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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
501
Hudson Valley Investment Advisors
New York
$330K +$846 +23 +0.3%
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$330K +$63.5K +1,727 +24%
BWM
503
BCS Wealth Management
Tennessee
$320K +$75.3K +2,046 +30%
VHAM
504
Van Hulzen Asset Management
California
$313K -$8.83K -240 -3%
CWMGP
505
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$309K +$312K +8,475 New
NA
506
Nottingham Advisors
New York
$303K +$7.87K +214 +3%
RFA
507
Reilly Financial Advisors
California
$301K -$21.9K -595 -7%
TFA
508
Triad Financial Advisors
North Carolina
$297K +$299K +8,142 New
PWM
509
Penobscot Wealth Management
Maine
$295K +$298K +8,097 New
MWM
510
Marion Wealth Management
Pennsylvania
$294K +$296K +8,055 New
PG
511
Prostatis Group
Maryland
$290K -$73.5K -1,998 -20%
GSWM
512
Golden State Wealth Management
California
$287K – – –
HPC
513
HM Payson & Co
Maine
$287K +$258K +7,025 +834%
AWM
514
Apollon Wealth Management
South Carolina
$285K +$287K +7,816 New
EK
515
Evensky & Katz
Florida
$284K +$1.76K +48 +0.6%
RRCM
516
Rappaport Reiches Capital Management
Illinois
$283K -$625 -17 -0.2%
TCM
517
Telos Capital Management
California
$282K -$67.3K -1,829 -19%
WP
518
WealthPLAN Partners
Nebraska
$282K +$9.93K +270 +3%
AT
519
American Trust
Kentucky
$280K +$283K +7,681 New
WWM
520
Windsor Wealth Management
Indiana
$279K – – –
BP
521
BCK Partners
New York
$279K +$147 +4 +0.1%
SSWM
522
Smith Salley Wealth Management
North Carolina
$278K +$25.1K +682 +10%
FW
523
FirstPurpose Wealth
Utah
$275K +$277K +7,526 New
AAS
524
Avantax Advisory Services
Texas
$269K +$271K +7,378 New
HI
525
Harbour Investments
Wisconsin
$268K -$232K -6,313 -46%
19 20
21
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