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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
526
Highland Capital Management (Tennessee)
Tennessee
$451K – – –
ASW
527
Astoria Strategic Wealth
Texas
$448K +$20.2K +618 +5%
KC
528
Kingfisher Capital
North Carolina
$433K +$7.8K +239 +2%
HSG
529
Helen Stephens Group
Texas
$433K +$457 +14 +0.1%
AIM
530
Anchor Investment Management
South Carolina
$431K – – –
SWP
531
Strategic Wealth Partners
Ohio
$431K +$29.6K +906 +7%
PFA
532
Pinnacle Family Advisors
Missouri
$418K -$16.6K -510 -4%
GKWIM
533
Gerber Kawasaki Wealth & Investment Management
California
$411K -$863K -26,442 -68%
EWM
534
Empirical Wealth Management
Washington
$407K +$409K +12,521 New
NCG
535
Newport Capital Group
New Jersey
$405K +$406K +12,442 New
FIM
536
Fernwood Investment Management
Massachusetts
$403K – – –
ECM
537
Evergreen Capital Management
Washington
$402K +$404K +12,369 New
MFT
538
Moisand Fitzgerald Tamayo
Florida
$401K -$39.4K -1,207 -9%
NGA
539
Naples Global Advisors
Florida
$396K +$19.6K +600 +5%
SFO
540
Stokes Family Office
Louisiana
$394K +$395K +12,114 New
CCA
541
Conservest Capital Advisors
Pennsylvania
$394K +$5.45K +167 +1%
IGWM
542
ICA Group Wealth Management
Colorado
$390K +$79.1K +2,424 +25%
GEA
543
Glen Eagle Advisors
New Jersey
$387K +$35.6K +1,090 +10%
KCPG
544
Kavar Capital Partners Group
Kansas
$387K +$3.2K +98 +0.8%
CPA
545
Cardiff Park Advisors
California
$385K – – –
GFP
546
Gryphon Financial Partners
Ohio
$375K +$376K +11,527 New
PP
547
Pacifica Partners
Canada
$372K -$112K -3,440 -23%
DWT
548
Dorsey & Whitney Trust
South Dakota
$371K -$4.08K -125 -1%
GWS
549
Glassman Wealth Services
Virginia
$368K +$16.5K +506 +5%
CFGSD
550
Compass Financial Group (South Dakota)
South Dakota
$359K -$45K -1,379 -11%
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