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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
626
Leo Wealth LLC
Texas
$357K +$333K +10,490 New
SI
627
Stephens Inc
Arkansas
$352K +$328K +10,340 New
BC
628
Burney Company
Virginia
$350K +$11K +346 +3%
PA
629
Pineridge Advisors
Missouri
$349K +$325K +10,248 New
AWA
630
Alta Wealth Advisors
Massachusetts
$349K +$79.8K +2,515 +33%
PFPT
631
Pinnacle Financial Partners (Tennessee)
Tennessee
$347K -$153K -4,816 -32%
NCM
632
Northwest Capital Management
Oregon
$346K +$5.52K +174 +2%
NA
633
Nottingham Advisors
New York
$341K -$857 -27 -0.3%
RCM
634
Richardson Capital Management
Wisconsin
$340K +$318K +10,006 New
BFA
635
Bill Few Associates
Pennsylvania
$336K +$314K +9,879 New
OCM
636
Orleans Capital Management
Louisiana
$336K – – –
KPWS
637
Kestra Private Wealth Services
Texas
$336K +$52.2K +1,643 +20%
KFI
638
Key Financial Inc
Pennsylvania
$333K +$11.3K +356 +4%
AT
639
American Trust
Kentucky
$324K +$63.6K +2,004 +27%
AWA
640
Acorn Wealth Advisors
Michigan
$321K -$7.3K -230 -2%
OC
641
Oarsman Capital
Wisconsin
$318K – – –
WAM
642
WNY Asset Management
New York
$318K -$8.63K -272 -3%
NGA
643
Naples Global Advisors
Florida
$315K -$102K -3,200 -26%
NFG
644
Nations Financial Group
Iowa
$313K – – –
O3W
645
Omni 360 Wealth
New Jersey
$311K +$291K +9,159 New
FSG
646
Financial Strategies Group
Michigan
$308K +$8.89K +280 +3%
WIA
647
World Investment Advisors
California
$306K +$286K +9,012 New
MW
648
MBL Wealth
North Carolina
$304K +$39.2K +1,235 +16%
MAS
649
Madden Advisory Services
Florida
$304K – – –
T
650
Tidemark
California
$303K +$283K +8,914 New
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26
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