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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
301
DFPG Investments
Utah
$396K -$4.88K -167 -1%
AWM
302
Avior Wealth Management
Nebraska
$395K -$63.9K -2,187 -14%
AIM
303
Anchor Investment Management
South Carolina
$388K – – –
EK
304
Evensky & Katz
Florida
$385K -$13.7K -469 -3%
NGA
305
Naples Global Advisors
Florida
$383K – – –
RFN
306
RDA Financial Network
Iowa
$375K +$1.43K +49 +0.4%
JWCA
307
J.W. Cole Advisors
Florida
$365K -$231K -7,903 -39%
FFA
308
First Foundation Advisors
California
$362K – – –
PWM
309
Perigon Wealth Management
California
$359K +$57.1K +1,954 +19%
SBL
310
Sargent Bickham Lagudis
Colorado
$351K – – –
FMWA
311
Forvis Mazars Wealth Advisors
Missouri
$349K – – –
KCPG
312
Kavar Capital Partners Group
Kansas
$342K -$82.4K -2,823 -19%
WWM
313
Western Wealth Management
Colorado
$342K +$341K +11,684 New
HCMT
314
Highland Capital Management (Tennessee)
Tennessee
$338K – – –
OSNBOA
315
Old Second National Bank of Aurora
Illinois
$329K +$3.33K +114 +1%
MWC
316
MBM Wealth Consultants
Missouri
$324K -$1.46K -50 -0.5%
FWM
317
FSA Wealth Management
Massachusetts
$311K -$24.1K -826 -7%
SMC
318
Smith, Moore & Co
Missouri
$311K – – –
RPG
319
Resource Planning Group
Georgia
$308K +$79.4K +2,720 +35%
TCM
320
Telos Capital Management
California
$305K +$49.3K +1,688 +19%
RFA
321
Reilly Financial Advisors
California
$300K -$8.15K -279 -3%
NFG
322
Nations Financial Group
Iowa
$295K -$14.4K -494 -5%
ATPW
323
Ashton Thomas Private Wealth
Arizona
$293K +$292K +10,000 New
BFG
324
Beacon Financial Group
Texas
$292K -$13.5K -461 -4%
FFN
325
Focus Financial Network
Minnesota
$291K +$48.3K +1,655 +20%
11 12
13
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