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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lenox Wealth Advisors
New York
$9.26M -$6.13M -266,292 -39%
WT
27
Whittier Trust
California
$8.9M
MBT
28
Montecito Bank & Trust
California
$8.51M +$5.1M +221,421 +132%
Ameriprise
29
Ameriprise
Minnesota
$7.57M +$1.99M +86,247 +42%
HSA
30
HBK Sorce Advisory
Pennsylvania
$7.37M +$7.78M +337,715 New
BC
31
Barnett & Company
Tennessee
$7.29M -$250K -10,868 -3%
VA
32
Valmark Advisers
Ohio
$5.08M -$416K -18,051 -7%
CIA
33
Capital Investment Advisors
Georgia
$4.92M +$623K +27,026 +14%
CFG
34
Citizens Financial Group
Rhode Island
$4.62M -$488K -21,202 -9%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$4.57M +$4.82M +209,354 New
HighTower Advisors
36
HighTower Advisors
Illinois
$3.87M +$346K +15,012 +9%
CMP
37
Courage Miller Partners
Virginia
$3.56M +$907K +39,381 +32%
BCI
38
Brinker Capital Investments
Pennsylvania
$3.51M +$81.2K +3,524 +2%
AC
39
Abbrea Capital
California
$3.49M +$76.4K +3,315 +2%
FC
40
Financial Consulate
Maryland
$3.44M +$1.41M +61,331 +64%
AG
41
Advisor Group
Arizona
$3.37M -$5.1M -221,610 -59%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.15M +$296K +12,838 +10%
SWM
43
SVA Wealth Management
Wisconsin
$2.95M +$1.4M +60,852 +82%
FPFS
44
First Personal Financial Services
North Carolina
$2.36M +$489K +21,232 +24%
NIC
45
Northwest Investment Counselors
Oregon
$2.35M -$269K -11,700 -10%
BDF
46
Balasa Dinverno & Foltz
$2.33M +$833K +36,168 +51%
WAM
47
Watermark Asset Management
California
$2.25M +$567K +24,595 +31%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.18M -$6.36M -276,122 -73%
PWMG
49
Prestige Wealth Management Group
New Jersey
$2.12M +$2.23M +96,977 New
SGCA
50
Steel Grove Capital Advisors
Tennessee
$2.1M +$2.21M +96,141 New