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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
751
Stock Yards Bank & Trust
Kentucky
$670K -$85.4K -1,723 -11%
BAM
752
Belleair Asset Management
Florida
$670K – – –
CA
753
Claro Advisors
Massachusetts
$664K +$166K +3,351 +34%
CFP
754
Cypress Financial Planning
New Jersey
$659K -$14.5K -293 -2%
FCM
755
Fell Capital Management
California
$657K +$71.7K +1,447 +12%
SFP
756
Shepherd Financial Partners
Massachusetts
$655K – – –
EF
757
Evanson Financial
Virginia
$655K +$644K +12,997 New
AWG
758
Altus Wealth Group
Colorado
$654K +$1.19K +24 +0.2%
AFAS
759
Acorn Financial Advisory Services
Virginia
$651K -$65.1K -1,314 -9%
CHIA
760
Copper Harbor Investment Advisors
Wisconsin
$650K +$639K +12,890 New
NHC
761
Nicholas Hoffman & Company
Georgia
$648K -$2.43K -49 -0.4%
FLI
762
Family Legacy Inc
South Carolina
$646K – – –
BFG
763
Bleakley Financial Group
New Jersey
$643K +$62.6K +1,262 +11%
CFG
764
Cassilly Financial Group
Maryland
$643K +$183K +3,694 +41%
SW
765
SteelPeak Wealth
California
$643K +$8.68K +175 +1%
LF
766
Lantz Financial
Illinois
$642K -$50 -1 -0%
GSWM
767
Golden State Wealth Management
California
$640K -$554K -11,186 -47%
QFPS
768
Quantum Financial Planning Services
Washington
$640K -$1.04K -21 -0.2%
UB
769
UMB Bank
Missouri
$639K +$80.1K +1,615 +15%
RI
770
Ruggiero Investments
Florida
$630K -$876K -17,666 -59%
BWP
771
Balboa Wealth Partners
Arizona
$629K -$740K -14,920 -54%
RLWM
772
RF&L Wealth Management
Massachusetts
$629K -$13.9K -280 -2%
IPW
773
Impact Partnership Wealth
Georgia
$624K +$165K +3,336 +37%
TC
774
TownSquare Capital
Utah
$621K +$611K +12,329 New
BFG
775
Berger Financial Group
Minnesota
$618K -$22.9K -461 -4%
29 30
31
32 33