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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
251
Strategic Blueprint
Georgia
$651K +$462K +16,142 +146%
SA
252
Stewardship Advisors
Pennsylvania
$638K -$334K -11,658 -30%
BA
253
Ballast Advisors
Minnesota
$632K +$46.9K +1,640 +7%
TWM
254
Trinity Wealth Management
Pennsylvania
$607K -$143K -4,987 -16%
TPA
255
Trivium Point Advisory
Connecticut
$588K +$156K +5,436 +29%
SFPM
256
Sensible Financial Planning & Management
Massachusetts
$579K +$48.4K +1,692 +8%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$558K +$183K +6,388 +38%
FIM
258
Fernwood Investment Management
Massachusetts
$557K -$4.21K -147 -0.6%
OSNBOA
259
Old Second National Bank of Aurora
Illinois
$552K -$12K -419 -2%
BFA
260
Beacon Financial Advisory
Ohio
$540K -$71.8K -2,510 -10%
AW
261
ACG Wealth
Georgia
$515K +$14.1K +494 +2%
BWP
262
Bernardo Wealth Planning
Pennsylvania
$511K -$717K -25,069 -54%
B
263
Bridgeworth
Alabama
$508K +$608K +21,231 New
GP
264
Girard Partners
Pennsylvania
$497K +$178K +6,209 +43%
SSWM
265
Sheets Smith Wealth Management
North Carolina
$496K -$505K -17,642 -46%
BF
266
BOK Financial
Oklahoma
$495K +$592K +20,692 New
V
267
Veritable
Delaware
$483K +$578K +20,190 New
GFPC
268
Global Financial Private Client
Florida
$479K +$97.2K +3,395 +19%
RPSA
269
Richard P. Slaughter Associates
Texas
$470K +$95.6K +3,342 +21%
IA
270
IFG Advisors
Missouri
$457K +$547K +19,097 New
FMWA
271
Forvis Mazars Wealth Advisors
Missouri
$454K
EK
272
Evensky & Katz
Florida
$454K +$98.2K +3,433 +22%
CC
273
Courier Capital
New York
$454K +$107K +3,735 +25%
HC
274
HNP Capital
New York
$454K +$536K +18,720 New
VHAM
275
Van Hulzen Asset Management
California
$445K -$82.7K -2,890 -13%