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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
251
Sensible Financial Planning & Management
Massachusetts
$705K +$384K +12,616 +128%
WFA
252
Wade Financial Advisory
California
$703K +$682K +22,409 New
HWA
253
Heartwood Wealth Advisors
Virginia
$701K +$681K +22,366 New
FPCP
254
Fort Point Capital Partners
California
$699K
CAC
255
Certified Advisory Corp
Florida
$698K +$189K +6,215 +39%
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$695K
PA
257
PFG Advisors
Arizona
$692K -$36.1K -1,185 -5%
VHAM
258
Van Hulzen Asset Management
California
$673K -$59.4K -1,950 -8%
SFS
259
Sowell Financial Services
Arkansas
$673K -$37.8K -1,242 -5%
CWM
260
Cornerstone Wealth Management
Missouri
$664K +$229K +7,527 +55%
AW
261
ACG Wealth
Georgia
$659K -$604K -19,830 -49%
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$653K +$146K +4,810 +30%
DAS
263
Dynamic Advisor Solutions
Arizona
$623K -$282K -9,257 -32%
JSL
264
JT Stratford LLC
Georgia
$608K +$65.3K +2,145 +12%
FMWA
265
Forvis Mazars Wealth Advisors
Missouri
$595K
TPA
266
Trivium Point Advisory
Connecticut
$582K +$53K +1,739 +10%
HB
267
Homrich & Berg
Georgia
$576K -$95.8K -3,146 -15%
GFPC
268
Global Financial Private Client
Florida
$549K +$534K +17,521 New
BCM
269
Boltwood Capital Management
California
$544K +$202K +6,636 +62%
CPA
270
Clear Perspective Advisors
Illinois
$534K -$271K -8,896 -34%
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$530K +$515K +16,912 New
JWA
272
JFS Wealth Advisors
Pennsylvania
$527K +$6.12K +201 +1%
DI
273
DFPG Investments
Utah
$523K -$7.4K -243 -1%
PWM
274
Perigon Wealth Management
California
$522K +$5.21K +171 +1%
CS
275
Cannell & Spears
New York
$518K