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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
551
Richard W. Paul & Associates
Michigan
$596K -$82.2K -2,393 -13%
T
552
Tidemark
California
$593K +$262K +7,626 +86%
ASW
553
Astoria Strategic Wealth
Texas
$586K +$19.2K +559 +4%
ACM
554
Advance Capital Management
Michigan
$583K +$74.5K +2,170 +15%
KFI
555
Key Financial Inc
Pennsylvania
$578K +$218K +6,335 +65%
WPC
556
Wedmont Private Capital
Pennsylvania
$572K – – –
KWA
557
Kingswood Wealth Advisors
California
$566K +$543K +15,798 New
CA
558
Calton & Associates
Florida
$563K -$1.99K -58 -0.4%
CPCP
559
Cedar Point Capital Partners
Iowa
$563K +$55.6K +1,618 +11%
RPCA
560
Running Point Capital Advisors
California
$560K -$824 -24 -0.2%
TF
561
TLWM Financial
Texas
$559K -$39.1K -1,138 -7%
GIA
562
GHP Investment Advisors
Colorado
$556K -$20K -582 -4%
DFA
563
DHK Financial Advisors
New Hampshire
$556K – – –
ECM
564
Evergreen Capital Management
Washington
$546K – – –
GJIA
565
Glass Jacobson Investment Advisors
Maryland
$544K +$76.3K +2,221 +17%
SFS
566
Sowell Financial Services
Arkansas
$539K +$42.7K +1,244 +9%
RFA
567
Resurgent Financial Advisors
Georgia
$537K -$99.8K -2,905 -16%
LWM
568
Laidlaw Wealth Management
New York
$535K +$43.5K +1,267 +9%
WT
569
Whittier Trust
California
$535K – – –
AWM
570
Austin Wealth Management
Texas
$529K -$32.7K -951 -6%
FIA
571
Foundations Investment Advisors
Arizona
$529K +$39.3K +1,144 +8%
BRWA
572
B. Riley Wealth Advisors
Florida
$523K – – –
FWM
573
Fairhaven Wealth Management
Illinois
$523K -$9.89K -288 -2%
EAM
574
Evanson Asset Management
California
$520K -$45K -1,310 -8%
IAA
575
Independent Advisor Alliance
North Carolina
$515K +$494K +14,366 New
21 22
23
24 25