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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
101
Sharkey, Howes & Javer
Colorado
$446K +$37.7K +1,577 +9%
MWM
102
Marietta Wealth Management
Georgia
$441K +$51.6K +2,157 +13%
CMO
103
Covenant Multifamily Offices
Texas
$431K +$6.34K +265 +1%
SFG
104
SNS Financial Group
Minnesota
$429K -$199K -8,306 -32%
SF
105
Synovus Financial
Georgia
$426K
CTA
106
Chesley Taft & Associates
Illinois
$421K +$419K +17,524 New
RRC
107
Relaxing Retirement Coach
Massachusetts
$408K -$48 -2 -0%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$402K +$56.3K +2,354 +16%
WS
109
Wela Strategies
Georgia
$400K -$111K -4,634 -22%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$376K -$8.73K -365 -2%
LWA
111
Lenox Wealth Advisors
New York
$373K -$5.38K -225 -1%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$360K -$24 -1 -0%
CT
113
Cambridge Trust
Massachusetts
$356K +$72 +3 +0%
QAM
114
QCI Asset Management
New York
$347K
US Bancorp
115
US Bancorp
Minnesota
$346K -$59.4K -2,485 -15%
SQA
116
Simon Quick Advisors
New Jersey
$345K +$128K +5,336 +59%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$303K -$167 -7 -0.1%
RCM
118
Radnor Capital Management
Pennsylvania
$288K
WA
119
Wealth Architects
California
$285K -$359 -15 -0.1%
Verition Fund Management
120
Verition Fund Management
Connecticut
$267K +$265K +11,089 New
HB
121
Homrich & Berg
Georgia
$257K +$256K +10,701 New
Brown Advisory
122
Brown Advisory
Maryland
$252K
BF
123
BOK Financial
Oklahoma
$251K +$24 +1 +0%
SBSB
124
Sullivan, Bruyette, Speros & Blaney
Virginia
$248K
B
125
Brightworth
Georgia
$244K