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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
101
Kohmann Bosshard Financial Services
Ohio
$467K
FA
102
Financial Advisors
Massachusetts
$463K +$20.1K +858 +5%
Renaissance Technologies
103
Renaissance Technologies
New York
$453K +$38.7K +1,650 +10%
5L
104
55I LLC
Massachusetts
$448K +$435K +18,566 New
MA
105
Mutual Advisors
Nebraska
$440K +$19K +812 +5%
RJFSA
106
Raymond James Financial Services Advisors
Florida
$412K +$400K +17,055 New
MWM
107
Marietta Wealth Management
Georgia
$409K -$369K -15,720 -48%
RRC
108
Relaxing Retirement Coach
Massachusetts
$409K
US Bancorp
109
US Bancorp
Minnesota
$407K
SHJ
110
Sharkey, Howes & Javer
Colorado
$404K +$392K +16,719 New
WWM
111
Windsor Wealth Management
Indiana
$402K +$130K +5,550 +50%
BWP
112
Bernardo Wealth Planning
Pennsylvania
$388K -$2.67K -114 -0.7%
CT
113
Cambridge Trust
Massachusetts
$377K -$891 -38 -0.2%
Deutsche Bank
114
Deutsche Bank
Germany
$365K +$117K +4,997 +49%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$362K
QAM
116
QCI Asset Management
New York
$349K
JMPWA
117
JP Morgan Private Wealth Advisors
California
$346K -$225K -9,604 -40%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$318K
WP
119
WealthSource Partners
California
$295K -$142K -6,036 -33%
RCM
120
Radnor Capital Management
Pennsylvania
$290K
WA
121
Wealth Architects
California
$287K
MML Investors Services
122
MML Investors Services
Massachusetts
$266K -$489K -20,867 -65%
BF
123
BOK Financial
Oklahoma
$254K +$247K +10,535 New
B
124
Brightworth
Georgia
$245K
JWA
125
JFS Wealth Advisors
Pennsylvania
$244K