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Motley Fool 100 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
101
AlphaCore Capital
California
$351K
HFS
102
Howard Financial Services
Texas
$343K -$14K -196 -4%
CPIA
103
Cornell Pochily Investment Advisors
New York
$343K +$15.8K +221 +5%
IFG
104
Independent Financial Group
California
$332K +$330K +4,625 New
MMHP
105
Murphy Middleton Hinkle & Parker
Georgia
$321K -$50.7K -710 -24%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$313K +$286K +4,005 +1,144%
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$313K +$311K +4,359 New
OCA
108
OpenArc Corporate Advisory
Georgia
$304K +$303K +4,240 New
FFS
109
Founders Financial Securities
Maryland
$303K +$302K +4,224 New
BFG
110
Berger Financial Group
Minnesota
$297K -$21.3K -299 -7%
TCWM
111
Total Clarity Wealth Management
Illinois
$285K -$14.2K -199 -5%
MCM
112
Marathon Capital Management
Maryland
$276K -$10.7K -150 -4%
BCI
113
Brinker Capital Investments
Pennsylvania
$274K -$193K -2,699 -41%
IP
114
Isthmus Partners
Wisconsin
$270K
DADC
115
D.A. Davidson & Co
Montana
$255K
KeyBank National Association
116
KeyBank National Association
Ohio
$251K +$250K +3,500 New
SCM
117
Saxony Capital Management
Missouri
$251K +$249K +3,491 New
GFG
118
Goldstone Financial Group
Illinois
$246K -$15.6K -218 -6%
FIA
119
Foundations Investment Advisors
Arizona
$245K +$8.28K +116 +4%
JIC
120
Joel Isaacson & Co
New York
$244K +$357 +5 +0.1%
LIA
121
LBMC Investment Advisors
Tennessee
$241K
TA
122
TruWealth Advisors
Louisiana
$237K
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$231K +$229K +3,214 New
LAA
124
Liberty Atlantic Advisors
Texas
$228K +$227K +3,180 New
FA
125
Fiduciary Alliance
South Carolina
$222K