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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
126
Brightworth
Georgia
$248K
JWA
127
JFS Wealth Advisors
Pennsylvania
$248K +$436 +18 +0.2%
LPIC
128
LeJeune Puetz Investment Counsel
Michigan
$229K
SQA
129
Simon Quick Advisors
New Jersey
$221K +$23.6K +975 +12%
TFS
130
TrustCore Financial Services
Tennessee
$218K +$215K +8,901 New
JP Morgan Chase
131
JP Morgan Chase
New York
$196K +$654 +27 +0.3%
APA
132
American Portfolios Advisors
New York
$169K
CAL
133
Capital Analysts LLC
Pennsylvania
$158K +$78.9K +3,261 +101%
IRC
134
Investors Research Corp
Georgia
$149K +$148K +6,096 New
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$127K +$59.9K +2,475 +91%
AWMF
136
Arbor Wealth Management (Florida)
Florida
$111K +$110K +4,542 New
Fidelity Investments
137
Fidelity Investments
Massachusetts
$98K -$6.68K -276 -6%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$97K
GT
139
Glenmede Trust
Pennsylvania
$76K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$57K
ASN
141
Advisory Services Network
Georgia
$51K
BWA
142
Burt Wealth Advisors
Maryland
$48K
WTC
143
WhitTier Trust Company
Nevada
$45K
HR
144
Howe & Rusling
New York
$44K
SFG
145
SevenBridge Financial Group
Pennsylvania
$39K +$38.6K +1,593 New
BFC
146
Bedel Financial Consulting
Indiana
$38K +$605 +25 +2%
LWM
147
Lenox Wealth Management
Ohio
$31K +$28.3K +1,171 +960%
HWM
148
Holloway Wealth Management
Florida
$30K
Citigroup
149
Citigroup
New York
$27K
VFA
150
Valeo Financial Advisors
Indiana
$26K