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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
751
Madden Advisory Services
Florida
$315K -$10K -278 -3%
AIFAIM
752
American Institute for Advanced Investment Management
Arizona
$313K +$17.1K +472 +6%
ATC
753
Argent Trust Co
Tennessee
$313K -$5.06K -140 -2%
AC
754
Anson Capital
Georgia
$310K -$48.1K -1,332 -14%
PFA
755
Portland Financial Advisors
New York
$309K +$34K +940 +12%
NGA
756
Naples Global Advisors
Florida
$308K -$14.5K -400 -5%
OBWG
757
Onyx Bridge Wealth Group
New York
$307K +$2.6K +72 +0.9%
CI
758
CX Institutional
Indiana
$304K -$151K -4,185 -33%
CP
759
Castleview Partners
Texas
$304K -$4.3K -119 -1%
FAM
760
Formidable Asset Management
Ohio
$303K -$4.41K -122 -1%
WANY
761
Wealthspire Advisors (New York)
New York
$303K +$28.3K +784 +10%
SA
762
Sovran Advisors
California
$302K -$2.17K -60 -0.7%
FSG
763
Financial Strategies Group
Michigan
$300K -$51.2K -1,418 -15%
LA
764
Latitude Advisors
Florida
$300K -$38.9K -1,076 -12%
EI
765
Ellevest Inc
New York
$298K +$42K +1,163 +17%
CFIA
766
Cantor Fitzgerald Investment Advisors
New York
$298K -$67K -1,854 -18%
WQ
767
Wealth Quarterback
New Jersey
$293K -$19.1K -528 -6%
MCM
768
M1 Capital Management
Michigan
$292K +$15.3K +422 +6%
LCM
769
Liberty Capital Management
Michigan
$292K – – –
OFP
770
OLIO Financial Planning
Virginia
$291K +$19.6K +542 +7%
SWM
771
SFG Wealth Management
Maryland
$289K -$36.6K -1,013 -11%
NCM
772
Northwest Capital Management
Oregon
$289K +$5.89K +163 +2%
WAM
773
WNY Asset Management
New York
$289K – – –
SAMC
774
Spectrum Asset Management (California)
California
$288K – – –
AIA
775
Allied Investment Advisors
Montana
$288K +$286K +7,916 New
29 30
31
32 33