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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Cape Investment Advisory
Georgia
$66.6K +$65.4K +1,335 New
GRP
77
Global Retirement Partners
California
$53.1K +$52.2K +1,066 New
BAM
78
Belpointe Asset Management
Nevada
$42.8K +$686 +14 +2%
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$38.3K
GWM
80
Geneos Wealth Management
Colorado
$38.3K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$18.9K +$4.55K +93 +33%
CA
82
Clearstead Advisors
Ohio
$10K
NA
83
NewEdge Advisors
Louisiana
$7.08K -$490 -10 -7%
Wells Fargo
84
Wells Fargo
California
$6.38K
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$5.68K
HNB
86
Huntington National Bank
Ohio
$3.69K
NIC
87
Northwest Investment Counselors
Oregon
$3.29K -$4.65K -95 -59%
IRC
88
Investors Research Corp
Georgia
$2.29K
AF
89
Allworth Financial
California
$2.25K
AF
90
Advisornet Financial
Minnesota
$2K +$1.96K +40 New
S
91
SignatureFD
Georgia
$1.5K
ASN
92
Advisory Services Network
Georgia
$1.3K
MFC
93
Morris Financial Concepts
South Carolina
$997
TFP
94
Tilia Fiduciary Partners
North Carolina
$970
Ameriprise
95
Ameriprise
Minnesota
-$1.05M -22,511 Closed
BlackRock
96
BlackRock
New York
-$1.03M -22,040 Closed
FHA
97
Flagship Harbor Advisors
Massachusetts
-$583K -12,504 Closed
EE
98
EWG Elevate
California
-$16.5K -354 Closed
MWM
99
MinichMacGregor Wealth Management
New York
-$11.6K -249 Closed
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
-$1.49K -31 Closed