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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
101
Key Financial Inc
Pennsylvania
$347K +$20.6K +271 +6%
IWM
102
IHT Wealth Management
Illinois
$338K +$3.42K +45 +1%
JCM
103
Jacobi Capital Management
Pennsylvania
$335K +$2.66K +35 +0.8%
SMA
104
Sage Mountain Advisors
Georgia
$313K
Bank of New York Mellon
105
Bank of New York Mellon
New York
$307K +$304K +4,001 New
STFP
106
Signal Tree Financial Partners
Ohio
$302K +$1.82K +24 +0.6%
APWA
107
Atlas Private Wealth Advisors
New Jersey
$293K +$3.34K +44 +1%
Creative Planning
108
Creative Planning
Kansas
$282K +$1.14K +15 +0.4%
CIA
109
Cape Investment Advisory
Georgia
$279K
UAG
110
United Advisor Group
Ohio
$277K +$1.9K +25 +0.7%
CMBA
111
C.M. Bidwell & Associates
Hawaii
$273K +$456 +6 +0.2%
AWM
112
AE Wealth Management
Kansas
$260K +$100K +1,321 +64%
MA
113
MCF Advisors
Kentucky
$252K +$76 +1 +0%
MPWS
114
McCarter Private Wealth Services
Massachusetts
$251K
WIA
115
World Investment Advisors
California
$211K +$210K +2,757 New
SWM
116
Spire Wealth Management
Virginia
$206K -$52.3K -688 -20%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$201K +$199K +2,621 New
LFG
118
Larson Financial Group
Missouri
$179K +$1.98K +26 +1%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$170K +$37K +487 +28%
HI
120
Horizon Investments
North Carolina
$135K +$133K +1,754 New
PMFA
121
Plante Moran Financial Advisors
Michigan
$134K
AF
122
Advisornet Financial
Minnesota
$129K +$304 +4 +0.2%
SFS
123
Sunrise Financial Services
Washington
$126K +$125K +1,639 New
APW
124
Acima Private Wealth
Virginia
$111K -$17.3K -228 -14%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$109K