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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
151
Prestige Wealth Management Group
New Jersey
$33K -$1.48M -62,635 -97%
BFC
152
Bedel Financial Consulting
Indiana
$31K
AIC
153
Ameritas Investment Company
Nebraska
$20K +$24.5K +1,039 New
MA
154
MCF Advisors
Kentucky
$19K
GI
155
Gradient Investments
Minnesota
$15K -$1.64M -69,512 -99%
LWM
156
Liberty Wealth Management
California
$15K
NFG
157
Next Financial Group
Texas
$14K +$5.26K +223 +44%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$11K -$69.8K -2,959 -84%
BC
159
Bartlett & Co
Ohio
$7K +$7.8K +331 New
CFFP
160
Center for Financial Planning
Michigan
$7K +$8.13K +345 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$6.53K -$2.83K -120 -27%
PA
162
Procyon Advisors
Connecticut
$5K
DSC
163
Duncker Streett & Co
Missouri
$4K
GSWM
164
Golden State Wealth Management
California
$4K +$4.55K +193 New
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$3K
GRP
166
Global Retirement Partners
California
$2K
OPS
167
Orion Portfolio Solutions
Nebraska
$2K
MSFP
168
Mark Sheptoff Financial Planning
Connecticut
$2K +$1.98K +84 New
BlackRock
169
BlackRock
New York
$1K
HI
170
Hudock Inc
Pennsylvania
$1K
OIA
171
Optimum Investment Advisors
Illinois
$1K +$967 +41 New
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$1K +$990 +42 New
SG
173
Strid Group
Pennsylvania
-$54M -2,097,246 Closed
CGFA
174
Colton Groome Financial Advisors
North Carolina
-$3.57M -138,417 Closed
WCWM
175
Wooster Corthell Wealth Management
Connecticut
-$2.15M -83,526 Closed