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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$160M -$11.9M -257,864 -7%
Morgan Stanley
2
Morgan Stanley
New York
$46M +$42.7M +924,132 +4,758%
SFA
3
Sequoia Financial Advisors
Ohio
$39.4M -$527K -11,402 -1%
AAM
4
Aware Asset Management
Minnesota
$34.9M
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$24.1M -$2.63M -56,800 -10%
PFM
6
Peak Financial Management
Massachusetts
$17.7M +$371K +8,021 +2%
FHB
7
First Hawaiian Bank
Hawaii
$13.1M -$491K -10,616 -4%
GWM
8
Geneos Wealth Management
Colorado
$6.98M +$54.9K +1,187 +0.9%
AF
9
Advisornet Financial
Minnesota
$6.72M +$1.6M +34,711 +34%
BL
10
Balentine LLC
Georgia
$6.57M +$352K +7,610 +6%
PPA
11
Parametric Portfolio Associates
Washington
$6.57M +$352K +7,611 +6%
Jane Street
12
Jane Street
New York
$6.45M +$3.18M +68,804 +108%
LPL Financial
13
LPL Financial
California
$6.42M +$3.66M +79,089 +150%
Citadel Advisors
14
Citadel Advisors
Florida
$4.54M +$427K +9,245 +11%
PFA
15
Professional Financial Advisors
Nebraska
$3.53M +$17.1K +370 +0.5%
GSEP
16
Golden State Equity Partners
California
$2.08M +$1.98M +42,805 New
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$1.85M +$1.1M +23,859 +169%
DWP
18
Destiny Wealth Partners
Florida
$1.22M +$1.16M +25,121 New
UBS Group
19
UBS Group
Switzerland
$1.14M +$527K +11,401 +96%
GVAG
20
Great Valley Advisor Group
Delaware
$1.1M +$2.27K +49 +0.2%
LA
21
LVW Advisors
New York
$965K +$75.6K +1,636 +9%
AWM
22
Act Wealth Management
Texas
$852K +$809K +17,492 New
TWP
23
Total Wealth Planning
Ohio
$839K -$196K -4,238 -20%
FC
24
Financial Consulate
Maryland
$821K +$167K +3,620 +27%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$641K +$600K +12,977 +6,759%