SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
651
CogentBlue Wealth Advisors
Tennessee
$837K +$131 +3 +0%
SPC
652
Sigma Planning Corp
Michigan
$837K +$26.3K +602 +3%
WP
653
WealthShield Partners
North Carolina
$837K -$5.55K -127 -0.7%
AIM
654
Acropolis Investment Management
Missouri
$822K -$21K -480 -3%
TIAM2
655
Tru Independence Asset Management 2
Oregon
$816K – – –
OE
656
October Effect
Virginia
$813K +$128K +2,933 +19%
SPIA
657
Steward Partners Investment Advisory
New York
$812K -$3.76K -86 -0.5%
MFA
658
McClarren Financial Advisors
Pennsylvania
$812K -$610K -13,952 -82%
IC
659
IEQ Capital
California
$811K +$201K +4,591 +34%
ULWM
660
Upper Left Wealth Management
Florida
$802K -$28.1K -644 -3%
PC
661
Port Capital
Illinois
$799K – – –
MHS
662
M Holdings Securities
Oregon
$799K +$786K +17,987 New
CFD
663
Creative Financial Designs
Indiana
$796K +$110K +2,509 +16%
WIM
664
Wiregrass Investment Management
Georgia
$789K +$777K +17,774 New
NFG
665
Nations Financial Group
Iowa
$788K +$383K +8,763 +98%
GCM
666
Gunpowder Capital Management
Maryland
$784K +$772K +17,663 New
BI
667
Bolthouse Investments
California
$774K – – –
CAM
668
Clark Asset Management
New Hampshire
$772K -$171K -3,906 -18%
LK
669
Lumbard & Kellner
New Hampshire
$772K – – –
PFG
670
Prospect Financial Group
Virginia
$759K – – –
PAW
671
Plan A Wealth
Nebraska
$756K -$224K -5,136 -23%
AWA
672
Arkadios Wealth Advisors
Georgia
$753K +$741K +16,953 New
C1AG
673
Client 1st Advisory Group
Florida
$735K -$1.97K -45 -0.3%
BWP
674
BSW Wealth Partners
Colorado
$731K -$30.4K -695 -4%
WWA
675
WCG Wealth Advisors
Nevada
$731K +$719K +16,457 New
25 26
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