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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
451
QCM Cayman
Texas
$266K +$273K +7,341 New
PWPS
452
Pinnacle Wealth Planning Services
Ohio
$265K +$13.9K +375 +5%
GKWIM
453
Gerber Kawasaki Wealth & Investment Management
California
$265K +$30.4K +818 +13%
TA
454
Tectonic Advisors
Texas
$256K +$262K +7,067 New
TF
455
TimeScale Financial
Massachusetts
$253K – – –
SSWM
456
Smith Salley Wealth Management
North Carolina
$251K – – –
FWM
457
FSA Wealth Management
Massachusetts
$248K -$11K -296 -4%
MI
458
Moneywise Inc
Virginia
$246K +$1.11K +30 +0.4%
CG
459
Caprock Group
Idaho
$244K – – –
BWM
460
BCS Wealth Management
Tennessee
$243K – – –
NCG
461
Newport Capital Group
New Jersey
$240K – – –
AP
462
Appleton Partners
Massachusetts
$239K +$245K +6,611 New
HSA
463
HBK Sorce Advisory
Pennsylvania
$238K +$39K +1,051 +19%
FMI
464
F/M Investments
District of Columbia
$234K +$31K +834 +15%
WFM
465
Wolff Financial Management
Michigan
$230K +$236K +6,344 New
CS
466
Cannell & Spears
New York
$229K -$65.2K -1,755 -22%
BC
467
Burney Company
Virginia
$224K -$171K -4,600 -43%
BA
468
Bellwether Advisors
Nebraska
$221K +$3.71K +100 +2%
MGIA
469
Moneta Group Investment Advisors
Missouri
$220K +$18.7K +504 +9%
BPWM
470
Badgley Phelps Wealth Managers
Washington
$218K +$224K +6,025 New
VWM
471
Valley Wealth Managers
New Jersey
$209K – – –
TSA
472
Tri-Star Advisors
Texas
$209K +$211K +5,675 New
CA
473
Cambridge Advisors
Nebraska
$208K – – –
PA
474
Procyon Advisors
Connecticut
$208K – – –
AWAP
475
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$209K +5,640 New
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19
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