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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRC
101
Relaxing Retirement Coach
Massachusetts
$370K -$141K -6,111 -26%
US Bancorp
102
US Bancorp
Minnesota
$368K
BWP
103
Bernardo Wealth Planning
Pennsylvania
$353K +$373K +16,193 New
CT
104
Cambridge Trust
Massachusetts
$341K -$48K -2,085 -12%
RPGK
105
Retirement Planning Group (Kansas)
Kansas
$327K +$345K +14,981 New
QAM
106
QCI Asset Management
New York
$315K
SWP
107
Stratos Wealth Partners
Ohio
$313K -$173K -7,527 -34%
GI
108
Gradient Investments
Minnesota
$313K +$3.62K +157 +1%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$287K
William Blair & Company
110
William Blair & Company
Illinois
$280K -$18.8K -817 -6%
SWA
111
Stratos Wealth Advisors
Ohio
$274K +$289K +12,531 New
COI
112
Capital One Investing
Virginia
$269K +$284K +12,341 New
RCM
113
Radnor Capital Management
Pennsylvania
$262K
WA
114
Wealth Architects
California
$259K
BAAM
115
Baker Avenue Asset Management
California
$253K +$267K +11,580 New
WWM
116
Windsor Wealth Management
Indiana
$242K +$256K +11,100 New
RJA
117
Raymond James & Associates
Florida
$231K -$235K -10,218 -49%
CWM
118
Cahaba Wealth Management
Georgia
$222K +$235K +10,200 New
Deutsche Bank
119
Deutsche Bank
Germany
$221K -$1.53M -66,641 -87%
JWA
120
JFS Wealth Advisors
Pennsylvania
$221K -$4.91K -213 -2%
B
121
Brightworth
Georgia
$221K
PFA
122
Pure Financial Advisors
California
$221K +$233K +10,109 New
SAM
123
Stringer Asset Management
Tennessee
$211K +$225K +9,756 New
LPIC
124
LeJeune Puetz Investment Counsel
Michigan
$205K
JP Morgan Chase
125
JP Morgan Chase
New York
$175K +$81.3K +3,530 +78%