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icono de CWI

State Street SPDR MSCI ACWI ex-US ETF
CWI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wilmington Savings Fund Society
26
Wilmington Savings Fund Society
Delaware
USD 17.1 M -USD 195 k -4,910 -1%
NewEdge Advisors
27
NewEdge Advisors
Louisiana
USD 15 M +USD 208 k +5,241 +1%
Sequoia Financial Advisors
28
Sequoia Financial Advisors
Ohio
USD 14.5 M -USD 419 k -10,559 -3%
Huntington National Bank
29
Huntington National Bank
Ohio
USD 14.1 M – – –
Pathstone Holdings
30
Pathstone Holdings
New Jersey
USD 14.1 M +USD 13.7 M +346,048 Nuevas
APWA
31
Atlas Private Wealth Advisors
New Jersey
USD 14 M +USD 956 k +24,117 +8%
Hantz Financial Services
32
Hantz Financial Services
Michigan
USD 13 M -USD 352 k -8,875 -3%
Waverly Advisors
33
Waverly Advisors
Alabama
USD 12.8 M +USD 260 k +6,567 +2%
Baird Financial Group
34
Baird Financial Group
Wisconsin
USD 12.5 M -USD 345 k -8,713 -3%
AIA
35
Arcadia Investment Advisors
Idaho
USD 12.5 M -USD 145 k -3,656 -1%
Wells Fargo
36
Wells Fargo
California
USD 12.1 M +USD 426 k +10,744 +4%
IAG Wealth Partners
37
IAG Wealth Partners
Wisconsin
USD 11.5 M +USD 111 k +2,802 +1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
USD 11.4 M +USD 243 k +6,142 +2%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
USD 11.3 M -USD 576 k -14,531 -5%
UBS Group
40
UBS Group
Switzerland
USD 11.3 M -USD 250 k -6,315 -2%
Whittier Trust
41
Whittier Trust
California
USD 11 M -USD 297 k -7,500 -3%
FF
42
Friday Financial
Iowa
USD 10.7 M +USD 117 k +2,944 +1%
Osaic Holdings
43
Osaic Holdings
Arizona
USD 10.4 M +USD 483 k +12,186 +5%
Kingsview Wealth Management
44
Kingsview Wealth Management
Oregon
USD 9.9 M +USD 1.45 M +36,701 +18%
PWA
45
Portus Wealth Advisors
North Carolina
USD 8.97 M -USD 2.35 M -59,349 -21%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
USD 8.96 M +USD 854 k +21,554 +11%
Savant Capital
47
Savant Capital
Illinois
USD 8.88 M +USD 4.6 M +116,073 +102%
Nicolet Bankshares
48
Nicolet Bankshares
Wisconsin
USD 8.6 M +USD 673 k +16,981 +9%
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
USD 8.09 M – – –
JP Morgan Chase
50
JP Morgan Chase
New York
USD 7.71 M -USD 236 k -5,946 -3%
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