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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
676
Gateway Investment Advisers
Ohio
$911K +$896K +18,076 New
RWA
677
Rooted Wealth Advisors
Illinois
$910K -$1.93K -39 -0.2%
PC
678
Port Capital
Illinois
$907K – – –
WIM
679
Wiregrass Investment Management
Georgia
$901K +$17.5K +353 +2%
TF
680
TLWM Financial
Texas
$901K +$43K +868 +5%
WOSD
681
WFA of San Diego
California
$900K -$222K -4,480 -21%
MFA
682
McClarren Financial Advisors
Pennsylvania
$897K -$23.8K -481 -3%
BI
683
Bolthouse Investments
California
$893K -$6.2K -125 -0.7%
OWCM
684
One Wealth Capital Management
Arizona
$892K +$312K +6,284 +55%
BJL
685
Brighton Jones LLC
Washington
$883K +$31.6K +638 +4%
LFG
686
Leverty Financial Group
Wisconsin
$883K -$179K -3,602 -17%
EWS
687
Evergreen Wealth Solutions
Pennsylvania
$883K -$83.9K -1,692 -9%
CAM
688
Clark Asset Management
New Hampshire
$876K – – –
LK
689
Lumbard & Kellner
New Hampshire
$876K – – –
OFG
690
Orcam Financial Group
California
$875K +$861K +17,365 New
BS
691
Banco Santander
Spain
$860K +$230K +4,638 +37%
MWM
692
Maripau Wealth Management
Indiana
$856K +$173K +3,493 +26%
SSW
693
Stone Summit Wealth
Florida
$853K +$6.94K +140 +0.8%
EP
694
E6 Portfolios
Utah
$849K +$35.2K +711 +4%
BOH
695
Bank of Hawaii
Hawaii
$848K -$516K -10,408 -38%
PA
696
PFG Advisors
Arizona
$847K +$131K +2,640 +19%
KPWS
697
Kestra Private Wealth Services
Texas
$843K +$34K +685 +4%
EI
698
Ellevest Inc
New York
$841K +$357K +7,204 +60%
MW
699
Maia Wealth
Colorado
$835K -$60.2K -1,214 -7%
IAS
700
IMA Advisory Services
Colorado
$833K +$819K +16,530 New
26 27
28
29 30