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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
426
SageView Advisory Group
California
$1.26M -$299K -9,414 -20%
UAS
427
United Asset Strategies
New York
$1.24M -$383K -12,070 -25%
CCM
428
Canal Capital Management
Virginia
$1.22M +$14.4K +455 +1%
FW
429
FirstPurpose Wealth
Utah
$1.21M +$46.4K +1,462 +4%
BWFA
430
Baltimore-Washington Financial Advisors
Maryland
$1.19M +$52.2K +1,644 +5%
BWP
431
BSW Wealth Partners
Colorado
$1.17M -$394K -12,415 -26%
CC
432
Courier Capital
New York
$1.17M -$1.34M -42,334 -55%
PPWP
433
Premier Path Wealth Partners
New Jersey
$1.17M +$1.09M +34,306 New
HFS
434
Howard Financial Services
Texas
$1.16M +$16.5K +521 +2%
SWM
435
Sterling Wealth Management
Illinois
$1.16M +$1.08M +34,044 New
TA
436
TKG Advisors
Indiana
$1.15M +$80.5K +2,535 +8%
DWM
437
Drive Wealth Management
Utah
$1.14M -$681K -21,465 -39%
MWM
438
Modera Wealth Management
New Jersey
$1.13M -$12.9K -407 -1%
CA
439
CoreCap Advisors
Michigan
$1.12M -$1.78K -56 -0.2%
AWM
440
Avior Wealth Management
Nebraska
$1.11M +$35.2K +1,108 +4%
PFM
441
Phillips Financial Management
Indiana
$1.1M +$166K +5,232 +19%
KWS
442
Keystone Wealth Services
California
$1.09M +$45.4K +1,431 +5%
NL
443
NWAM LLC
Washington
$1.09M +$246K +7,753 +32%
RCAG
444
Rehmann Capital Advisory Group
Michigan
$1.09M -$180K -5,667 -15%
BMD
445
Better Money Decisions
New Mexico
$1.08M +$88.4K +2,785 +10%
FI
446
FWG Investments
Kentucky
$1.07M +$999K +31,459 New
GAB
447
German American Bancorp
Indiana
$1.07M – – –
FMWA
448
Forvis Mazars Wealth Advisors
Missouri
$1.06M – – –
GT
449
Greenleaf Trust
Michigan
$1.01M – – –
AWA
450
Aletheian Wealth Advisors
Washington
$1.01M – – –
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