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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Apollon Wealth Management
South Carolina
$877K +$427K +13,529 +98%
LA
427
Lifeworks Advisors
Michigan
$877K +$862K +27,294 New
MFA
428
Morling Financial Advisors
California
$876K – – –
KWS
429
Keystone Wealth Services
California
$874K +$55.6K +1,761 +7%
PFM
430
Phillips Financial Management
Indiana
$872K – – –
AFAS
431
Acorn Financial Advisory Services
Virginia
$871K -$5.9K -187 -0.7%
B
432
Bensler
Washington
$857K -$17K -537 -2%
ACG
433
Allen Capital Group
Nebraska
$855K +$840K +26,612 New
IIC
434
Integrated Investment Consultants
Michigan
$845K – – –
CRC
435
Curi RMB Capital
Illinois
$843K – – –
SB
436
Strategic Blueprint
Georgia
$842K -$127K -4,010 -13%
V
437
Veritable
Delaware
$833K – – –
FW
438
FirstPurpose Wealth
Utah
$828K +$143K +4,534 +21%
CF
439
Convergence Financial
Missouri
$820K -$1.67M -52,866 -67%
LIA
440
LBMC Investment Advisors
Tennessee
$817K – – –
RFN
441
Redwood Financial Network
Ohio
$817K +$81K +2,565 +11%
AWA
442
Aletheian Wealth Advisors
Washington
$814K -$80.2K -2,541 -9%
WIP
443
WealthCare Investment Partners
Rhode Island
$807K +$177K +5,594 +29%
UAS
444
United Asset Strategies
New York
$800K -$497K -15,758 -47%
BP
445
BCK Partners
New York
$798K -$67K -2,124 -8%
NFP
446
Narus Financial Partners
Utah
$791K +$16.8K +531 +2%
KSWA
447
Kathleen S. Wright Associates
Pennsylvania
$786K -$53.6K -1,699 -6%
AMG
448
Advisors Management Group
Wisconsin
$777K +$5.75K +182 +0.8%
SL
449
Salomon & Ludwin
Virginia
$775K +$14K +445 +2%
BF
450
BOK Financial
Oklahoma
$758K -$696K -22,036 -48%
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