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State Street SPDR MSCI ACWI ex-US ETF
CWI

Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
201
Citigroup
New York
$1K +$613 +24 +800%
JCM
202
Jacobi Capital Management
Pennsylvania
– -$13.4M -485,989 Closed
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
– -$2.62M -95,150 Closed
US Bancorp
204
US Bancorp
Minnesota
– -$830K -30,171 Closed
Chevy Chase Trust
205
Chevy Chase Trust
Maryland
– -$456K -16,576 Closed
ACM
206
Allred Capital Management
Texas
– -$446K -16,215 Closed
FA
207
Financial Advisors
Massachusetts
– -$293K -10,634 Closed
FC
208
Forte Capital
New York
– -$298K -10,160 Closed
MCC
209
Money Concepts Capital
Florida
– -$264K -9,600 Closed
Creative Planning
210
Creative Planning
Kansas
– -$218K -7,925 Closed
SFG
211
SNS Financial Group
Minnesota
– -$217K -7,873 Closed
WA
212
Wealth Architects
California
– -$216K -7,846 Closed
WWM
213
Windsor Wealth Management
Indiana
– -$211K -7,735 Closed
RRC
214
Relaxing Retirement Coach
Massachusetts
– -$209K -7,608 Closed
MA
215
MBA Advisors
Pennsylvania
– -$209K -7,591 Closed
SHWM
216
Smith & Howard Wealth Management
Georgia
– -$208K -7,574 Closed
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
– -$179K -6,489 Closed
AWM
218
Atticus Wealth Management
Florida
– -$91K -3,306 Closed
BW
219
Bison Wealth
Georgia
– -$57K -2,088 Closed
PMFA
220
Plante Moran Financial Advisors
Michigan
– -$49K -1,781 Closed
RIM
221
Rockbridge Investment Management
New York
– -$35.7K -1,286 Closed
PA
222
Parallel Advisors
California
– -$25K -900 Closed
PFS
223
Prospera Financial Services
Texas
– -$20K -725 Closed
AssetMark Inc
224
AssetMark Inc
California
– -$9K -312 Closed
SCA
225
Stonebridge Capital Advisors
Minnesota
– -$4K -163 Closed
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