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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
226
Roble Belko & Company
Pennsylvania
$11.9M -$762K -16,237 -6%
MHWM
227
Montz Harcus Wealth Management
Louisiana
$11.6M +$935K +19,917 +9%
LGW
228
Leslie Global Wealth
Illinois
$11.5M +$669K +14,259 +6%
SW
229
Simplicity Wealth
New Jersey
$11.5M +$2.12M +45,113 +22%
GWP
230
Gateway Wealth Partners
Wisconsin
$11.4M +$4.76M +101,433 +68%
LAM
231
Lifestyle Asset Management
Texas
$11.3M +$366K +7,798 +3%
SFM
232
Signet Financial Management
New Jersey
$11.2M -$132K -2,820 -1%
AWM
233
AE Wealth Management
Kansas
$11.2M +$582K +12,403 +5%
MSA
234
Marathon Strategic Advisors
Pennsylvania
$11.1M +$227K +4,834 +2%
CCWA
235
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.1M +$2.29M +48,706 +25%
KWM
236
Kingsview Wealth Management
Oregon
$11M +$4.08M +86,916 +57%
DWA
237
Delta Wealth Advisors
Indiana
$10.9M +$1.17M +24,965 +12%
MOS
238
MGO One Seven
Ohio
$10.9M +$9.89M +210,715 +756%
MHR
239
Matthew Hamilton Rosenberg
$10.8M -$172K -3,676 -2%
AFA
240
Amicus Financial Advisors
Texas
$10.8M -$111K -2,357 -1%
TFA
241
TPG Financial Advisors
Oregon
$10.8M +$816K +17,398 +8%
LIA
242
Luken Investment Analytics
Tennessee
$10.6M +$3.5M +74,603 +47%
WFP
243
Wrenne Financial Planning
Kentucky
$10.5M +$235K +5,005 +2%
WA
244
WBH Advisory
Maryland
$10.5M +$1.5M +31,959 +16%
QCM
245
Quantinno Capital Management
New York
$10.5M +$4.03M +85,938 +60%
MA
246
Mutual Advisors
Nebraska
$10.4M +$542K +11,558 +5%
VBFP
247
Valtinson Bruner Financial Planning
Minnesota
$10.4M +$952K +20,281 +10%
PCA
248
Prosperity Capital Advisors
Ohio
$10.4M -$6.55M -139,539 -38%
GC
249
Grimes & Company
Massachusetts
$10.2M -$6.33K -135 -0.1%
FHA
250
Flagship Harbor Advisors
Massachusetts
$10.2M +$179K +3,808 +2%
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10
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