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State Street SPDR S&P Global Natural Resources ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$54K +$55K +1,025 New
CIAS
127
CBIZ Investment Advisory Services
Ohio
$52K
PA
128
Parallel Advisors
California
$52K +$47K +876 +834%
IFA
129
Interactive Financial Advisors
Illinois
$44K -$29.9K -557 -40%
MA
130
MUFG Americas
New York
$35K
EDRH
131
Edmond de Rothschild Holding
Switzerland
$32K
SSB
132
Sandy Spring Bank
Maryland
$21K +$21.4K +398 New
AC
133
AlphaCore Capital
California
$15K +$14.8K +276 New
MRC
134
Millburn Ridgefield Corp
New York
$11K +$11.3K +210 New
CHA
135
Carmichael Hill & Associates
Maryland
$10K
FF
136
FourThought Financial
Florida
$10K
PFA
137
Professional Financial Advisors
Nebraska
$10K
HI
138
Harbour Investments
Wisconsin
$9K +$107 +2 +1%
SWM
139
Spire Wealth Management
Virginia
$6K
SWM
140
Selective Wealth Management
Virginia
$5K -$4.67K -87 -49%
JCM
141
Jacobi Capital Management
Pennsylvania
$5K
FCB
142
First Command Bank
Texas
$4K
FCFS
143
First Command Financial Services
Texas
$4K
BAM
144
Barrett Asset Management
New York
$3K
IBOK
145
Independence Bank of Kentucky
Kentucky
$2K -$1.88K -35 -50%
EVM
146
Eaton Vance Management
Massachusetts
$2K
CWA
147
Clearview Wealth Advisors
Oregon
$2K +$2.15K +40 New
CBT
148
CoreFirst Bank & Trust
Kansas
$1K
RDWM
149
Red Door Wealth Management
Tennessee
$1K +$1.07K +20 New
PFMU
150
Privium Fund Management (UK)
United Kingdom
-$955K -19,000 Closed