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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
326
Montis Financial
Massachusetts
$6.4M -$100K -2,026 -2%
PA
327
Parallel Advisors
California
$6.36M +$2.95M +59,603 +89%
SFC
328
SYM Financial Corp
Indiana
$6.34M +$654K +13,197 +12%
FA
329
FDx Advisors
Illinois
$6.33M -$176K -3,556 -3%
SW
330
SMART Wealth
Nebraska
$6.32M +$6.22M +125,434 New
HFS
331
Hughes Financial Services
Virginia
$6.28M -$72.5K -1,463 -1%
IFG
332
Independent Financial Group
California
$6.22M -$2.82M -56,971 -32%
VFS
333
Valpey Financial Services
New Hampshire
$6.08M +$114K +2,296 +2%
EIM
334
Ervin Investment Management
Washington
$6.07M +$318K +6,422 +6%
GEM
335
Global Endowment Management
North Carolina
$6.02M +$718K +14,492 +14%
UCFA
336
United Capital Financial Advisors
Texas
$6.02M -$262K -5,278 -4%
FPWM
337
FSB Premier Wealth Management
Iowa
$6.02M +$71.8K +1,449 +1%
TCM
338
Towercrest Capital Management
Pennsylvania
$5.93M +$211K +4,249 +4%
YWM
339
Yukon Wealth Management
Kansas
$5.92M -$357K -7,195 -6%
LIA
340
LBMC Investment Advisors
Tennessee
$5.89M -$88.9K -1,794 -2%
CWM
341
Cabot Wealth Management
Massachusetts
$5.87M +$1.32M +26,622 +30%
WCM
342
WealthTrak Capital Management
Virginia
$5.83M -$2.04M -41,136 -26%
HAC
343
Harbor Advisory Corp
New Hampshire
$5.66M – – –
IWS
344
Integrity Wealth Solutions
Colorado
$5.66M -$176K -3,548 -3%
SAI
345
Savvy Advisors Inc
New York
$5.63M +$2.23M +44,917 +67%
CL
346
Choreo LLC
Illinois
$5.61M +$47.8K +964 +0.9%
TC
347
Trilogy Capital
California
$5.6M +$227K +4,576 +4%
HCC
348
Hirtle Callaghan & Co
Pennsylvania
$5.56M – – –
HWA
349
Heartwood Wealth Advisors
Virginia
$5.56M +$5.75K +116 +0.1%
SAM
350
Smartleaf Asset Management
Massachusetts
$5.5M – – –
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