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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWM
1
USAdvisors Wealth Management
Minnesota
$10.4M +$5.65M +143,598 +54%
SFA
2
Sequoia Financial Advisors
Ohio
$9.64M +$280K +7,102 +3%
PFM
3
Peak Financial Management
Massachusetts
$7.21M +$2.9M +73,692 +65%
UCFA
4
United Capital Financial Advisors
Texas
$5.63M +$223K +5,666 +4%
Jane Street
5
Jane Street
New York
$4.74M +$4.83M +122,776 New
AF
6
Advisornet Financial
Minnesota
$2.35M -$468K -11,898 -16%
ACM
7
AlphaStar Capital Management
North Carolina
$1.63M -$417K -10,602 -20%
Morgan Stanley
8
Morgan Stanley
New York
$1.49M +$164K +4,158 +12%
LPL Financial
9
LPL Financial
California
$843K -$115K -2,916 -12%
Citadel Advisors
10
Citadel Advisors
Florida
$723K +$735K +18,666 New
FWP
11
FAS Wealth Partners
Kansas
$566K -$193K -4,906 -25%
CWS
12
Cypress Wealth Services
California
$514K +$66.8K +1,696 +15%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$393K
CF
14
Centaurus Financial
California
$353K +$315 +8 +0.1%
AA
15
Advisory Alpha
Michigan
$340K +$337K +8,556 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$309K -$1.42K -36 -0.4%
WA
17
Wealth Architects
California
$244K +$3.31K +84 +1%
Bank of America
18
Bank of America
North Carolina
$155K +$30.7K +780 +24%
SBL
19
Sargent Bickham Lagudis
Colorado
$122K
CMBA
20
C.M. Bidwell & Associates
Hawaii
$91K
VIA
21
Vantage Investment Advisors
Pennsylvania
$47K -$3.31K -84 -6%
UBS Group
22
UBS Group
Switzerland
$23K +$23.9K +606 New
Citigroup
23
Citigroup
New York
$19K -$15.7K -400 -45%
AWA
24
Acorn Wealth Advisors
Michigan
$19K
BRC
25
Bell Rock Capital
Delaware
$15K