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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
601
Theory Financial
Colorado
$267K -$701K -21,712 -72%
MGIA
602
Moneta Group Investment Advisors
Missouri
$261K -$12.7K -392 -4%
MWM
603
Maripau Wealth Management
Indiana
$260K -$17.4K -538 -6%
VAG
604
VisionPoint Advisory Group
Texas
$260K +$166K +5,136 +158%
RW
605
REDW Wealth
New Mexico
$260K – – –
CCWM
606
Cassaday & Co Wealth Management
Virginia
$256K – – –
KPWS
607
Kestra Private Wealth Services
Texas
$255K +$9.14K +283 +4%
EWM
608
Empirical Wealth Management
Washington
$255K -$139K -4,299 -34%
RB
609
Renasant Bank
Mississippi
$253K +$6.75K +209 +3%
WCM
610
Wealthcare Capital Management
Virginia
$252K +$263K +8,134 New
SEP
611
Southland Equity Partners
Missouri
$252K +$7.11K +220 +3%
MI
612
Moneywise Inc
Virginia
$252K +$4.23K +131 +2%
SSWM
613
Smith Salley Wealth Management
North Carolina
$251K – – –
OFP
614
OLIO Financial Planning
Virginia
$250K +$51.8K +1,605 +25%
ACM
615
Absolute Capital Management
Pennsylvania
$249K +$3.36K +104 +1%
ICG
616
InterOcean Capital Group
Tennessee
$247K -$7.53K -233 -3%
HIP
617
HUB Investment Partners
Texas
$247K +$257K +7,958 New
BAAM
618
Baker Avenue Asset Management
California
$245K +$219K +6,769 +599%
SAMC
619
Spectrum Asset Management (California)
California
$245K – – –
GSEP
620
Golden State Equity Partners
California
$244K +$254K +7,873 New
MCC
621
Money Concepts Capital
Florida
$243K +$27.8K +860 +12%
FGG
622
Financial Guidance Group
Florida
$242K – – –
HPC
623
HM Payson & Co
Maine
$241K – – –
LWM
624
Lodestone Wealth Management
Washington
$241K -$1.84K -57 -0.7%
AWA
625
Alta Wealth Advisors
Massachusetts
$240K +$2.33K +72 +0.9%
23 24
25
26 27