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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
576
Zullo Investment Group
Pennsylvania
$31K +$5.1K +177 +17%
C
577
Covestor
United Kingdom
$29K -$3.75K -130 -10%
AAP
578
Arax Advisory Partners
Colorado
$29K – – –
FWP
579
FAS Wealth Partners
Kansas
$28K – – –
PA
580
PSI Advisors
Florida
$27K – – –
SFCL
581
Strengthening Families & Communities LLC
Massachusetts
$26K – – –
MIM
582
Macroview Investment Management
Maryland
$24K – – –
M
583
MOTCO
Texas
$23K +$26K +903 New
MG
584
MilWealth Group
Wisconsin
$22K – – –
PFBT
585
Parkside Financial Bank & Trust
Missouri
$21K +$23.3K +809 New
WT
586
Whittier Trust
California
$19K +$21.2K +735 New
TFS
587
TrustCore Financial Services
Tennessee
$17K +$18.7K +647 New
CHA
588
Carmichael Hill & Associates
Maryland
$16K +$18.4K +637 New
CWM
589
CarsonAllaria Wealth Management
Illinois
$15K +$4.27K +148 +35%
EK
590
Evensky & Katz
Florida
$14K -$200K -6,921 -93%
VNA
591
Valley National Advisers
Pennsylvania
$13K – – –
CSPAM
592
Cary Street Partners Asset Management
Virginia
$12K +$13.3K +463 New
LF
593
Lee Financial
Texas
$11K – – –
IRAG
594
Investment Research & Advisory Group
Georgia
$9K – – –
LC
595
Lindbrook Capital
California
$9K – – –
MPCG
596
Matrix Private Capital Group
New York
$9K – – –
TSWM
597
Tyler-Stone Wealth Management
Ohio
$9K – – –
HFS
598
HBC Financial Services
Washington
$6K – – –
AWMS
599
Advocacy Wealth Management Services
Georgia
$6K +$5.88K +204 New
PWMG
600
Prestige Wealth Management Group
New Jersey
$5K – – –
22 23
24
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