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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 166 M +USD 5.06 M +194,787 +3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
USD 83.2 M -USD 239 k -9,193 -0.3%
Pitcairn
3
Pitcairn
Pennsylvania
USD 53.2 M +USD 18.2 M +701,898 +53%
Synovus Financial
4
Synovus Financial
Georgia
USD 48.1 M -USD 919 k -35,395 -2%
Jane Street
5
Jane Street
New York
USD 41 M -USD 7.99 M -307,472 -16%
Hengehold Capital Management
6
Hengehold Capital Management
Ohio
USD 40.9 M +USD 51 k +1,965 +0.1%
Avantax Planning Partners
7
Avantax Planning Partners
Iowa
USD 39.6 M -USD 610 k -23,494 -2%
Gerber Kawasaki Wealth & Investment Management
8
Gerber Kawasaki Wealth & Investment Management
California
USD 32 M +USD 13.9 M +534,359 +77%
LPL Financial
9
LPL Financial
California
USD 31.9 M +USD 11.3 M +433,106 +55%
Wealth CMT
10
Wealth CMT
New Jersey
USD 29.6 M +USD 29.5 M +1,133,849 Nuevas
CLA (CliftonLarsonAllen) Wealth Advisors
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 27.4 M -USD 52.1 k -2,007 -0.2%
Eastern Bank
12
Eastern Bank
Massachusetts
USD 25.2 M +USD 59.3 k +2,284 +0.2%
Financial Consulate
13
Financial Consulate
Maryland
USD 24.1 M +USD 2.76 M +106,076 +13%
Forvis Mazars Wealth Advisors
14
Forvis Mazars Wealth Advisors
Missouri
USD 21.3 M -USD 426 k -16,397 -2%
Lodestar Private Asset Management
15
Lodestar Private Asset Management
California
USD 20.3 M -USD 973 k -37,461 -5%
Truist Financial
16
Truist Financial
North Carolina
USD 19.7 M +USD 385 k +14,810 +2%
Sequoia Financial Advisors
17
Sequoia Financial Advisors
Ohio
USD 18.6 M -USD 953 k -36,696 -5%
Cobblestone Capital Advisors
18
Cobblestone Capital Advisors
New York
USD 14.3 M -USD 780 k -30,031 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 11.7 M +USD 497 k +19,133 +4%
AIA
20
Arcadia Investment Advisors
Idaho
USD 10.5 M +USD 120 k +4,606 +1%
UBS Group
21
UBS Group
Switzerland
USD 9.5 M -USD 854 k -32,883 -8%
Morgan Stanley
22
Morgan Stanley
New York
USD 8.89 M +USD 373 k +14,364 +4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
USD 8.7 M +USD 296 k +11,378 +4%
IAG Wealth Partners
24
IAG Wealth Partners
Wisconsin
USD 8.46 M +USD 71 k +2,735 +0.9%
State Street
25
State Street
Massachusetts
USD 8.23 M -USD 1.66 k -64 -0%
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