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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
$2.33B +$420M +7,210,333 +24%
PS
2
Principal Securities
Iowa
$251M -$21M -361,749 -8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$239M -$14.7M -253,324 -6%
LPL Financial
4
LPL Financial
California
$78.6M +$27M +464,654 +59%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$57.6M -$267K -4,588 -0.5%
Raymond James Financial
6
Raymond James Financial
Florida
$49.4M -$130K -2,226 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$39.8M +$3.36M +57,823 +10%
Wells Fargo
8
Wells Fargo
California
$37.7M +$1.34M +23,020 +4%
NA
9
NewEdge Advisors
Louisiana
$19.7M +$2.57M +44,148 +16%
LC
10
Legacy CG
Texas
$19.3M +$113K +1,946 +0.6%
BCI
11
Brinker Capital Investments
Pennsylvania
$16.8M +$3.51M +60,344 +29%
SWM
12
Segment Wealth Management
Texas
$16.1M +$53.9K +926 +0.4%
SFS
13
Symphony Financial Services
Ohio
$13.2M +$863K +14,831 +8%
GSWM
14
Golden State Wealth Management
California
$12.2M +$231K +3,965 +2%
EWA
15
EP Wealth Advisors
California
$8.33M +$155K +2,662 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$7.28M +$5.64M +97,000 +500%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.67M +$83K +1,427 +2%
SL
18
Systelligence LLC
Minnesota
$4.23M +$3.93M +67,603 New
WAOI
19
Wealth Advisors of Iowa
Iowa
$3.95M +$1.69M +29,098 +86%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.79M -$10.8K -185 -0.3%
MML Investors Services
21
MML Investors Services
Massachusetts
$3.68M +$1.29M +22,152 +60%
GS
22
GTS Securities
Florida
$3.53M +$2.27M +38,941 +222%
IWC
23
Integrated Wealth Concepts
Massachusetts
$3.52M +$3.27M +56,211 New
Osaic Holdings
24
Osaic Holdings
Arizona
$3.45M -$734K -12,619 -19%
UBS Group
25
UBS Group
Switzerland
$3.45M +$1.85M +31,825 +137%
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