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Motley Fool Global Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$6.28M
LPL Financial
2
LPL Financial
California
$3.7M -$46.6K -1,732 -1%
CG
3
Caprock Group
Idaho
$2.39M
GS
4
GTS Securities
Florida
$1.74M +$252K +9,367 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.34M -$113K -4,193 -8%
Creative Planning
6
Creative Planning
Kansas
$1.19M +$9.42K +350 +0.8%
WPC
7
Wedmont Private Capital
Pennsylvania
$957K
BW
8
Bison Wealth
Georgia
$912K -$144K -5,351 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$851K +$205K +7,608 +31%
Citadel Advisors
10
Citadel Advisors
Florida
$846K +$870K +32,341 New
9WM
11
9258 Wealth Management
Ohio
$734K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$680K +$699K +25,992 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$423K +$435K +16,180 New
AWA
14
Arkadios Wealth Advisors
Georgia
$344K
Morgan Stanley
15
Morgan Stanley
New York
$292K -$17.9K -666 -6%
GW
16
GW & Wade
Massachusetts
$281K -$48.7K -1,809 -14%
APIM
17
Agate Pass Investment Management
Washington
$262K
EWM
18
Empirical Wealth Management
Washington
$249K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$245K -$38.8K -1,443 -13%
HWM
20
HB Wealth Management
Georgia
$237K
BBHC
21
Brown Brothers Harriman & Co
New York
$225K
BCWM
22
Bartlett & Co Wealth Management
Ohio
$205K
BC
23
Bartlett & Co
Ohio
$205K
YAL
24
Your Advocates Ltd
Texas
$160K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$137K -$1.72K -64 -1%