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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
101
Bragg Financial Advisors
North Carolina
$1.08M -$76.3K -2,480 -7%
LIG
102
Lokken Investment Group
Delaware
$1.01M +$590K +19,183 +162%
AAS
103
Avantax Advisory Services
Texas
$1M +$944K +30,716 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$987K -$1.05M -34,223 -53%
FC
105
Financial Consulate
Maryland
$985K +$928K +30,171 New
MTWM
106
Masso Torrence Wealth Management
New Jersey
$966K +$60.4K +1,965 +7%
RIS
107
Retirement Income Solutions
Michigan
$962K +$906K +29,457 New
MML Investors Services
108
MML Investors Services
Massachusetts
$931K +$24.4K +792 +3%
SFG
109
Sage Financial Group
Pennsylvania
$842K
SW
110
Simplicity Wealth
New Jersey
$830K +$413K +13,440 +112%
US Bancorp
111
US Bancorp
Minnesota
$829K +$780K +25,382 New
EH
112
Equitable Holdings
New York
$816K +$22.8K +741 +3%
KCAM
113
Kagan Cocozza Asset Management
New Jersey
$797K -$27.4K -892 -4%
Goldman Sachs
114
Goldman Sachs
New York
$787K -$1.64M -53,467 -69%
WS
115
Wela Strategies
Georgia
$783K +$4.3K +140 +0.6%
SFFS
116
Stonehage Fleming Financial Services
Jersey
$777K
GRP
117
Global Retirement Partners
California
$775K +$729K +23,718 New
BP
118
BBR Partners
New York
$762K +$718K +23,341 New
BTWM
119
Baker Tilly Wealth Management
Wisconsin
$631K
CTA
120
Chesley Taft & Associates
Illinois
$625K +$53.9K +1,752 +10%
TIAA Trust, National Association
121
TIAA Trust, National Association
North Carolina
$617K +$41K +1,332 +8%
CGPCS
122
Capital Group Private Client Services
California
$616K +$579K +18,846 New
FCFC
123
First Commonwealth Financial Corp
Pennsylvania
$591K +$122K +3,980 +28%
SWM
124
SpringVest Wealth Management
Texas
$590K -$495K -16,112 -47%
ISB
125
Iowa State Bank
Iowa
$588K -$71.3K -2,318 -11%