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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
76
Joseph Group Capital Management
Ohio
$137K
CIA
77
Cape Investment Advisory
Georgia
$127K +$62.1K +1,186 +89%
FWP
78
FAS Wealth Partners
Kansas
$121K
PMFA
79
Plante Moran Financial Advisors
Michigan
$88.5K
APW
80
Acima Private Wealth
Virginia
$81.9K
Comerica Bank
81
Comerica Bank
Texas
$78K +$80.9K +1,545 New
BCMLT
82
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.3K
GRP
83
Global Retirement Partners
California
$53.4K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$40.9K +$23K +440 +119%
CSPIA
85
Cary Street Partners Investment Advisory
Virginia
$39.2K
GWM
86
Geneos Wealth Management
Colorado
$31.9K
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$21.3K +$16.1K +307 +269%
SIS
88
Sound Income Strategies
Florida
$11.2K +$11.6K +222 New
CA
89
Clearstead Advisors
Ohio
$10.3K
NA
90
NewEdge Advisors
Louisiana
$9.49K -$2.83K -54 -22%
AF
91
Advisornet Financial
Minnesota
$4.14K
CSWM
92
Cassady Schiller Wealth Management
Ohio
$3.58K
KFI
93
Key Financial Inc
Pennsylvania
$3.48K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$3.35K +$3.4K +65 New
NIC
95
Northwest Investment Counselors
Oregon
$3.33K
IRC
96
Investors Research Corp
Georgia
$2.32K
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$1.67K +$1.73K +33 New
S
98
SignatureFD
Georgia
$1.51K
GI
99
Gradient Investments
Minnesota
$50 +$52 +1 New
Wells Fargo
100
Wells Fargo
California
$8 -$6.65K -127 Closed