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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
$1.71B -$59.7M -994,476 -3%
PS
2
Principal Securities
Iowa
$262M +$75K +1,250 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$231M -$9.47M -157,817 -4%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$52.5M -$2.32M -38,653 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$45M +$6.72M +112,064 +16%
LPL Financial
6
LPL Financial
California
$44.9M +$13.3M +220,891 +39%
Wells Fargo
7
Wells Fargo
California
$32.9M +$17.4M +290,736 +101%
Morgan Stanley
8
Morgan Stanley
New York
$32.9M +$6.6M +110,009 +23%
LC
9
Legacy CG
Texas
$17.4M +$321K +5,352 +2%
NA
10
NewEdge Advisors
Louisiana
$15.4M +$5.49M +91,444 +51%
SWM
11
Segment Wealth Management
Texas
$14.6M +$168K +2,800 +1%
BCI
12
Brinker Capital Investments
Pennsylvania
$11.8M +$3.77M +62,850 +43%
OPS
13
Orion Portfolio Solutions
Nebraska
$11.8M +$3.77M +62,850 +43%
SFS
14
Symphony Financial Services
Ohio
$11.2M +$2.81M +46,807 +31%
GSWM
15
Golden State Wealth Management
California
$10.9M +$409K +6,810 +4%
EWA
16
EP Wealth Advisors
California
$7.41M +$120K +2,004 +2%
JWM
17
Jackson Wealth Management
Florida
$5.65M -$1.38K -23 -0%
HBFP
18
Henderson Brothers Financial Partners
Pennsylvania
$5.31M +$4.65M +77,575 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.16M +$520K +8,673 +13%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.85M +$3.23M +53,816 +387%
MIM
21
Marshall Investment Management
Colorado
$3.84M +$4.06M +67,650 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.45M +$591K +9,858 +19%
KAS
23
Kestra Advisory Services
Texas
$2.96M -$1.33M -22,191 -30%
SAM
24
Smartleaf Asset Management
Massachusetts
$2.52M +$683K +11,383 +34%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.08M +$1.26M +21,051 +135%
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