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Harbor Long-Term Growers ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$89.8M -$16.6M -666,591 -16%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$65.4M +$11.7M +471,091 +23%
Corient Private Wealth
3
Corient Private Wealth
Florida
$40.7M +$296K +11,875 +0.8%
GSAM
4
Grant Street Asset Management
Pennsylvania
$37M +$1.78M +71,473 +5%
TCM
5
Towneley Capital Management
California
$29.1M +$319K +12,812 +1%
WWM
6
WJ Wealth Management
Arizona
$19.7M +$511K +20,520 +3%
GSEP
7
Golden State Equity Partners
California
$18.5M +$9.36M +375,946 +109%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$15.9M -$959K -38,523 -6%
LCM
9
Leisure Capital Management
California
$9.76M +$4.8M +192,706 +102%
PAG
10
Private Advisor Group
New Jersey
$9M +$463K +18,614 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.68M +$2.09M +84,059 +33%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.48M +$681K +27,373 +9%
IWM
13
IHT Wealth Management
Illinois
$7.95M +$7.29M +292,940 +1,692%
SF
14
Synovus Financial
Georgia
$6.51M +$611K +24,558 +11%
EH
15
Equitable Holdings
New York
$5.17M -$1.79M -72,124 -26%
SCM
16
SOL Capital Management
Maryland
$4.88M +$635K +25,505 +15%
RJA
17
Raymond James & Associates
Florida
$4.73M +$2.59M +104,267 +130%
TCA
18
Transcend Capital Advisors
New Jersey
$4.66M -$15.8K -634 -0.3%
GVAG
19
Great Valley Advisor Group
Delaware
$4.42M +$70.2K +2,819 +2%
AAS
20
Avantax Advisory Services
Texas
$4.32M +$130K +5,236 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$3.76M +$351K +14,111 +11%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.76M +$20.8K +834 +0.6%
PWM
23
Provident Wealth Management
Tennessee
$3.65M -$1.63M -65,421 -31%
FMN
24
Financial Management Network
California
$3.41M +$61.8K +2,485 +2%
GA
25
Geller Advisors
New York
$3.23M +$619K +24,892 +25%
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