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Motley Fool 100 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
51
International Assets Investment Management
Florida
$11.8K +$11.1K +334 New
GIA
52
GHP Investment Advisors
Colorado
$8.86K – – –
JP Morgan Chase
53
JP Morgan Chase
New York
$7K – – –
TWC
54
TD Waterhouse Canada
Ontario, Canada
$6.76K – – –
PAI
55
Pittenger & Anderson Inc
Nebraska
$5.32K – – –
AF
56
Allworth Financial
California
$3.54K – – –
GEA
57
Glen Eagle Advisors
New Jersey
$2.98K – – –
BCMLT
58
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.2K – – –
Bank of America
59
Bank of America
North Carolina
$1.77K -$13.2K -400 -89%
TWA
60
TCI Wealth Advisors
Arizona
$532 – – –
KFI
61
Key Financial Inc
Pennsylvania
$531 – – –
ASN
62
Advisory Services Network
Georgia
$319 -$40.1K -1,212 -99%
AssetMark Inc
63
AssetMark Inc
California
$177 +$166 +5 New
HNB
64
Huntington National Bank
Ohio
$35 – – –
BA
65
Bridge Advisory
California
– -$688K -22,596 Closed
Citadel Advisors
66
Citadel Advisors
Florida
– -$479K -15,732 Closed
SVWAG
67
Sound View Wealth Advisors Group
Georgia
– -$368K -8,241 Closed
TCWM
68
Total Clarity Wealth Management
Illinois
– -$232K -7,620 Closed
UBS Group
69
UBS Group
Switzerland
– -$142K -4,648 Closed
FA
70
Fiduciary Alliance
South Carolina
– -$94.2K -3,094 Closed
BWM
71
Baystate Wealth Management
Massachusetts
– -$67K -2,205 Closed
EWM
72
Evermay Wealth Management
Virginia
– -$51.8K -1,700 Closed
EE
73
EWG Elevate
California
– -$12.7K -417 Closed
GWSA
74
Global Wealth Strategies & Associates
Colorado
– -$7.61K -250 Closed