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Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC

Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
1
Principal Financial Group
Iowa
$1.86B -$154M -2,616,046 -8%
PS
2
Principal Securities
Iowa
$262M -$2.61M -44,351 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$254M -$3.5M -59,352 -1%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$57.9M +$7.83M +132,829 +16%
Raymond James Financial
5
Raymond James Financial
Florida
$40.8M +$40.1M +680,027 New
LPL Financial
6
LPL Financial
California
$34.3M +$7.6M +128,838 +29%
Morgan Stanley
7
Morgan Stanley
New York
$28.2M +$2.98M +50,546 +12%
LC
8
Legacy CG
Texas
$18.1M +$1.74M +29,583 +11%
Wells Fargo
9
Wells Fargo
California
$17.3M +$5.39M +91,501 +46%
SWM
10
Segment Wealth Management
Texas
$15.2M +$131K +2,221 +0.9%
GSWM
11
Golden State Wealth Management
California
$11.1M +$10.9M +184,789 New
NA
12
NewEdge Advisors
Louisiana
$10.8M -$3.08M -52,243 -23%
SFS
13
Symphony Financial Services
Ohio
$9.01M +$225K +3,812 +3%
BCI
14
Brinker Capital Investments
Pennsylvania
$8.73M +$8.57M +145,398 New
OPS
15
Orion Portfolio Solutions
Nebraska
$8.73M +$8.57M +145,398 New
EWA
16
EP Wealth Advisors
California
$7.72M -$168K -2,845 -2%
JWM
17
Jackson Wealth Management
Florida
$5.98M +$1.23M +20,836 +26%
ECA
18
Elevation Capital Advisory
Oregon
$4.61M +$4.53M +76,840 New
GM
19
GeoWealth Management
Illinois
$4.61M +$4.53M +76,840 New
KAS
20
Kestra Advisory Services
Texas
$4.46M +$1.64M +27,789 +60%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.88M -$195K -3,313 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.05M +$241K +4,080 +9%
WAOI
23
Wealth Advisors of Iowa
Iowa
$2.49M +$1.14M +19,417 +88%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.01M +$448K +7,598 +29%
SAM
25
Smartleaf Asset Management
Massachusetts
$1.99M +$1.29M +21,940 +197%
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