1.16M -$34.6K -583 -3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.02M -$16.5K -277 -1%
TAM
35
Titleist Asset Management
Texas
$954K +$25.6K +430 +3%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$892K +$10.8K +181 +1%
EH
37
Equitable Holdings
New York
$874K -$284K -4,782 -23%
DC
38
Davenport & Co
Virginia
$872K -$360K -6,050 -28%
MML Investors Services
39
MML Investors Services
Massachusetts
$869K +$537K +9,040 +137%
IFPG
40
Intrepid Financial Planning Group
Indiana
$800K +$7.19K +121 +0.8%
HighTower Advisors
41
HighTower Advisors
Illinois
$779K +$14.2K +239 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$772K +$825K +13,880 New
Morgan Stanley
43
Morgan Stanley
New York
$726K -$128K -2,160 -14%
AFG
44
Atomi Financial Group
New York
$717K +$164K +2,757 +27%
PWM
45
Perigon Wealth Management
California
$690K +$30.8K +518 +4%
Cerity Partners
46
Cerity Partners
New York
$631K +$674K +11,347 New
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$611K +$47.9K +806 +8%
PFS
48
Prospera Financial Services
Texas
$597K +$2.85K +48 +0.4%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$560K +$598K +10,067 New
RA
50
RFG Advisory
Alabama
$527K +$94.5K +1,590 +20%