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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Boston Advisors
Massachusetts
$811K +$859K +38,963 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$792K +$837K +37,995 New
VWM
28
Vector Wealth Management
Minnesota
$762K +$807K +36,600 New
B
29
Bailard
California
$638K +$675K +30,638 New
MIH
30
Madison Investment Holdings
Wisconsin
$590K +$624K +28,314 New
Morgan Stanley
31
Morgan Stanley
New York
$584K +$617K +28,013 New
ECM
32
Exchange Capital Management
Michigan
$544K +$575K +26,108 New
KC
33
Kingfisher Capital
North Carolina
$536K +$568K +25,751 New
SHWM
34
Smith & Howard Wealth Management
Georgia
$522K +$552K +25,047 New
U
35
UBS
Switzerland
$510K +$540K +24,513 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$492K +$521K +23,630 New
KFC
37
Klingenstein Fields & Co
New York
$323K +$342K +15,522 New
AI
38
Atria Investments
North Carolina
$312K +$331K +15,000 New
SSWM
39
Sheets Smith Wealth Management
North Carolina
$307K +$324K +14,720 New
CT
40
Cambridge Trust
Massachusetts
$269K +$284K +12,900 New
Ameriprise
41
Ameriprise
Minnesota
$115K +$122K +5,523 New
HR
42
Howe & Rusling
New York
$55K +$58.2K +2,639 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$34K +$36.5K +1,655 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$28K +$29.5K +1,337 New
Creative Planning
45
Creative Planning
Kansas
$9K +$9.59K +435 New
WTC
46
WhitTier Trust Company
Nevada
$7K +$7.27K +330 New
MFS
47
MSI Financial Services
Massachusetts
$4K +$4.74K +215 New
Citigroup
48
Citigroup
New York
$3K +$3.11K +141 New
GGPS
49
Gary Goldberg Planning Services
New York
$3K +$3.31K +150 New