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State Street SPDR MSCI ACWI ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
176
Brooklyn Investment Group
New York
$273K – – –
FNT
177
First National Trust
Pennsylvania
$268K – – –
BW
178
BIP Wealth
Georgia
$261K – – –
PIA
179
Pinion Investment Advisors
Kansas
$249K – – –
CFAM
180
Center For Asset Management
Florida
$248K +$238K +7,097 New
SMA
181
Sage Mountain Advisors
Georgia
$247K – – –
WFS
182
WealthGarden F.S.
California
$247K – – –
JIC
183
Johnson Investment Counsel
Ohio
$245K +$235K +7,003 New
GA
184
GoalVest Advisory
New York
$244K – – –
MPCG
185
Matrix Private Capital Group
New York
$237K – – –
JWA
186
JFS Wealth Advisors
Pennsylvania
$235K – – –
PF
187
Penney Financial
Texas
$228K – – –
IWC
188
Integrated Wealth Concepts
Massachusetts
$227K – – –
RW
189
RVW Wealth
California
$224K – – –
SHWM
190
Smith & Howard Wealth Management
Georgia
$224K – – –
DG
191
DMC Group
Alabama
$215K +$207K +6,166 New
Deutsche Bank
192
Deutsche Bank
Germany
$215K – – –
CFG
193
Chapman Financial Group
Hawaii
$212K +$203K +6,067 New
WTC
194
WhitTier Trust Company
Nevada
$209K – – –
AUB
195
Atlantic Union Bankshares
Virginia
$182K -$30.2K -902 -15%
1L
196
10Elms LLP
Oklahoma
$171K -$21.5K -643 -12%
FPF
197
First Pacific Financial
Washington
$149K – – –
AWM
198
AE Wealth Management
Kansas
$139K +$36.3K +1,085 +37%
GWM
199
Geneos Wealth Management
Colorado
$138K – – –
PWMG
200
Private Wealth Management Group
New Jersey
$117K +$5.39K +161 +5%