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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
676
Advance Capital Management
Michigan
$557K – – –
LWM
677
Level Wealth Management
North Carolina
$555K – – –
AIM
678
Anchor Investment Management
South Carolina
$553K – – –
AFAS
679
Acorn Financial Advisory Services
Virginia
$550K -$44.1K -1,150 -8%
FWMP
680
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$543K +$514K +13,403 New
FLI
681
Family Legacy Inc
South Carolina
$542K -$19.2K -500 -4%
LF
682
Lantz Financial
Illinois
$541K -$18.6K -485 -4%
RLWM
683
RF&L Wealth Management
Massachusetts
$535K +$192 +5 +0%
RPSA
684
Richard P. Slaughter Associates
Texas
$533K -$131K -3,413 -21%
ASW
685
Astoria Strategic Wealth
Texas
$531K +$4.56K +119 +0.9%
SPAS
686
Spectrum Planning & Advisory Services
California
$530K -$404K -10,545 -45%
BWP
687
Balboa Wealth Partners
Arizona
$529K -$1.08M -28,230 -68%
SFP
688
Shepherd Financial Partners
Massachusetts
$526K – – –
CPA
689
Cardiff Park Advisors
California
$524K +$690 +18 +0.1%
RFA
690
Resurgent Financial Advisors
Georgia
$519K -$2.3K -60 -0.5%
TCM
691
Triumph Capital Management
Colorado
$519K -$376K -9,804 -43%
GWS
692
Glassman Wealth Services
Virginia
$513K – – –
AIFAIM
693
American Institute for Advanced Investment Management
Arizona
$507K +$150K +3,921 +46%
PWG
694
Private Wealth Group
Florida
$501K +$474K +12,373 New
SAM
695
Sequent Asset Management
Texas
$491K – – –
APP
696
Avantax Planning Partners
Iowa
$490K -$38 -1 -0%
GFP
697
Gryphon Financial Partners
Ohio
$489K +$345 +9 +0.1%
MWM
698
Mittelman Wealth Management
Massachusetts
$489K +$463K +12,066 New
RIM
699
Redwood Investment Management
Arizona
$488K -$2.84K -74 -0.6%
MAFA
700
MJT & Associates Financial Advisory
Minnesota
$485K +$38 +1 +0%
26 27
28
29 30