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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$645K -$111K -1,459 -15%
GWM
77
Geneos Wealth Management
Colorado
$581K – – –
WWM
78
Western Wealth Management
Colorado
$575K -$40.4K -531 -7%
Stifel Financial
79
Stifel Financial
Missouri
$570K +$31.5K +415 +6%
PFA
80
Professional Financial Advisors
Nebraska
$560K -$93.6K -1,232 -14%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$558K +$1.52K +20 +0.3%
SIM
82
Stratos Investment Management
Ohio
$558K -$19.5K -257 -3%
BW
83
BIP Wealth
Georgia
$526K +$76 +1 +0%
VCP
84
Verus Capital Partners
Arizona
$502K +$498K +6,546 New
VCA
85
Verdence Capital Advisors
Maryland
$500K +$5.7K +75 +1%
VPA
86
Vernal Point Advisors
California
$494K – – –
BA
87
Bridgewater Advisors
New York
$482K +$4.71K +62 +1%
MWM
88
Modern Wealth Management
Kansas
$455K +$451K +5,933 New
PA
89
Perennial Advisors
New York
$411K +$19.4K +255 +5%
BCI
90
Brinker Capital Investments
Pennsylvania
$403K +$399K +5,253 New
Financial Engines Advisors
91
Financial Engines Advisors
California
$391K – – –
SF
92
Summit Financial
New Jersey
$391K +$3.19K +42 +0.8%
CWM
93
Cornerstone Wealth Management
Missouri
$388K -$20.6K -271 -5%
FFA
94
Farther Finance Advisors
California
$377K +$341K +4,491 +1,049%
QCM
95
Quantinno Capital Management
New York
$374K +$371K +4,876 New
AWA
96
Alaska Wealth Advisors
Alaska
$373K +$55.6K +731 +18%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$367K -$608 -8 -0.2%
FPAS
98
Focus Partners Advisor Solutions
Missouri
$361K +$11.6K +152 +3%
GRP
99
Global Retirement Partners
California
$356K +$210K +2,763 +147%
SWM
100
SHP Wealth Management
Massachusetts
$354K +$351K +4,616 New