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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$21K +$2.97K +80 +16%
LF
527
Lee Financial
Texas
$15K +$15.2K +411 New
CFGS
528
Concourse Financial Group Securities
Alabama
$11K – – –
PWMG
529
Prestige Wealth Management Group
New Jersey
$11K – – –
IBOK
530
Independence Bank of Kentucky
Kentucky
$10K +$9.68K +261 New
CPFP
531
Clear Perspectives Financial Planning
Ohio
$9K – – –
AIL
532
AGF Investments LLC
Ontario, Canada
$8K – – –
GTAM
533
Global Trust Asset Management
Florida
$8K +$111 +3 +1%
LPWM
534
Lake Point Wealth Management
Texas
$8K +$8.09K +218 New
COCM
535
Charter Oak Capital Management
New Hampshire
$6K – – –
DAC
536
Dividend Assets Capital
South Carolina
$6K – – –
FRA
537
Front Row Advisors
California
$6K – – –
WFA
538
West Financial Advisors
Iowa
$5K – – –
CIAS
539
Capital Investment Advisory Services
North Carolina
$4K – – –
BC
540
Barnett & Company
Tennessee
$3K – – –
PCG
541
Private Capital Group
Connecticut
$3K – – –
RG
542
Retirement Group
California
$3K – – –
JCM
543
Jacobi Capital Management
Pennsylvania
$3K +$37 +1 +1%
BWP
544
Baldwin Wealth Partners
Massachusetts
$3K +$2.93K +79 New
HFS
545
Hantz Financial Services
Michigan
$3K +$3.38K +91 New
FCM
546
Firestone Capital Management
Florida
$2K – – –
HWM
547
Holloway Wealth Management
Florida
$2K – – –
LWA
548
Lowe Wealth Advisors
Maryland
$2K – – –
TWA
549
TCI Wealth Advisors
Arizona
$2K – – –
JMF
550
Johnson Midwest Financial
Iowa
$2K +$1.52K +41 New
20 21
22
23 24