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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
326
Affiance Financial
Minnesota
$226K – – –
SMFS
327
Squar Milner Financial Services
California
$223K +$15.1K +527 +6%
TFA
328
Tobias Financial Advisors
Florida
$221K -$7.16K -250 -3%
GSWM
329
Golden State Wealth Management
California
$213K +$254K +8,889 New
FFN
330
Focus Financial Network
Minnesota
$212K +$41.6K +1,452 +20%
CWM
331
Cahaba Wealth Management
Georgia
$212K -$124K -4,348 -33%
KCPG
332
Kavar Capital Partners Group
Kansas
$209K +$29.5K +1,030 +13%
CPA
333
Capital Planning Advisors
California
$208K -$14.7K -512 -6%
CF
334
Centaurus Financial
California
$197K +$77.5K +2,708 +49%
PP
335
PrairieView Partners
Minnesota
$192K +$37K +1,293 +19%
PA
336
Procyon Advisors
Connecticut
$192K +$137K +4,800 +150%
SC
337
Stratford Consulting
Texas
$172K +$205K +7,164 New
NFG
338
Next Financial Group
Texas
$171K +$56.1K +1,962 +38%
CFG
339
Citizens Financial Group
Rhode Island
$163K – – –
PP
340
Paloma Partners
Connecticut
$117K +$140K +4,884 New
PP
341
Pacifica Partners
Canada
$114K -$252K -8,810 -65%
FA
342
Faithward Advisors
Pennsylvania
$110K – – –
LM
343
Legg Mason
Maryland
$107K +$1.6K +56 +1%
LPIC
344
LeJeune Puetz Investment Counsel
Michigan
$102K +$122K +4,250 New
SFSG
345
Stearns Financial Services Group
North Carolina
$90K +$108K +3,774 New
DWM
346
Darwin Wealth Management
Florida
$88K -$105K -3,667 -50%
SPIA
347
Steward Partners Investment Advisory
New York
$88K -$73.2K -2,556 -41%
FANJ
348
Financial Architects (New Jersey)
New Jersey
$76K – – –
S
349
SignatureFD
Georgia
$75K -$184K -6,442 -67%
LFG
350
LifePlan Financial Group
Ohio
$74K -$3.49K -122 -4%
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14
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