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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
$158M -$14M -273,256 -8%
Morgan Stanley
2
Morgan Stanley
New York
$47.4M -$1.91M -37,292 -4%
SFA
3
Sequoia Financial Advisors
Ohio
$37M -$5.28M -102,831 -13%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$25.9M
PFM
5
Peak Financial Management
Massachusetts
$18.9M -$116K -2,268 -0.6%
FHB
6
First Hawaiian Bank
Hawaii
$14.4M +$279K +5,432 +2%
MIAN
7
Mariner Independent Advisor Network
Kansas
$8.96M +$8.78M +171,207 New
LPL Financial
8
LPL Financial
California
$8.73M +$1.79M +34,980 +27%
AF
9
Advisornet Financial
Minnesota
$7.77M +$537K +10,456 +8%
GWM
10
Geneos Wealth Management
Colorado
$7.25M +$34.6K +675 +0.5%
BL
11
Balentine LLC
Georgia
$7.05M -$15.9K -310 -0.2%
PPA
12
Parametric Portfolio Associates
Washington
$7.05M -$15.9K -310 -0.2%
GSEP
13
Golden State Equity Partners
California
$3.52M +$1.25M +24,427 +57%
DWP
14
Destiny Wealth Partners
Florida
$1.34M +$27.1K +529 +2%
FC
15
Financial Consulate
Maryland
$1.19M +$299K +5,825 +35%
GVAG
16
Great Valley Advisor Group
Delaware
$1.16M -$18.2K -354 -2%
LA
17
LVW Advisors
New York
$1.13M +$93.5K +1,822 +9%
AWM
18
Act Wealth Management
Texas
$955K +$38.4K +748 +4%
PFA
19
Professional Financial Advisors
Nebraska
$901K -$2.84M -55,335 -76%
TWP
20
Total Wealth Planning
Ohio
$871K -$29.7K -579 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$689K
UBS Group
22
UBS Group
Switzerland
$626K -$581K -11,331 -49%
FPW
23
Flagship Private Wealth
Massachusetts
$565K +$1.49K +29 +0.3%
AWM
24
AE Wealth Management
Kansas
$550K +$539K +10,502 New
SW
25
SVB Wealth
Massachusetts
$428K +$419K +8,173 New