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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGSD
501
Compass Financial Group (South Dakota)
South Dakota
$405K +$391K +13,638 New
MFT
502
Moisand Fitzgerald Tamayo
Florida
$405K -$164K -5,723 -30%
SPC
503
Sigma Planning Corp
Michigan
$399K -$18.8K -654 -5%
WP
504
WealthShield Partners
North Carolina
$396K +$382K +13,323 New
AIM
505
Anchor Investment Management
South Carolina
$393K – – –
PWM
506
Perigon Wealth Management
California
$393K +$1.55K +54 +0.4%
TF
507
TLWM Financial
Texas
$377K -$83.2K -2,900 -19%
JWCA
508
J.W. Cole Advisors
Florida
$376K +$364K +12,674 New
AAS
509
Avantax Advisory Services
Texas
$376K +$363K +12,663 New
FIM
510
Fernwood Investment Management
Massachusetts
$368K -$117K -4,068 -25%
DWM
511
Dakota Wealth Management
Florida
$366K +$354K +12,329 New
OC
512
Oarsman Capital
Wisconsin
$361K -$45.8K -1,595 -12%
VIP
513
Vantage Investment Partners
Missouri
$358K – – –
SBL
514
Sargent Bickham Lagudis
Colorado
$356K – – –
CCA
515
Conservest Capital Advisors
Pennsylvania
$354K +$342K +11,928 New
CPA
516
Cardiff Park Advisors
California
$352K – – –
KCPG
517
Kavar Capital Partners Group
Kansas
$350K – – –
MSFS
518
Main Street Financial Solutions
Pennsylvania
$347K +$15.6K +544 +5%
CSIA
519
Charles Schwab Investment Advisory
California
$345K +$334K +11,621 New
NGA
520
Naples Global Advisors
Florida
$343K -$7.89K -275 -2%
DWT
521
Dorsey & Whitney Trust
South Dakota
$342K – – –
GFP
522
Gryphon Financial Partners
Ohio
$342K -$261K -9,107 -44%
ASW
523
Astoria Strategic Wealth
Texas
$341K +$32.2K +1,123 +11%
VAG
524
VisionPoint Advisory Group
Texas
$341K -$4.72M -164,590 -94%
MWM
525
Maripau Wealth Management
Indiana
$338K -$5.8K -202 -2%
19 20
21
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