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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
126
BerganKDV Wealth Management
Minnesota
$309K
WWM
127
Western Wealth Management
Colorado
$307K +$309K +10,450 New
FC
128
Forte Capital
New York
$298K +$768 +26 +0.3%
B
129
Brightworth
Georgia
$297K
CWM
130
Connecticut Wealth Management
Connecticut
$294K +$4.34K +147 +1%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$294K +$35.9K +1,217 +14%
MA
132
MONECO Advisors
Connecticut
$281K -$161K -5,446 -36%
LPIC
133
LeJeune Puetz Investment Counsel
Michigan
$275K
JWA
134
JFS Wealth Advisors
Pennsylvania
$270K -$11.6K -394 -4%
Deutsche Bank
135
Deutsche Bank
Germany
$256K
CT
136
Cambridge Trust
Massachusetts
$254K -$177 -6 -0.1%
BIA
137
Bigelow Investment Advisors
Maine
$246K
SC
138
Scotia Capital
Ontario, Canada
$244K -$158K -5,335 -39%
Northern Trust
139
Northern Trust
Illinois
$235K +$236K +8,001 New
SFG
140
SNS Financial Group
Minnesota
$231K
WA
141
Wealth Architects
California
$230K +$118 +4 +0.1%
WWM
142
Windsor Wealth Management
Indiana
$229K -$236 -8 -0.1%
RRC
143
Relaxing Retirement Coach
Massachusetts
$223K
SHWM
144
Smith & Howard Wealth Management
Georgia
$222K
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$214K +$80.9K +2,739 +60%
Stifel Financial
146
Stifel Financial
Missouri
$210K +$211K +7,163 New
PWA
147
Pillar Wealth Advisors
Pennsylvania
$207K +$208K +7,053 New
Creative Planning
148
Creative Planning
Kansas
$207K +$208K +7,056 New
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$205K
SWA
150
Stratos Wealth Advisors
Ohio
$204K +$413 +14 +0.2%