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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$544K +$100K +1,981 +24%
Stifel Financial
52
Stifel Financial
Missouri
$539K +$522K +10,302 New
CMBA
53
C.M. Bidwell & Associates
Hawaii
$485K +$17K +335 +4%
FWA
54
FSM Wealth Advisors
Ohio
$435K -$253 -5 -0.1%
TWP
55
Total Wealth Planning
Ohio
$429K -$131K -2,583 -24%
DWM
56
Denver Wealth Management
Colorado
$429K -$96.5K -1,905 -19%
NECFA
57
New England Capital Financial Advisors
Connecticut
$359K +$35.8K +706 +11%
VCA
58
Verdence Capital Advisors
Maryland
$325K +$3.6K +71 +1%
IWP
59
IAG Wealth Partners
Wisconsin
$315K -$3.95K -78 -1%
BW
60
BIP Wealth
Georgia
$301K -$40.5K -799 -12%
JP Morgan Chase
61
JP Morgan Chase
New York
$294K -$51 -1 -0%
WWM
62
Western Wealth Management
Colorado
$290K +$35.5K +701 +14%
SFG
63
StrategIQ Financial Group
Indiana
$285K +$64.1K +1,265 +30%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$279K -$82.7K -1,633 -23%
GWAG
65
Garrett Wealth Advisory Group
Texas
$279K +$14.7K +291 +6%
PTC
66
Private Trust Company
Ohio
$259K +$40.7K +804 +19%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$238K +$231K +4,554 New
CWM
68
Cornerstone Wealth Management
Missouri
$222K
AWM
69
AE Wealth Management
Kansas
$209K +$202K +3,996 New
Truist Financial
70
Truist Financial
North Carolina
$203K +$196K +3,873 New
MA
71
MCF Advisors
Kentucky
$174K +$1.01K +20 +0.6%
JGCM
72
Joseph Group Capital Management
Ohio
$142K
SWM
73
Spire Wealth Management
Virginia
$138K +$405 +8 +0.3%
FWP
74
FAS Wealth Partners
Kansas
$125K +$1.01K +20 +0.8%
PMFA
75
Plante Moran Financial Advisors
Michigan
$91.8K