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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
701
Hershey Financial Advisers
Pennsylvania
$501K +$3.31K +80 +0.7%
RWP
702
Ridgeline Wealth Planning
Ohio
$500K -$829 -20 -0.2%
SW
703
SteelPeak Wealth
California
$497K +$481K +11,612 New
AIFAIM
704
American Institute for Advanced Investment Management
Arizona
$491K -$43.1K -1,040 -8%
BS
705
Banco Santander
Spain
$489K +$77.7K +1,875 +20%
CPIG
706
Chicago Partners Investment Group
Illinois
$486K +$27.8K +670 +6%
PGF
707
Plan Group Financial
Oklahoma
$483K -$1.64M -39,479 -78%
HCMG
708
Howard Capital Management Group
California
$479K -$373 -9 -0.1%
TCM
709
Triumph Capital Management
Colorado
$478K -$67.6K -1,631 -13%
RPSA
710
Richard P. Slaughter Associates
Texas
$477K -$83.6K -2,017 -15%
LCC
711
Lincoln Capital Corp
Rhode Island
$477K – – –
IIC
712
Integrated Investment Consultants
Michigan
$472K – – –
RIM
713
Redwood Investment Management
Arizona
$472K -$42K -1,014 -8%
RPGK
714
Retirement Planning Group (Kansas)
Kansas
$460K – – –
RFG
715
REAP Financial Group
Texas
$460K -$49.4K -1,191 -10%
PWM
716
Partners Wealth Management
California
$459K +$444K +10,722 New
SMC
717
Smith, Moore & Co
Missouri
$458K – – –
MPM
718
Meritage Portfolio Management
Kansas
$456K -$11.1K -269 -2%
LWL
719
Leo Wealth LLC
Texas
$453K -$1.41K -34 -0.3%
KAS
720
KPP Advisory Services
Kentucky
$451K +$39.5K +954 +10%
BC
721
Burney Company
Virginia
$449K – – –
MSFS
722
Main Street Financial Solutions
Pennsylvania
$446K -$14.2K -342 -3%
PWM
723
Perigon Wealth Management
California
$440K +$19.4K +467 +5%
EAM
724
Evanson Asset Management
California
$438K – – –
WIM
725
WealthPlan Investment Management
Nebraska
$437K – – –
27 28
29
30 31