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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
326
FDx Advisors
Illinois
$5.9M +$6.07M +129,267 New
MF
327
Montis Financial
Massachusetts
$5.89M +$238K +5,069 +4%
NSAM
328
North Star Asset Management
Wisconsin
$5.86M -$634K -13,519 -10%
CAAM
329
Cornerstone Advisors Asset Management
Pennsylvania
$5.84M -$88.7K -1,890 -1%
OAM
330
Occidental Asset Management
California
$5.83M +$299K +6,380 +5%
ASN
331
Advisory Services Network
Georgia
$5.81M -$575K -12,248 -9%
SF
332
Symphony Financial
Texas
$5.76M +$43K +916 +0.7%
HFS
333
Hughes Financial Services
Virginia
$5.76M -$201K -4,278 -3%
VAG
334
VisionPoint Advisory Group
Texas
$5.73M +$1.05M +22,291 +22%
UCFA
335
United Capital Financial Advisors
Texas
$5.72M -$105K -2,247 -2%
AWA
336
ARQ Wealth Advisors
Arizona
$5.72M -$101K -2,157 -2%
YWM
337
Yukon Wealth Management
Kansas
$5.7M +$91.5K +1,950 +2%
BI
338
Breachway Investments
Rhode Island
$5.57M +$170K +3,617 +3%
RWI
339
Red Wave Investments
Pennsylvania
$5.51M -$721K -15,355 -11%
STA
340
Smith Thornton Advisors
Alabama
$5.46M +$180K +3,846 +3%
LIA
341
LBMC Investment Advisors
Tennessee
$5.42M -$4.74K -101 -0.1%
SWM
342
Schwallier Wealth Management
Michigan
$5.42M -$389K -8,297 -7%
VFS
343
Valpey Financial Services
New Hampshire
$5.4M -$265K -5,643 -5%
FPWM
344
FSB Premier Wealth Management
Iowa
$5.38M -$289K -6,161 -5%
IWS
345
Integrity Wealth Solutions
Colorado
$5.29M -$10.4K -222 -0.2%
EIM
346
Ervin Investment Management
Washington
$5.21M +$213K +4,535 +4%
TCM
347
Towercrest Capital Management
Pennsylvania
$5.18M -$82.8K -1,764 -2%
SFC
348
SYM Financial Corp
Indiana
$5.14M +$502K +10,690 +10%
IPWA
349
International Private Wealth Advisors
California
$5.13M +$94K +2,004 +2%
HAC
350
Harbor Advisory Corp
New Hampshire
$5.13M – – –
12 13
14
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