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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
726
Wealth Architects
California
$270K – – –
CA
727
Claro Advisors
Massachusetts
$269K -$1.77K -49 -0.7%
CCG
728
Capital CS Group
California
$268K +$3.5K +97 +1%
OFP
729
OLIO Financial Planning
Virginia
$267K – – –
MWM
730
Mission Wealth Management
California
$266K – – –
C1AG
731
Client 1st Advisory Group
Florida
$265K – – –
HKIMG
732
Hutchens & Kramer Investment Management Group
Indiana
$265K -$22.7K -629 -8%
EI
733
Ellevest Inc
New York
$263K – – –
CIA
734
Cape Investment Advisory
Georgia
$262K -$36.4K -1,008 -13%
SSWM
735
Smith Salley Wealth Management
North Carolina
$258K – – –
BFA
736
Beacon Financial Advisory
Ohio
$258K -$46.1K -1,277 -16%
CCA
737
Checchi Capital Advisers
California
$258K – – –
BI
738
Ballast Inc
Kentucky
$257K +$13.6K +376 +6%
TIAM2
739
Tru Independence Asset Management 2
Oregon
$256K +$246K +6,814 New
USCWA
740
U.S. Capital Wealth Advisors
Texas
$255K -$2.46K -68 -1%
PFPT
741
Pinnacle Financial Partners (Tennessee)
Tennessee
$255K +$1.52K +42 +0.6%
AIFAIM
742
American Institute for Advanced Investment Management
Arizona
$253K – – –
JIC
743
Johnson Investment Counsel
Ohio
$252K -$2.6K -72 -1%
LWM
744
Lodestone Wealth Management
Washington
$252K -$44.6K -1,235 -16%
HIP
745
HUB Investment Partners
Texas
$251K -$4.12K -114 -2%
GIA
746
GHP Investment Advisors
Colorado
$250K -$225K -6,221 -48%
FIM
747
Fernwood Investment Management
Massachusetts
$245K -$182K -5,050 -44%
FWM
748
FSA Wealth Management
Massachusetts
$245K +$235K +6,514 New
FFN
749
Focus Financial Network
Minnesota
$245K – – –
TCM
750
Telos Capital Management
California
$242K -$8.41K -233 -3%
28 29
30
31 32