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State Street SPDR S&P Global Natural Resources ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPI
201
Eddie Patel Inc
Illinois
$288K +$313K +4,275 New
JFA
202
JNBA Financial Advisors
Minnesota
$275K – – –
DWT
203
Dorsey & Whitney Trust
South Dakota
$270K -$110K -1,500 -27%
CWA
204
Cura Wealth Advisors
Illinois
$269K – – –
APFP
205
Action Point Financial Planning
Michigan
$269K +$292K +4,001 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$260K +$3.29K +45 +1%
VT
207
Vise Technologies
New York
$256K -$1.53K -21 -0.5%
FSA
208
Fort Sheridan Advisors
Illinois
$254K +$219 +3 +0.1%
WFAG
209
Worth Financial Advisory Group
North Carolina
$253K +$275K +3,759 New
MWM
210
Maridea Wealth Management
New York
$252K +$14K +192 +5%
SAM
211
Smartleaf Asset Management
Massachusetts
$246K – – –
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$246K -$810K -11,084 -75%
SAI
213
Savvy Advisors Inc
New York
$239K -$1.39K -19 -0.5%
WWWM
214
White Wing Wealth Management
Texas
$234K +$254K +3,478 New
Lido Advisors
215
Lido Advisors
California
$233K +$253K +3,458 New
PCIA
216
Prime Capital Investment Advisors
Kansas
$230K +$250K +3,420 New
KWM
217
KFG Wealth Management
Indiana
$227K +$73 +1 +0%
MFIM
218
Mesirow Financial Investment Management
Illinois
$227K +$1.75K +24 +0.7%
ESB
219
Essex Savings Bank
Connecticut
$222K – – –
GVCM
220
Global View Capital Management
Wisconsin
$221K +$3.8K +52 +2%
HWP
221
Highline Wealth Partners
California
$218K – – –
PIMG
222
Patriot Investment Management Group
Tennessee
$210K -$36.5K -500 -14%
Corient Private Wealth
223
Corient Private Wealth
Florida
$210K -$146K -2,001 -39%
CIA
224
Concurrent Investment Advisors
Florida
$204K – – –
HIA
225
Harbor Investment Advisory
Maryland
$190K +$32.9K +450 +19%