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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Strategic Wealth Partners
Ohio
$762K +$15.8K +381 +2%
KSWA
627
Kathleen S. Wright Associates
Pennsylvania
$749K -$41.8K -1,009 -5%
WGC
628
Watts Gwilliam & Co
Arizona
$749K
BI
629
Bolthouse Investments
California
$746K
LK
630
Lumbard & Kellner
New Hampshire
$744K +$487K +11,752 +209%
JWCA
631
J.W. Cole Advisors
Florida
$734K +$321K +7,742 +82%
BWP
632
BSW Wealth Partners
Colorado
$734K +$249 +6 +0%
PFG
633
Prospect Financial Group
Virginia
$731K
BJL
634
Brighton Jones LLC
Washington
$720K -$20.5K -495 -3%
C1AG
635
Client 1st Advisory Group
Florida
$710K
Vanguard Personalized Indexing Management
636
Vanguard Personalized Indexing Management
California
$700K +$5.55K +134 +0.8%
EWM
637
Empirical Wealth Management
Washington
$698K -$207K -4,986 -23%
TCWA
638
Turtle Creek Wealth Advisors
Texas
$696K +$674K +16,257 New
CPCP
639
Cedar Point Capital Partners
Iowa
$685K +$24.2K +583 +4%
RWB
640
RMR Wealth Builders
New Jersey
$684K -$158K -3,821 -19%
CWA
641
Canvas Wealth Advisors
Kansas
$678K
AC
642
AIFG Consultants
New York
$672K -$34.9K -841 -5%
BFG
643
Berger Financial Group
Minnesota
$661K -$65K -1,568 -9%
HC
644
Hurley Capital
New York
$660K
CFD
645
Creative Financial Designs
Indiana
$659K +$291K +7,031 +84%
CFS
646
Coordinated Financial Services
Colorado
$659K
SSW
647
Stone Summit Wealth
Florida
$659K -$46K -1,110 -7%
OE
648
October Effect
Virginia
$658K -$17.4K -419 -3%
RPCA
649
Running Point Capital Advisors
California
$658K -$7.09K -171 -1%
ECM
650
Evergreen Capital Management
Washington
$651K +$12.6K +304 +2%