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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
301
Nicolet Bankshares
Wisconsin
$7.31M +$7.23M +154,082 +2,976%
SWM
302
Sherman Wealth Management
Maryland
$7.23M +$799K +17,028 +12%
WCM
303
WealthTrak Capital Management
Virginia
$7.16M +$1.66M +35,330 +29%
VCWM
304
Vista Cima Wealth Management
Arizona
$7.15M +$2.45M +52,291 +50%
BCG
305
BayBridge Capital Group
California
$7.15M – – –
DWA
306
Delap Wealth Advisory
Oregon
$7.08M -$40.8K -870 -0.6%
CAM
307
Cresset Asset Management
Illinois
$7.04M +$18.5K +394 +0.3%
BGA
308
Battery Global Advisors
Massachusetts
$6.96M – – –
OPWM
309
Oregon Pacific Wealth Management
Oregon
$6.94M -$30.9K -658 -0.4%
AWM
310
Avior Wealth Management
Nebraska
$6.86M +$4.88K +104 +0.1%
VFP
311
Vested Financial Planning
California
$6.85M +$582K +12,393 +9%
FDW
312
Fourth Dimension Wealth
Ohio
$6.82M +$132K +2,815 +2%
BF
313
Benchmark Financial
Delaware
$6.78M +$953K +20,314 +16%
BW
314
BIP Wealth
Georgia
$6.75M -$1.31M -27,962 -16%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$6.66M +$120K +2,560 +2%
TCWM
316
Total Clarity Wealth Management
Illinois
$6.64M +$1.07M +22,903 +19%
GLA
317
Great Lakes Advisors
Illinois
$6.6M -$4.34M -92,517 -39%
CA
318
Continuum Advisory
Idaho
$6.3M -$633K -13,499 -9%
RCM
319
Raleigh Capital Management
North Carolina
$6.28M -$255K -5,430 -4%
WMWM
320
Wilkins Miller Wealth Management
Alabama
$6.28M +$166K +3,545 +3%
BWM
321
BCS Wealth Management
Tennessee
$6.12M -$5.92M -126,209 -48%
CAL
322
Capital Analysts LLC
Pennsylvania
$6.11M +$225K +4,789 +4%
CSPIA
323
Cary Street Partners Investment Advisory
Virginia
$6.05M +$965K +20,576 +18%
TWP
324
Tyche Wealth Partners
Texas
$5.91M +$750K +15,985 +14%
FA
325
FDx Advisors
Illinois
$5.9M +$6.07M +129,267 New
11 12
13
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