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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
701
IMA Advisory Services
Colorado
$833K +$819K +16,530 New
NCG
702
Newport Capital Group
New Jersey
$824K -$193K -3,897 -19%
CA
703
Calton & Associates
Florida
$821K -$866K -17,464 -52%
CPIG
704
Chicago Partners Investment Group
Illinois
$818K +$174K +3,501 +27%
BWP
705
BSW Wealth Partners
Colorado
$816K -$24.9K -503 -3%
Fisher Asset Management
706
Fisher Asset Management
Washington
$815K -$655K -13,221 -45%
MWML
707
Morrissey Wealth Management, LLC
Connecticut
$812K +$797K +16,072 New
SFS
708
Summit Financial Strategies
Ohio
$811K -$198 -4 -0%
C1AG
709
Client 1st Advisory Group
Florida
$809K – – –
Wealthfront Advisers
710
Wealthfront Advisers
California
$808K +$61.1K +1,232 +8%
AIM
711
Acropolis Investment Management
Missouri
$802K -$10.1K -204 -1%
ECM
712
Evergreen Capital Management
Washington
$798K +$13.2K +267 +2%
BWM
713
Bernicke Wealth Management
Wisconsin
$795K -$5.21K -105 -0.7%
SSCA
714
South Shore Capital Advisors
Massachusetts
$791K +$17.1K +345 +2%
WCM
715
Wealthcare Capital Management
Virginia
$788K +$80.4K +1,621 +12%
ACM
716
Absolute Capital Management
Pennsylvania
$786K -$207K -4,175 -21%
WRCM
717
Western Reserve Capital Management
Ohio
$784K +$12.9K +260 +2%
RWB
718
RMR Wealth Builders
New Jersey
$782K +$9.96K +201 +1%
KDA
719
Kraft Davis & Associates
Missouri
$780K -$108K -2,176 -12%
CFIA
720
Cantor Fitzgerald Investment Advisors
New York
$774K +$80.4K +1,621 +12%
PPF
721
Pacific Park Financial
California
$763K +$72.2K +1,456 +11%
LCM
722
LVM Capital Management
Michigan
$761K – – –
WSFS
723
Wilmington Savings Fund Society
Delaware
$760K – – –
CWA
724
CogentBlue Wealth Advisors
Tennessee
$759K +$5.95K +120 +0.8%
WT
725
Whittier Trust
California
$758K – – –