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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
676
IEQ Capital
California
$830K -$3.38K -72 -0.4%
PFA
677
Professional Financial Advisors
Nebraska
$829K -$43.4K -924 -5%
PC
678
Port Capital
Illinois
$822K – – –
BI
679
Bolthouse Investments
California
$814K +$19K +404 +2%
MW
680
Maia Wealth
Colorado
$812K -$31.3K -668 -4%
WIM
681
Wiregrass Investment Management
Georgia
$800K -$11.6K -247 -1%
CWMK
682
Caliber Wealth Management (Kansas)
Kansas
$798K -$1.02M -21,793 -56%
CAM
683
Clark Asset Management
New Hampshire
$793K – – –
LK
684
Lumbard & Kellner
New Hampshire
$793K – – –
TF
685
TLWM Financial
Texas
$777K +$120K +2,565 +18%
CFS
686
Coordinated Financial Services
Colorado
$773K +$46.9K +1,000 +6%
BJL
687
Brighton Jones LLC
Washington
$771K +$792K +16,883 New
SSW
688
Stone Summit Wealth
Florida
$766K +$22K +468 +3%
BWP
689
BSW Wealth Partners
Colorado
$762K +$11K +234 +1%
SPAS
690
Spectrum Planning & Advisory Services
California
$754K +$22.1K +472 +3%
BWA
691
BlueChip Wealth Advisors
Georgia
$739K +$334K +7,118 +79%
EWM
692
Empirical Wealth Management
Washington
$738K -$7.27K -155 -0.9%
EP
693
E6 Portfolios
Utah
$737K +$79.1K +1,685 +12%
AIM
694
Acropolis Investment Management
Missouri
$736K -$112K -2,390 -13%
GS
695
GTS Securities
Florida
$736K +$756K +16,116 New
SFS
696
Summit Financial Strategies
Ohio
$735K +$756K +16,107 New
FTWA
697
Fifth Third Wealth Advisors
Ohio
$735K +$346K +7,379 +85%
C1AG
698
Client 1st Advisory Group
Florida
$733K -$23K -491 -3%
KPWS
699
Kestra Private Wealth Services
Texas
$732K +$146K +3,108 +24%
BWM
700
Bernicke Wealth Management
Wisconsin
$725K -$4.18K -89 -0.6%
26 27
28
29 30