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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
751
Gerber Kawasaki Wealth & Investment Management
California
$241K -$3.46K -96 -1%
PWM
752
Penobscot Wealth Management
Maine
$240K +$231K +6,397 New
NPI
753
New Perspectives Inc
Mississippi
$239K – – –
PWM
754
Peterson Wealth Management
Nevada
$239K – – –
CS
755
Cannell & Spears
New York
$238K – – –
MCM
756
MAI Capital Management
Ohio
$237K – – –
OAS
757
Optivise Advisory Services
Tennessee
$236K -$9.71K -269 -4%
FF
758
Financial Futures
New Jersey
$229K -$18.8K -520 -8%
IBOK
759
Independence Bank of Kentucky
Kentucky
$229K – – –
HSG
760
Helen Stephens Group
Texas
$223K -$9.89K -274 -4%
AP
761
Americana Partners
Texas
$223K – – –
TFP
762
Traction Financial Partners
Wyoming
$221K -$37.3K -1,032 -15%
EMAM
763
Encompass More Asset Management
California
$219K -$33.1K -918 -14%
VHAM
764
Van Hulzen Asset Management
California
$218K +$210K +5,817 New
WFM
765
Wolff Financial Management
Michigan
$217K – – –
CA
766
Cambridge Advisors
Nebraska
$216K – – –
CIC
767
Cutler Investment Counsel
Oregon
$215K -$3.9K -108 -2%
FWP
768
Firethorn Wealth Partners
Georgia
$215K -$124K -3,439 -38%
VPWA
769
Vestia Personal Wealth Advisors
Indiana
$214K +$206K +5,694 New
RI
770
Ridgewood Investments
New Jersey
$213K +$156K +4,334 +324%
CIAS
771
Capital Investment Advisory Services
North Carolina
$213K +$1.91K +53 +0.9%
OC
772
Oarsman Capital
Wisconsin
$211K +$203K +5,630 New
TP
773
Tranquility Partners
Tennessee
$211K -$73.7K -2,042 -27%
WANY
774
Wealthspire Advisors (New York)
New York
$210K +$202K +5,592 New
CB
775
Commerce Bank
Missouri
$207K +$199K +5,509 New
29 30
31
32 33