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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
Choreo LLC
176
Choreo LLC
Illinois
USD 374 k – – –
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
USD 356 k -USD 12.8 k -323 -4%
ARS Investment Partners
178
ARS Investment Partners
New York
USD 349 k – – –
Cresset Asset Management
179
Cresset Asset Management
Illinois
USD 348 k +USD 339 k +8,562 Nuevas
Todd Asset Management
180
Todd Asset Management
Kentucky
USD 345 k +USD 87.1 k +2,198 +35%
PFG Investments
181
PFG Investments
New York
USD 340 k +USD 332 k +8,370 Nuevas
AE Wealth Management
182
AE Wealth Management
Kansas
USD 340 k -USD 79 -2 -0%
SL
183
Sentry LLC
Tennessee
USD 336 k – – –
Glassman Wealth Services
184
Glassman Wealth Services
Virginia
USD 320 k -USD 8.01 k -202 -3%
Renaissance Group
185
Renaissance Group
Kentucky
USD 312 k +USD 304 k +7,663 Nuevas
BIP Wealth
186
BIP Wealth
Georgia
USD 300 k -USD 13.4 k -339 -4%
CFAM
187
Center For Asset Management
Florida
USD 289 k – – –
Sage Mountain Advisors
188
Sage Mountain Advisors
Georgia
USD 287 k – – –
Goelzer Investment Management
189
Goelzer Investment Management
Indiana
USD 287 k +USD 3.17 k +80 +1%
CWM
190
Cooke Wealth Management
California
USD 285 k +USD 49.6 k +1,250 +22%
EP Wealth Advisors
191
EP Wealth Advisors
California
USD 284 k -USD 7.18 k -181 -3%
GA
192
GoalVest Advisory
New York
USD 284 k – – –
PIA
193
Pinion Investment Advisors
Kansas
USD 284 k – – –
Geneos Wealth Management
194
Geneos Wealth Management
Colorado
USD 279 k +USD 107 k +2,692 +65%
Old National Bancorp
195
Old National Bancorp
Indiana
USD 277 k +USD 270 k +6,811 Nuevas
MPCG
196
Matrix Private Capital Group
New York
USD 277 k – – –
PF
197
Penney Financial
Texas
USD 266 k – – –
Integrated Wealth Concepts
198
Integrated Wealth Concepts
Massachusetts
USD 264 k – – –
RVW Wealth
199
RVW Wealth
California
USD 261 k – – –
SHWM
200
Smith & Howard Wealth Management
Georgia
USD 261 k – – –
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