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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$26.1M +$2M +50,408 +8%
UWM
2
USAdvisors Wealth Management
Minnesota
$23.4M +$11.7M +294,497 +101%
PFM
3
Peak Financial Management
Massachusetts
$13.7M +$183K +4,619 +1%
FHB
4
First Hawaiian Bank
Hawaii
$10.9M -$30.9K -778 -0.3%
Jane Street
5
Jane Street
New York
$7.74M +$7.47M +188,089 +3,173%
Citadel Advisors
6
Citadel Advisors
Florida
$7.14M +$4.34M +109,145 +157%
BL
7
Balentine LLC
Georgia
$4.19M +$4.17M +105,088 New
PPA
8
Parametric Portfolio Associates
Washington
$4.03M +$4.01M +101,040 New
RJA
9
Raymond James & Associates
Florida
$3.15M -$563K -14,162 -15%
Morgan Stanley
10
Morgan Stanley
New York
$2.92M +$1.65M +41,498 +131%
AF
11
Advisornet Financial
Minnesota
$1.69M -$39.1K -984 -2%
FNC
12
First National Corp
Massachusetts
$1.12M +$66K +1,662 +6%
FC
13
Financial Consulate
Maryland
$858K +$854K +21,496 New
LPL Financial
14
LPL Financial
California
$784K -$3.42K -86 -0.4%
FWP
15
FAS Wealth Partners
Kansas
$439K -$13.2K -333 -3%
Bank of America
16
Bank of America
North Carolina
$396K -$53.2K -1,340 -12%
APW
17
Acima Private Wealth
Virginia
$346K +$3.97K +100 +1%
LA
18
LVW Advisors
New York
$344K -$12.2K -306 -3%
UBS Group
19
UBS Group
Switzerland
$288K +$267K +6,734 +1,380%
FFN
20
Focus Financial Network
Minnesota
$286K +$16.3K +410 +6%
UCFA
21
United Capital Financial Advisors
Texas
$273K -$5.37M -135,168 -95%
AA
22
Advisory Alpha
Michigan
$273K -$20.5K -517 -7%
IDA
23
Intelligence Driven Advisers
California
$265K +$263K +6,628 New
CWS
24
Cypress Wealth Services
California
$246K -$246K -6,184 -50%
ACM
25
AlphaStar Capital Management
North Carolina
$234K -$1.71M -43,044 -88%