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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Claro Advisors
Massachusetts
$664K +$166K +3,351 +34%
CFP
752
Cypress Financial Planning
New Jersey
$659K -$14.5K -293 -2%
FCM
753
Fell Capital Management
California
$657K +$71.7K +1,447 +12%
SFP
754
Shepherd Financial Partners
Massachusetts
$655K – – –
EF
755
Evanson Financial
Virginia
$655K +$644K +12,997 New
AWG
756
Altus Wealth Group
Colorado
$654K +$1.19K +24 +0.2%
AFAS
757
Acorn Financial Advisory Services
Virginia
$651K -$65.1K -1,314 -9%
CHIA
758
Copper Harbor Investment Advisors
Wisconsin
$650K +$639K +12,890 New
NHC
759
Nicholas Hoffman & Company
Georgia
$648K -$2.43K -49 -0.4%
FLI
760
Family Legacy Inc
South Carolina
$646K – – –
BFG
761
Bleakley Financial Group
New Jersey
$643K +$62.6K +1,262 +11%
CFG
762
Cassilly Financial Group
Maryland
$643K +$183K +3,694 +41%
SW
763
SteelPeak Wealth
California
$643K +$8.68K +175 +1%
LF
764
Lantz Financial
Illinois
$642K -$50 -1 -0%
GSWM
765
Golden State Wealth Management
California
$640K -$554K -11,186 -47%
QFPS
766
Quantum Financial Planning Services
Washington
$640K -$1.04K -21 -0.2%
UB
767
UMB Bank
Missouri
$639K +$80.1K +1,615 +15%
RI
768
Ruggiero Investments
Florida
$630K -$876K -17,666 -59%
BWP
769
Balboa Wealth Partners
Arizona
$629K -$740K -14,920 -54%
RLWM
770
RF&L Wealth Management
Massachusetts
$629K -$13.9K -280 -2%
IPW
771
Impact Partnership Wealth
Georgia
$624K +$165K +3,336 +37%
TC
772
TownSquare Capital
Utah
$621K +$611K +12,329 New
BFG
773
Berger Financial Group
Minnesota
$618K -$22.9K -461 -4%
MWM
774
Mission Wealth Management
California
$617K +$220K +4,439 +57%
TWIM
775
TIAA Wealth Investment Management
New York
$615K +$291K +5,868 +92%
29 30
31
32 33