We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FDx Advisors
Illinois
$497K -$60.8K -2,513 -11%
FA
102
Financial Advisors
Massachusetts
$481K +$12.2K +506 +3%
KBFS
103
Kohmann Bosshard Financial Services
Ohio
$473K
ISB
104
Iowa State Bank
Iowa
$456K +$452K +18,660 New
SF
105
Synovus Financial
Georgia
$433K -$160K -6,630 -27%
CMO
106
Covenant Multifamily Offices
Texas
$432K +$428K +17,667 New
RRC
107
Relaxing Retirement Coach
Massachusetts
$416K
SHJ
108
Sharkey, Howes & Javer
Colorado
$415K +$6.29K +260 +2%
US Bancorp
109
US Bancorp
Minnesota
$413K
MWM
110
Marietta Wealth Management
Georgia
$396K -$17.9K -739 -4%
BWP
111
Bernardo Wealth Planning
Pennsylvania
$392K -$871 -36 -0.2%
LWA
112
Lenox Wealth Advisors
New York
$385K -$10.9M -450,664 -97%
MML Investors Services
113
MML Investors Services
Massachusetts
$383K +$113K +4,671 +42%
RPGK
114
Retirement Planning Group (Kansas)
Kansas
$366K
CT
115
Cambridge Trust
Massachusetts
$362K -$19.2K -795 -5%
QAM
116
QCI Asset Management
New York
$353K
JMPWA
117
JP Morgan Private Wealth Advisors
California
$351K +$436 +18 +0.1%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$308K -$296K -12,247 -49%
RCM
119
Radnor Capital Management
Pennsylvania
$293K
WA
120
Wealth Architects
California
$290K -$73 -3 -0%
Deutsche Bank
121
Deutsche Bank
Germany
$274K -$94.2K -3,891 -26%
Brown Advisory
122
Brown Advisory
Maryland
$257K +$254K +10,500 New
BF
123
BOK Financial
Oklahoma
$255K -$2.23K -92 -0.9%
SBSB
124
Sullivan, Bruyette, Speros & Blaney
Virginia
$252K +$250K +10,323 New
WP
125
WealthSource Partners
California
$250K -$47.9K -1,979 -16%