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Motley Fool Capital Efficiency 100 Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.58M -$196K -7,297 -11%
GS
2
GTS Securities
Florida
$1.47M +$1.54M +57,475 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.42M +$1.49M +55,573 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$615K -$38.9K -1,448 -6%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$583K +$612K +22,774 New
Osaic Holdings
6
Osaic Holdings
Arizona
$529K -$111K -4,131 -17%
Goldman Sachs
7
Goldman Sachs
New York
$393K
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$264K +$278K +10,333 New
SCA
9
Snowden Capital Advisors
New York
$240K -$88K -3,275 -26%
GC
10
GatePass Capital
Ohio
$216K +$227K +8,450 New
UBS Group
11
UBS Group
Switzerland
$164K +$172K +6,403 New
JP Morgan Chase
12
JP Morgan Chase
New York
$95.7K
HI
13
Harbour Investments
Wisconsin
$50.9K +$1.91K +71 +4%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$23K
SWM
15
Spire Wealth Management
Virginia
$5.63K +$5.91K +220 New
RMP
16
Richards, Merrill & Peterson
Washington
$5.12K
HNB
17
Huntington National Bank
Ohio
$1.72K
Morgan Stanley
18
Morgan Stanley
New York
$26
Wells Fargo
19
Wells Fargo
California
$19 +$27 +1 New
IA
20
IFP Advisors
Florida
-$110K -4,168 Closed
CJ
21
Caitlin John
Michigan
-$17.1K -650 Closed
LFG
22
Larson Financial Group
Missouri
-$10.5K -400 Closed
SAM
23
Synergy Asset Management
Washington
-$1.71K -66 Closed