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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
651
Sigma Planning Corp
Michigan
$837K +$26.3K +602 +3%
WP
652
WealthShield Partners
North Carolina
$837K -$5.55K -127 -0.7%
AIM
653
Acropolis Investment Management
Missouri
$822K -$21K -480 -3%
TIAM2
654
Tru Independence Asset Management 2
Oregon
$816K – – –
OE
655
October Effect
Virginia
$813K +$128K +2,933 +19%
SPIA
656
Steward Partners Investment Advisory
New York
$812K -$3.76K -86 -0.5%
MFA
657
McClarren Financial Advisors
Pennsylvania
$812K -$610K -13,952 -82%
IC
658
IEQ Capital
California
$811K +$201K +4,591 +34%
ULWM
659
Upper Left Wealth Management
Florida
$802K -$28.1K -644 -3%
PC
660
Port Capital
Illinois
$799K – – –
MHS
661
M Holdings Securities
Oregon
$799K +$786K +17,987 New
CFD
662
Creative Financial Designs
Indiana
$796K +$110K +2,509 +16%
WIM
663
Wiregrass Investment Management
Georgia
$789K +$777K +17,774 New
NFG
664
Nations Financial Group
Iowa
$788K +$383K +8,763 +98%
GCM
665
Gunpowder Capital Management
Maryland
$784K +$772K +17,663 New
BI
666
Bolthouse Investments
California
$774K – – –
CAM
667
Clark Asset Management
New Hampshire
$772K -$171K -3,906 -18%
LK
668
Lumbard & Kellner
New Hampshire
$772K – – –
PFG
669
Prospect Financial Group
Virginia
$759K – – –
PAW
670
Plan A Wealth
Nebraska
$756K -$224K -5,136 -23%
AWA
671
Arkadios Wealth Advisors
Georgia
$753K +$741K +16,953 New
C1AG
672
Client 1st Advisory Group
Florida
$735K -$1.97K -45 -0.3%
BWP
673
BSW Wealth Partners
Colorado
$731K -$30.4K -695 -4%
WWA
674
WCG Wealth Advisors
Nevada
$731K +$719K +16,457 New
EWM
675
Empirical Wealth Management
Washington
$725K – – –
25 26
27
28 29