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State Street SPDR Portfolio MSCI Global Stock Market ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$162M -$33.8M -471,240 -18%
SFA
2
Sequoia Financial Advisors
Ohio
$104M +$8.07M +112,562 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$51.1M +$23.8M +332,299 +95%
ACM
4
Advance Capital Management
Michigan
$28M +$1.02M +14,201 +4%
PFM
5
Peak Financial Management
Massachusetts
$27.8M -$146K -2,042 -0.5%
Mariner
6
Mariner
Kansas
$20.9M -$7.3M -101,862 -27%
Bank of America
7
Bank of America
North Carolina
$20.4M +$1.69M +23,623 +10%
PAG
8
Private Advisor Group
New Jersey
$19.2M -$1.52M -21,220 -8%
SF
9
Schaeffer Financial
Maryland
$18.7M +$167K +2,331 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$12.4M +$2.55M +35,518 +27%
MIH
11
Meitav Investment House
Israel
$12.2M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$11.1M -$9.46M -131,882 -47%
CB
13
Commerce Bank
Missouri
$10.6M +$10.1M +141,290 New
Osaic Holdings
14
Osaic Holdings
Arizona
$9.41M +$3.85M +53,722 +72%
Jane Street
15
Jane Street
New York
$9.29M -$3.31M -46,234 -27%
EFG
16
Ethos Financial Group
Pennsylvania
$8.96M +$20.2K +282 +0.2%
BAM
17
Belpointe Asset Management
Nevada
$8.62M +$213K +2,971 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.24M +$788K +10,985 +13%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.21M -$199K -2,770 -3%
UBS Group
20
UBS Group
Switzerland
$6.41M -$23.4K -326 -0.4%
BL
21
Balentine LLC
Georgia
$6.27M -$338K -4,710 -5%
UW
22
Unique Wealth
Florida
$6.1M -$342K -4,773 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.56M -$1.65M -23,060 -24%
SG
24
StoneX Group
New York
$5.54M +$5.3M +73,983 New
CBA
25
Coastal Bridge Advisors
Connecticut
$5.53M +$204K +2,844 +4%