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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
251
Montz Harcus Wealth Management
Louisiana
$5.14M +$127K +3,567 +2%
CAC
252
Certified Advisory Corp
Florida
$5.13M +$56.3K +1,583 +1%
CWM
253
Collaborative Wealth Management
Florida
$5.13M +$223K +6,282 +4%
APA
254
Astoria Portfolio Advisors
New York
$5.08M -$1.21M -34,074 -19%
MWM
255
Merriman Wealth Management
Washington
$5.02M -$67.9K -1,909 -1%
BPA
256
Beacon Pointe Advisors
California
$5M -$118K -3,330 -2%
PFG
257
PAX Financial Group
Texas
$4.99M -$28.6K -803 -0.6%
RWP
258
RWA Wealth Partners
Massachusetts
$4.97M +$355K +9,975 +8%
DWM
259
Dakota Wealth Management
Florida
$4.96M +$1.58M +44,458 +46%
GWM
260
Gibbs Wealth Management
Georgia
$4.94M +$1.74M +48,783 +53%
BA
261
Bridge Advisory
California
$4.91M +$220K +6,197 +5%
CCWA
262
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.86M -$202K -5,680 -4%
YIA
263
YHB Investment Advisors
Connecticut
$4.83M -$9.03K -254 -0.2%
TFA
264
Tranquilli Financial Advisor
New Jersey
$4.8M +$170K +4,790 +4%
NC
265
NovaPoint Capital
Georgia
$4.8M -$13.2K -372 -0.3%
G
266
Gainplan
Michigan
$4.77M -$5.55K -156 -0.1%
TDWM
267
Topel & Distasi Wealth Management
California
$4.67M – – –
SSWM
268
Sheets Smith Wealth Management
North Carolina
$4.63M +$173K +4,873 +4%
VVP
269
Venture Visionary Partners
Ohio
$4.62M +$14.4K +404 +0.3%
SFC
270
Strategic Financial Concepts
Texas
$4.57M -$852K -23,950 -16%
SAM
271
Smartleaf Asset Management
Massachusetts
$4.54M +$183K +5,132 +4%
LFG
272
Larson Financial Group
Missouri
$4.51M -$227K -6,389 -5%
FI
273
Financial Insights
Washington
$4.44M -$45.9K -1,291 -1%
VC
274
Vicus Capital
Pennsylvania
$4.43M +$62K +1,743 +1%
DWA
275
Delta Wealth Advisors
Indiana
$4.41M +$2.17M +61,123 +95%
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