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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
676
Empirical Wealth Management
Washington
$418K +$45K +1,257 +11%
EP
677
Edgestream Partners
New Jersey
$418K +$439K +12,249 New
SAM
678
Sequent Asset Management
Texas
$414K – – –
KFS
679
Kelly Financial Services
Massachusetts
$409K -$267K -7,448 -38%
IFPG
680
Intrepid Financial Planning Group
Indiana
$409K +$134K +3,745 +46%
PFA
681
Pinnacle Family Advisors
Missouri
$407K +$3.54K +99 +0.8%
CCA
682
Conservest Capital Advisors
Pennsylvania
$406K -$8.31K -232 -2%
KCPG
683
Kavar Capital Partners Group
Kansas
$406K – – –
4A
684
4Wealth Advisors
Illinois
$404K +$424K +11,849 New
CAS
685
Coppell Advisory Solutions
Texas
$401K +$56.9K +1,590 +16%
HC
686
Hurley Capital
New York
$394K +$412K +11,504 New
MCA
687
MSH Capital Advisors
Arizona
$391K -$37.5K -1,048 -8%
FFG
688
Fortem Financial Group
California
$390K – – –
IWA
689
IVC Wealth Advisors
Pennsylvania
$387K +$3.69K +103 +0.9%
WSWA
690
Warren Street Wealth Advisors
California
$385K +$4.8K +134 +1%
OSNBOA
691
Old Second National Bank of Aurora
Illinois
$385K +$112K +3,127 +38%
PP
692
Pacifica Partners
Canada
$385K +$59.6K +1,665 +17%
IIC
693
Integrated Investment Consultants
Michigan
$382K – – –
HCMG
694
Howard Capital Management Group
California
$382K -$98K -2,738 -20%
SWP
695
Sagespring Wealth Partners
Tennessee
$379K +$397K +11,098 New
BJL
696
Brighton Jones LLC
Washington
$379K -$57.4K -1,602 -13%
PCM
697
Peirce Capital Management
Texas
$374K – – –
OC
698
Optima Capital
Oregon
$371K +$389K +10,861 New
HPFG
699
Hart & Patterson Financial Group
Massachusetts
$370K +$388K +10,843 New
WIM
700
WealthPlan Investment Management
Nebraska
$369K +$54.3K +1,517 +16%
26 27
28
29 30