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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
CBIZ Investment Advisory Services
Ohio
$538K
EAM
102
Evanson Asset Management
California
$535K +$7.8K +312 +2%
SHJ
103
Sharkey, Howes & Javer
Colorado
$532K +$52.5K +2,099 +11%
FA
104
Financial Advisors
Massachusetts
$520K +$6.1K +244 +1%
JMPWA
105
JP Morgan Private Wealth Advisors
California
$491K +$59.2K +2,365 +14%
KBFS
106
Kohmann Bosshard Financial Services
Ohio
$489K
SMFS
107
Squar Milner Financial Services
California
$486K +$472K +18,889 New
MWM
108
Marietta Wealth Management
Georgia
$480K +$6.98K +279 +2%
PP
109
Patten & Patten
Tennessee
$468K +$454K +18,162 New
TSS
110
Two Sigma Securities
New York
$463K +$450K +17,983 New
CMO
111
Covenant Multifamily Offices
Texas
$461K -$725 -29 -0.2%
SF
112
Synovus Financial
Georgia
$457K -$25 -1 -0%
CTA
113
Chesley Taft & Associates
Illinois
$452K
SFG
114
SNS Financial Group
Minnesota
$450K -$9.88K -395 -2%
RRC
115
Relaxing Retirement Coach
Massachusetts
$437K
SWA
116
Stratos Wealth Advisors
Ohio
$418K -$59K -2,360 -13%
WS
117
Wela Strategies
Georgia
$415K -$13.2K -529 -3%
LWA
118
Lenox Wealth Advisors
New York
$406K +$5.93K +237 +2%
BWP
119
Bernardo Wealth Planning
Pennsylvania
$404K +$475 +19 +0.1%
BWM
120
BerganKDV Wealth Management
Minnesota
$394K +$383K +15,296 New
RPGK
121
Retirement Planning Group (Kansas)
Kansas
$386K
SQA
122
Simon Quick Advisors
New Jersey
$378K +$8.05K +322 +2%
QAM
123
QCI Asset Management
New York
$372K
RCA
124
Rowland Carmichael Advisors
Arizona
$372K +$361K +14,441 New
US Bancorp
125
US Bancorp
Minnesota
$370K