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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$2.49M +$82K +2,598 +3%
IA
302
Insight Advisors
Pennsylvania
$2.45M -$97.6K -3,093 -4%
BCFS
303
Butensky & Cohen Financial Security
Florida
$2.45M +$3.31K +105 +0.1%
MCWS
304
McKinley Carter Wealth Services
West Virginia
$2.44M -$68.3K -2,164 -3%
APW
305
Austin Private Wealth
Texas
$2.42M +$598K +18,943 +34%
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.37M -$155K -4,904 -6%
WAM
307
WNY Asset Management
New York
$2.35M +$7.89K +250 +0.3%
DWA
308
Delap Wealth Advisory
Oregon
$2.34M -$190K -6,020 -8%
BFG
309
Baron Financial Group
New Jersey
$2.34M -$113K -3,580 -5%
EIM
310
Ervin Investment Management
Washington
$2.32M +$109K +3,455 +5%
BWM
311
BCS Wealth Management
Tennessee
$2.3M +$634K +20,082 +39%
NSB
312
Norway Savings Bank
Maine
$2.29M +$10.7K +339 +0.5%
WPW
313
Watershed Private Wealth
Illinois
$2.28M +$129K +4,080 +6%
SW
314
SkyOak Wealth
Michigan
$2.22M -$7.23K -229 -0.3%
LIA
315
Luken Investment Analytics
Tennessee
$2.21M +$216K +6,834 +11%
PIA
316
Perennial Investment Advisors
California
$2.21M +$2.17M +68,698 New
OCG
317
Opus Capital Group
Ohio
$2.17M -$16.2K -514 -0.8%
WFS
318
Weitzel Financial Services
Iowa
$2.14M -$35.9K -1,136 -2%
CAL
319
Capital Analysts LLC
Pennsylvania
$2.13M -$3.47M -109,863 -62%
WEG
320
World Equity Group
Illinois
$2.1M +$3.91M +123,739 New
TWP
321
Tempus Wealth Planning
California
$2.09M +$53.5K +1,696 +3%
CIC
322
Chilton Investment Company
Connecticut
$2.08M – – –
KBFS
323
Kohmann Bosshard Financial Services
Ohio
$2.05M +$30.8K +975 +2%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$2.02M +$62.6K +1,983 +3%
PIMG
325
Patriot Investment Management Group
Tennessee
$2.01M – – –
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