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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
RLWM
601
RF&L Wealth Management
Massachusetts
$491K +$2.31K +65 +0.5%
HCMG
602
Howard Capital Management Group
California
$489K – – –
FAM
603
Formidable Asset Management
Ohio
$489K +$73.9K +2,078 +18%
T
604
Tidemark
California
$488K -$93K -2,615 -16%
HIA
605
Harbor Investment Advisory
Maryland
$488K – – –
PWM
606
Perigon Wealth Management
California
$488K -$113K -3,176 -19%
ECM
607
Evergreen Capital Management
Washington
$483K -$52.2K -1,467 -10%
LF
608
Lantz Financial
Illinois
$481K +$1.85K +52 +0.4%
KC
609
Kingfisher Capital
North Carolina
$480K +$8.43K +237 +2%
AIM
610
Anchor Investment Management
South Carolina
$479K – – –
CWA
611
Canvas Wealth Advisors
Kansas
$477K – – –
SAG
612
SageView Advisory Group
California
$476K +$482K +13,556 New
AT
613
American Trust
Kentucky
$474K +$148K +4,161 +45%
DWM
614
Dopkins Wealth Management
New York
$470K – – –
CAS
615
Coppell Advisory Solutions
Texas
$467K +$473K +13,300 New
ACM
616
Advance Capital Management
Michigan
$464K -$108K -3,035 -19%
SWP
617
Strategic Wealth Partners
Ohio
$464K +$13.4K +377 +3%
UAS
618
United Asset Strategies
New York
$463K -$432K -12,147 -48%
GWS
619
Glassman Wealth Services
Virginia
$463K +$18.2K +513 +4%
BJL
620
Brighton Jones LLC
Washington
$461K +$238K +6,699 +104%
SAI
621
Savvy Advisors Inc
New York
$459K +$466K +13,096 New
PIWA
622
Prevail Innovative Wealth Advisors
Kansas
$459K +$56.1K +1,578 +14%
MCA
623
MSH Capital Advisors
Arizona
$457K +$251K +7,046 +118%
SFP
624
Shepherd Financial Partners
Massachusetts
$456K – – –
PFG
625
Prosperity Financial Group
California
$453K +$31.3K +879 +7%
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