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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$284K +$281K +11,057 New
CWM
127
Curi Wealth Management
North Carolina
$283K
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$279K -$90.7K -3,570 -25%
CWM
129
Cornerstone Wealth Management
Missouri
$272K +$268K +10,564 New
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$270K +$14.8K +581 +6%
AFA
131
Alpha Financial Advisors
North Carolina
$268K -$9.4K -370 -3%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$267K +$263K +10,359 New
EWM
133
Executive Wealth Management
Michigan
$262K +$259K +10,179 New
Creative Planning
134
Creative Planning
Kansas
$261K -$65K -2,560 -20%
LPIC
135
LeJeune Puetz Investment Counsel
Michigan
$241K
FWA
136
FSM Wealth Advisors
Ohio
$234K +$231K +9,107 New
FHA
137
Flagship Harbor Advisors
Massachusetts
$228K -$5.95K -234 -3%
FNT
138
First National Trust
Pennsylvania
$224K
JWA
139
JFS Wealth Advisors
Pennsylvania
$224K -$7.9K -311 -3%
CF
140
Corrigan Financial
Rhode Island
$223K -$2.01K -79 -0.9%
Lido Advisors
141
Lido Advisors
California
$221K +$218K +8,579 New
AIP
142
ARS Investment Partners
New York
$221K
BFG
143
Bleakley Financial Group
New Jersey
$215K
SS
144
Simplicity Solutions
Minnesota
$215K +$212K +8,361 New
SL
145
Sentry LLC
Tennessee
$212K +$210K +8,250 New
Stifel Financial
146
Stifel Financial
Missouri
$211K +$209K +8,216 New
WA
147
Wealth Architects
California
$202K +$200K +7,863 New
GT
148
Glenmede Trust
Pennsylvania
$185K
GRP
149
Global Retirement Partners
California
$173K +$51.1K +2,012 +43%
CT
150
Cambridge Trust
Massachusetts
$159K -$381 -15 -0.2%