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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
51
Chicago Partners Investment Group
Illinois
$960K +$11.2K +173 +1%
AP
52
Americana Partners
Texas
$913K -$1.35K -21 -0.1%
IWP
53
IAG Wealth Partners
Wisconsin
$855K +$32.2K +499 +4%
WA
54
Waverly Advisors
Alabama
$855K -$49.9K -773 -5%
JP Morgan Chase
55
JP Morgan Chase
New York
$835K +$120K +1,858 +16%
FPW
56
Flagship Private Wealth
Massachusetts
$770K -$54.2K -841 -6%
HIW
57
Holos Integrated Wealth
Pennsylvania
$768K -$338K -5,247 -30%
MFG
58
Merit Financial Group
Georgia
$738K
CKAIS
59
Christensen King & Associates Investment Services
Washington
$658K -$6.84K -106 -1%
PTC
60
Private Trust Company
Ohio
$642K -$11.4K -177 -2%
FWA
61
FSM Wealth Advisors
Ohio
$639K -$8.45K -131 -1%
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$629K
APWA
63
Atlas Private Wealth Advisors
New Jersey
$592K
GVAG
64
Great Valley Advisor Group
Delaware
$587K +$90K +1,396 +17%
PFA
65
Professional Financial Advisors
Nebraska
$578K -$4.97K -77 -0.8%
NECFA
66
New England Capital Financial Advisors
Connecticut
$574K +$61.8K +958 +12%
KAS
67
KPP Advisory Services
Kentucky
$535K -$12.3K -190 -2%
GWAG
68
Garrett Wealth Advisory Group
Texas
$527K +$44K +682 +9%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$496K +$89.1K +1,382 +21%
SIM
70
Stratos Investment Management
Ohio
$474K +$490K +7,591 New
BW
71
BIP Wealth
Georgia
$465K +$903 +14 +0.2%
PA
72
PFG Advisors
Arizona
$460K +$53.1K +824 +13%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$450K -$98K -1,520 -17%
SWM
74
Spire Wealth Management
Virginia
$450K
WWM
75
Western Wealth Management
Colorado
$433K +$3.29K +51 +0.7%