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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.55M +$141K +2,685 +6%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$2.47M +$2.56M +48,832 New
GWWM
28
Great Waters Wealth Management
Minnesota
$2.36M -$54.2K -1,036 -2%
CAM
29
Cresset Asset Management
Illinois
$2.02M – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$2M +$1.05M +19,984 +102%
FC
31
Financial Consulate
Maryland
$1.94M -$62.4K -1,191 -3%
IGWM
32
ICA Group Wealth Management
Colorado
$1.9M +$6.28K +120 +0.3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.88M +$174K +3,317 +10%
BL
34
Balentine LLC
Georgia
$1.88M +$4.5K +86 +0.2%
AWM
35
Act Wealth Management
Texas
$1.72M -$22.3K -425 -1%
IWM
36
IHT Wealth Management
Illinois
$1.67M +$1.73M +33,020 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$1.6M -$52 -1 -0%
Cerity Partners
38
Cerity Partners
New York
$1.58M +$895K +17,094 +121%
Prudential Financial
39
Prudential Financial
New Jersey
$1.45M +$56.6K +1,082 +4%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$1.25M -$28.7K -548 -2%
IFA
41
Interactive Financial Advisors
Illinois
$1.06M -$1.55M -29,633 -58%
CRI
42
Colonial River Investments
Virginia
$976K +$1.01M +19,338 New
Jane Street
43
Jane Street
New York
$949K -$494K -9,430 -33%
MFG
44
Merit Financial Group
Georgia
$918K -$143K -2,739 -13%
CPIG
45
Chicago Partners Investment Group
Illinois
$857K +$288K +5,497 +46%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$832K +$47.6K +909 +6%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$690K -$10.1K -192 -1%
RA
48
RFG Advisory
Alabama
$689K +$118K +2,245 +20%
FPW
49
Flagship Private Wealth
Massachusetts
$684K +$26.9K +514 +4%
JCM
50
Jacobi Capital Management
Pennsylvania
$653K +$60.4K +1,154 +10%
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