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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Stratos Investment Management
Ohio
$540K +$15.1K +235 +3%
WWM
77
Western Wealth Management
Colorado
$507K +$26.5K +413 +6%
SWM
78
Spire Wealth Management
Virginia
$482K -$13.9K -216 -3%
BW
79
BIP Wealth
Georgia
$475K -$36K -560 -8%
Stifel Financial
80
Stifel Financial
Missouri
$473K +$17.5K +273 +4%
VCA
81
Verdence Capital Advisors
Maryland
$445K +$3.53K +55 +0.9%
VPA
82
Vernal Point Advisors
California
$444K
BA
83
Bridgewater Advisors
New York
$427K +$6.29K +98 +2%
IPA
84
Investment Planning Advisors
Georgia
$412K -$5.87M -91,414 -94%
JCM
85
Jacobi Capital Management
Pennsylvania
$399K +$63K +982 +20%
CWM
86
Cornerstone Wealth Management
Missouri
$371K -$35.6K -555 -9%
Financial Engines Advisors
87
Financial Engines Advisors
California
$351K +$326K +5,085 New
Koshinski Asset Management
88
Koshinski Asset Management
Illinois
$336K +$5.52K +86 +2%
FPAS
89
Focus Partners Advisor Solutions
Missouri
$327K -$18K -281 -6%
GWM
90
Geneos Wealth Management
Colorado
$299K +$212K +3,300 +320%
IWM
91
IHT Wealth Management
Illinois
$296K -$13K -203 -5%
KFI
92
Key Financial Inc
Pennsylvania
$293K -$44.9K -699 -14%
STFP
93
Signal Tree Financial Partners
Ohio
$278K -$11.5K -179 -4%
AWA
94
Alaska Wealth Advisors
Alaska
$270K +$36K +561 +17%
CIA
95
Cape Investment Advisory
Georgia
$252K
PA
96
Perennial Advisors
New York
$248K +$231K +3,600 New
UAG
97
United Advisor Group
Ohio
$248K +$1.16K +18 +0.5%
CMBA
98
C.M. Bidwell & Associates
Hawaii
$245K +$64 +1 +0%
MA
99
MCF Advisors
Kentucky
$226K
MPWS
100
McCarter Private Wealth Services
Massachusetts
$226K