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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
601
Southland Equity Partners
Missouri
$257K +$11K +338 +4%
RPGK
602
Retirement Planning Group (Kansas)
Kansas
$257K +$258K +7,907 New
SAMC
603
Spectrum Asset Management (California)
California
$257K – – –
LFG
604
Lockerman Financial Group
California
$255K -$37.6K -1,152 -13%
TP
605
Tranquility Partners
Tennessee
$254K -$5.03K -154 -2%
FGG
606
Financial Guidance Group
Florida
$254K – – –
LWM
607
Lodestone Wealth Management
Washington
$254K -$15.7K -480 -6%
HPC
608
HM Payson & Co
Maine
$253K – – –
FMI
609
F/M Investments
District of Columbia
$251K -$19.8K -608 -7%
AWA
610
Alta Wealth Advisors
Massachusetts
$249K +$18.5K +566 +8%
C1AG
611
Client 1st Advisory Group
Florida
$247K -$3.56K -109 -1%
WWM
612
Windsor Wealth Management
Indiana
$247K – – –
JWM
613
JGP Wealth Management
Oregon
$246K – – –
MPM
614
Meritage Portfolio Management
Kansas
$238K +$35K +1,071 +17%
WA
615
Wealth Architects
California
$236K -$2.9K -89 -1%
FWM
616
Forza Wealth Management
Florida
$236K +$29.4K +900 +14%
MPW
617
MA Private Wealth
California
$236K – – –
MCM
618
MAI Capital Management
Ohio
$234K +$235K +7,197 New
OBWG
619
Onyx Bridge Wealth Group
New York
$233K +$234K +7,173 New
ML
620
McAdam LLC
Pennsylvania
$228K +$229K +7,021 New
EI
621
Ellevest Inc
New York
$228K +$229K +7,014 New
PWG
622
Private Wealth Group
Florida
$228K – – –
MCC
623
Money Concepts Capital
Florida
$226K -$3.35M -102,553 -94%
LNC
624
Lincoln National Corp
Pennsylvania
$226K -$587 -18 -0.3%
CF
625
Cantor Fitzgerald
New York
$225K -$13.6K -416 -6%
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