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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
YWM
576
Yoder Wealth Management
California
$486K +$454K +14,300 New
RLWM
577
RF&L Wealth Management
Massachusetts
$486K -$22.1K -697 -5%
ACM
578
Advance Capital Management
Michigan
$480K -$42.8K -1,348 -9%
CPCP
579
Cedar Point Capital Partners
Iowa
$479K +$447K +14,087 New
HIA
580
Harbor Investment Advisory
Maryland
$473K – – –
SFS
581
Sowell Financial Services
Arkansas
$470K +$438K +13,806 New
LF
582
Lantz Financial
Illinois
$468K -$38.7K -1,218 -8%
MSFS
583
Main Street Financial Solutions
Pennsylvania
$465K -$49.8K -1,570 -10%
LWM
584
Laidlaw Wealth Management
New York
$465K -$44.4K -1,399 -9%
AIM
585
Anchor Investment Management
South Carolina
$465K – – –
FIA
586
Foundations Investment Advisors
Arizona
$463K +$157K +4,960 +57%
RIA
587
Regal Investment Advisors
Michigan
$463K +$3.3K +104 +0.8%
CFB
588
Cullen/Frost Bankers
Texas
$462K -$505K -15,900 -54%
KC
589
Kingfisher Capital
North Carolina
$458K +$4.32K +136 +1%
CWA
590
Canvas Wealth Advisors
Kansas
$453K -$635 -20 -0.1%
HSG
591
Helen Stephens Group
Texas
$446K +$8.6K +271 +2%
SFP
592
Shepherd Financial Partners
Massachusetts
$442K +$413K +12,998 New
GJIA
593
Glass Jacobson Investment Advisors
Maryland
$441K – – –
HCMT
594
Highland Capital Management (Tennessee)
Tennessee
$440K -$14.4K -455 -3%
SWP
595
Strategic Wealth Partners
Ohio
$431K -$11.9K -375 -3%
PP
596
Pacifica Partners
Canada
$430K +$11.9K +375 +3%
SPAS
597
Spectrum Planning & Advisory Services
California
$430K +$98.8K +3,111 +33%
PFA
598
Pinnacle Family Advisors
Missouri
$430K -$3.78K -119 -0.9%
MGW
599
MB Generational Wealth
Washington
$428K +$400K +12,592 New
MCC
600
Money Concepts Capital
Florida
$425K +$149K +4,690 +60%
22 23
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