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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
251
Occidental Asset Management
California
$2.4M -$914K -31,711 -25%
CAG
252
Csenge Advisory Group
Florida
$2.4M +$129K +4,485 +5%
FHA
253
Flagship Harbor Advisors
Massachusetts
$2.39M -$458K -15,898 -15%
BSW
254
Buckingham Strategic Wealth
Missouri
$2.35M +$673K +23,359 +35%
IA
255
Insight Advisors
Pennsylvania
$2.27M -$13K -452 -0.5%
SW
256
Simplicity Wealth
New Jersey
$2.25M +$115K +3,976 +5%
LPP
257
Life Planning Partners
Florida
$2.25M
CWM
258
Collaborative Wealth Management
Florida
$2.22M +$504K +17,466 +25%
CI
259
CX Institutional
Indiana
$2.2M -$4.21M -145,959 -63%
JWA
260
JFS Wealth Advisors
Pennsylvania
$2.2M -$10.1K -350 -0.4%
BFG
261
Berger Financial Group
Minnesota
$2.15M +$234K +8,127 +11%
TC
262
TAP Consulting
Missouri
$2.13M +$244K +8,477 +11%
GVAG
263
Great Valley Advisor Group
Delaware
$2.12M -$1.69M -58,634 -42%
SB
264
Strategic Blueprint
Georgia
$2.12M -$216K -7,493 -8%
Prudential Financial
265
Prudential Financial
New Jersey
$2.05M -$665K -23,077 -23%
MCWS
266
McKinley Carter Wealth Services
West Virginia
$2.05M -$4.99K -173 -0.2%
RIM
267
Rockbridge Investment Management
New York
$2.03M -$5.59K -194 -0.2%
MMA
268
Miracle Mile Advisors
California
$2.02M +$44.4K +1,540 +2%
BAM
269
Belpointe Asset Management
Nevada
$2.02M +$29.3K +1,016 +1%
AWS
270
Atria Wealth Solutions
New York
$2M -$2.21M -76,734 -50%
RCM
271
Raleigh Capital Management
North Carolina
$1.99M -$734K -25,457 -25%
KFGK
272
Keystone Financial Group (Kentucky)
Kentucky
$1.98M +$152K +5,283 +7%
BFG
273
Baron Financial Group
New Jersey
$1.97M +$2.2M +76,334 New
CRI
274
Colonial River Investments
Virginia
$1.96M -$318K -11,013 -13%
CC
275
Courier Capital
New York
$1.95M +$167K +5,808 +8%