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State Street SPDR MSCI ACWI ex-US ETF
CWI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of America
1
Bank of America
North Carolina
USD 138 M -USD 7.85 M -324,393 -5%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
USD 73.2 M -USD 202 k -8,361 -0.3%
Strid Group
3
Strid Group
Pennsylvania
USD 50.4 M +USD 1.88 M +77,843 +4%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
USD 47.8 M -USD 2.81 M -116,112 -6%
Hengehold Capital Management
5
Hengehold Capital Management
Ohio
USD 46.7 M +USD 15.5 M +640,257 +50%
Colony Group
6
Colony Group
Massachusetts
USD 43.2 M -USD 672 k -27,756 -2%
Suntrust Banks
7
Suntrust Banks
Georgia
USD 39.7 M +USD 12.6 M +518,934 +47%
Eastern Bank
8
Eastern Bank
Massachusetts
USD 37.9 M +USD 832 k +34,380 +2%
Sequoia Financial Advisors
9
Sequoia Financial Advisors
Ohio
USD 36.4 M +USD 4.97 M +205,143 +16%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
USD 24.8 M – – –
State Street
11
State Street
Massachusetts
USD 24 M -USD 13.6 k -561 -0.1%
Tanglewood Wealth Management
12
Tanglewood Wealth Management
Texas
USD 17.9 M -USD 7.6 M -313,989 -30%
Cobblestone Capital Advisors
13
Cobblestone Capital Advisors
New York
USD 16.5 M +USD 18.2 k +750 +0.1%
Avantax Planning Partners
14
Avantax Planning Partners
Iowa
USD 15.4 M -USD 533 k -22,040 -3%
Forvis Mazars Wealth Advisors
15
Forvis Mazars Wealth Advisors
Missouri
USD 14.8 M -USD 421 k -17,412 -3%
CLA (CliftonLarsonAllen) Wealth Advisors
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 14.3 M +USD 695 k +28,701 +5%
Montecito Bank & Trust
17
Montecito Bank & Trust
California
USD 12.9 M -USD 122 k -5,045 -1%
Domani Wealth
18
Domani Wealth
Pennsylvania
USD 12.8 M +USD 145 k +5,979 +1%
Morgan Stanley
19
Morgan Stanley
New York
USD 12.3 M +USD 2.95 M +121,857 +32%
Pitcairn
20
Pitcairn
Pennsylvania
USD 11.7 M +USD 506 k +20,919 +5%
AIA
21
Arcadia Investment Advisors
Idaho
USD 10.9 M +USD 343 k +14,172 +3%
Whittier Trust
22
Whittier Trust
California
USD 9.7 M -USD 192 k -7,924 -2%
Jane Street
23
Jane Street
New York
USD 7.73 M +USD 3.26 M +134,479 +74%
TIAA FSB
24
TIAA FSB
Florida
USD 7.52 M -USD 8.45 M -349,221 -53%
Wells Fargo
25
Wells Fargo
California
USD 7.33 M +USD 2.56 M +105,924 +55%
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