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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
526
Madden Advisory Services
Florida
$236K +$259K +8,176 New
SSWM
527
Smith Salley Wealth Management
North Carolina
$235K +$38.6K +1,218 +18%
KCM
528
Karp Capital Management
California
$231K +$254K +8,019 New
BP
529
BCK Partners
New York
$227K +$1.04K +33 +0.4%
PIA
530
Pinion Investment Advisors
Kansas
$227K +$249K +7,880 New
RWP
531
RWA Wealth Partners
Massachusetts
$225K -$50.1K -1,583 -17%
HPC
532
HM Payson & Co
Maine
$224K -$3.26K -103 -1%
AIFAIM
533
American Institute for Advanced Investment Management
Arizona
$224K +$245K +7,750 New
JWCA
534
J.W. Cole Advisors
Florida
$223K -$245K -7,730 -50%
MI
535
Moneywise Inc
Virginia
$221K +$25.9K +818 +12%
EK
536
Evensky & Katz
Florida
$215K -$6.87K -217 -3%
FA
537
Fermata Advisors
California
$214K -$28.3K -895 -11%
WA
538
Wealth Architects
California
$214K – – –
WWM
539
Windsor Wealth Management
Indiana
$214K – – –
TCM
540
Telos Capital Management
California
$213K – – –
LIM
541
Leavell Investment Management
Alabama
$213K +$32.4K +1,025 +16%
WFM
542
Wolff Financial Management
Michigan
$212K +$3.61K +114 +2%
AWA
543
Arkadios Wealth Advisors
Georgia
$210K – – –
CCA
544
Checchi Capital Advisers
California
$209K -$288K -9,100 -57%
FMI
545
F/M Investments
District of Columbia
$207K -$25.6K -810 -13%
TRCT
546
Tower Research Capital (TRC)
New York
$205K -$22.3K -705 -9%
JSW
547
Journey Strategic Wealth
New Jersey
$205K +$225K +7,100 New
ACM
548
Absolute Capital Management
Pennsylvania
$205K +$225K +7,107 New
SFA
549
Sequoia Financial Advisors
Ohio
$202K +$222K +7,000 New
CIAS
550
Capital Investment Advisory Services
North Carolina
$191K +$169K +5,333 +411%
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