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State Street SPDR MSCI EAFE StrategicFactors ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
76
Vantage Financial Partners (Wisconsin)
Wisconsin
$515K -$196K -2,563 -27%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$515K +$146K +1,913 +37%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$492K +$49.1K +644 +10%
AI
79
Atria Investments
North Carolina
$463K -$201K -2,639 -29%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$450K -$125K -1,640 -21%
KFGK
81
Keystone Financial Group (Kentucky)
Kentucky
$376K -$47.9K -628 -11%
Creative Planning
82
Creative Planning
Kansas
$364K -$34.6K -453 -8%
GT
83
Glenmede Trust
Pennsylvania
$348K +$363K +4,751 +10,558%
TA
84
TFB Advisors
Kansas
$339K -$1.68K -22 -0.5%
OWM
85
Orgel Wealth Management
Wisconsin
$313K
SAW
86
Signal Advisors Wealth
Michigan
$291K -$1.07K -14 -0.3%
MWM
87
Maripau Wealth Management
Indiana
$287K +$302K +3,957 New
HF
88
HRT Financial
New York
$275K +$290K +3,795 New
MNA
89
Manning & Napier Advisors
New York
$267K +$30.1K +394 +12%
OFG
90
Opulen Financial Group
Virginia
$264K +$278K +3,646 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$261K +$74.2K +972 +37%
PTC
92
Private Trust Company
Ohio
$248K -$73.5K -963 -22%
PGAM
93
Princeton Global Asset Management
New Jersey
$246K -$7.63K -100 -3%
VA
94
Valmark Advisers
Ohio
$241K
AssetMark Inc
95
AssetMark Inc
California
$227K -$3.89K -51 -2%
FPW
96
Flagship Private Wealth
Massachusetts
$218K +$230K +3,008 New
WA
97
Waddell & Associates
Tennessee
$218K
SW
98
Simplicity Wealth
New Jersey
$204K
FHA
99
First Horizon Advisors
Tennessee
$109K
AA
100
Addison Advisors
Vermont
$107K -$2.67K -35 -2%