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Principal Exchange-Traded Funds Principal US Mega-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gotham Asset Management
New York
$604K -$74.6K -1,046 -11%
AAP
52
Arax Advisory Partners
Colorado
$593K +$571K +8,002 New
William Blair & Company
53
William Blair & Company
Illinois
$524K +$18.8K +263 +4%
ASN
54
Advisory Services Network
Georgia
$500K +$16.5K +232 +4%
BCI
55
Brinker Capital Investments
Pennsylvania
$495K -$2.61M -36,591 -85%
BCM
56
Basso Capital Management
Connecticut
$490K +$472K +6,617 New
CWM
57
Cornerstone Wealth Management
Missouri
$469K -$10.6K -149 -2%
HighTower Advisors
58
HighTower Advisors
Illinois
$428K +$61.3K +860 +17%
JWM
59
Jackson Wealth Management
Florida
$428K -$2.63M -36,819 -86%
SW
60
Simplicity Wealth
New Jersey
$375K +$30.3K +425 +9%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$367K +$1.57K +22 +0.4%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$320K -$22.9K -321 -7%
PIA
63
Perennial Investment Advisors
California
$315K
CPG
64
Cornerstone Planning Group
New Jersey
$313K -$3.42K -48 -1%
EH
65
Equitable Holdings
New York
$305K -$39.1K -549 -12%
AssetMark Inc
66
AssetMark Inc
California
$284K +$45K +631 +20%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$251K +$242K +3,390 New
Marshall Wace
68
Marshall Wace
United Kingdom
$203K -$226K -3,164 -54%
Jane Street
69
Jane Street
New York
$201K -$679K -9,523 -78%
CAM
70
Concorde Asset Management
Michigan
$200K +$192K +2,700 New
CIA
71
Cape Investment Advisory
Georgia
$179K +$172K +2,412 New
MIM
72
Marshall Investment Management
Colorado
$102K +$10.2K +143 +12%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$92.2K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$85.6K +$64.6K +906 +364%
CFM
75
Compass Financial Management
Florida
$82.5K +$77.3K +1,084 New