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State Street SPDR S&P Global Infrastructure ETF
GII

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1
Wealth Architects
California
$27.6M +$158K +2,797 +0.5%
Mariner
2
Mariner
Kansas
$17M +$1.24M +21,851 +7%
BPA
3
Beacon Pointe Advisors
California
$15.6M -$8.06M -142,604 -33%
SFA
4
Sequoia Financial Advisors
Ohio
$11.7M -$146K -2,586 -1%
Wells Fargo
5
Wells Fargo
California
$7.41M -$452 -8 -0%
WSWA
6
Warren Street Wealth Advisors
California
$6.79M +$157K +2,776 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.58M +$1.67M +29,478 +31%
WMR
8
Wealth Management Resources
Rhode Island
$6.53M -$614K -10,857 -8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$5.18M +$5.31M +93,900 +3,033%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$4.65M -$478K -8,457 -9%
HW
11
Hedeker Wealth
Illinois
$3.82M +$555K +9,820 +16%
SC
12
Scotia Capital
Ontario, Canada
$3.76M +$3.98M +70,353 New
HighTower Advisors
13
HighTower Advisors
Illinois
$3.41M +$1.69M +29,820 +88%
LPL Financial
14
LPL Financial
California
$3.05M +$1.2M +21,156 +59%
RG
15
Rathbones Group
United Kingdom
$3M -$150K -2,660 -5%
FFA
16
First Foundation Advisors
California
$2.98M +$94.3K +1,667 +3%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$2.41M -$481K -8,515 -16%
UBS Group
18
UBS Group
Switzerland
$2.4M -$477K -8,438 -16%
NAS
19
Nicolet Advisory Services
Wisconsin
$2.08M -$285K -5,042 -11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.03M +$1.95M +34,456 +965%
LWM
21
Laidlaw Wealth Management
New York
$1.42M +$874K +15,462 +138%
Bank of America
22
Bank of America
North Carolina
$1.25M +$242K +4,282 +22%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.07M +$24.5K +434 +2%
AssetMark Inc
24
AssetMark Inc
California
$1.04M -$133K -2,348 -11%
MIAN
25
Mariner Independent Advisor Network
Kansas
$930K +$990K +17,505 New
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