We are live on ! Find out more
CWI icon

State Street SPDR MSCI ACWI ex-US ETF
CWI

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
126
Kure Advisory
Minnesota
$466K +$462K +15,762 New
SAS
127
SMI Advisory Services
Indiana
$463K -$11.5K -391 -2%
RWM
128
RKL Wealth Management
Pennsylvania
$460K -$74.9K -2,557 -14%
FCFC
129
First Commonwealth Financial Corp
Pennsylvania
$417K – – –
MA
130
MONECO Advisors
Connecticut
$409K -$821 -28 -0.2%
CWM
131
Cornerstone Wealth Management
Missouri
$396K -$10.1K -343 -2%
WWM
132
Western Wealth Management
Colorado
$386K – – –
SIA
133
Stegner Investment Associates
Kentucky
$385K -$46.4K -1,582 -11%
SNBOSD
134
Security National Bank of So Dak
Iowa
$384K – – –
KFC
135
Klingenstein Fields & Co
New York
$370K – – –
RCM
136
Radnor Capital Management
Pennsylvania
$355K – – –
SW
137
Simplicity Wealth
New Jersey
$354K +$351K +11,972 New
LIG
138
Lokken Investment Group
Delaware
$351K +$348K +11,857 New
WA
139
Wambolt & Associates
Colorado
$349K -$12.2K -417 -3%
BOC
140
Blue Oak Capital
California
$340K +$337K +11,509 New
CRC
141
Curi RMB Capital
Illinois
$335K – – –
FHA
142
Flagship Harbor Advisors
Massachusetts
$325K +$7.65K +261 +2%
GIM
143
Goelzer Investment Management
Indiana
$319K +$316K +10,785 New
HCM
144
Highview Capital Management
Illinois
$312K -$47.8K -1,630 -13%
VF
145
Virtu Financial
New York
$307K +$305K +10,391 New
GIA
146
Gladstone Institutional Advisory
Florida
$295K – – –
FWA
147
FSM Wealth Advisors
Ohio
$288K – – –
MCM
148
Mitchell Capital Management
Kansas
$284K -$5.3K -181 -2%
DWM
149
Dakota Wealth Management
Florida
$270K -$128K -4,353 -32%
MCM
150
MAI Capital Management
Ohio
$266K – – –
4 5
6
7 8