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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
751
Advance Capital Management
Michigan
$530K -$71.6K -1,638 -12%
APP
752
Avantax Planning Partners
Iowa
$527K – – –
IFPG
753
Intrepid Financial Planning Group
Indiana
$523K -$2.4K -55 -0.5%
OSNBOA
754
Old Second National Bank of Aurora
Illinois
$522K +$1.53K +35 +0.3%
SW
755
SteelPeak Wealth
California
$522K +$6.03K +138 +1%
OBWG
756
Onyx Bridge Wealth Group
New York
$517K -$28.8K -658 -5%
CRC
757
Curi RMB Capital
Illinois
$508K +$292K +6,687 +141%
JWCA
758
J.W. Cole Advisors
Florida
$503K +$198K +4,533 +26%
HCMG
759
Howard Capital Management Group
California
$497K – – –
LCC
760
Lincoln Capital Corp
Rhode Island
$495K – – –
MWM
761
Maripau Wealth Management
Indiana
$495K +$169K +3,878 +54%
AWA
762
Acorn Wealth Advisors
Michigan
$493K -$37.8K -865 -7%
CAS
763
Coppell Advisory Solutions
Texas
$492K -$1.26M -28,810 -72%
RPGK
764
Retirement Planning Group (Kansas)
Kansas
$492K +$13.6K +311 +3%
IIC
765
Integrated Investment Consultants
Michigan
$490K – – –
SHWA
766
Safe Harbor Wealth Advisors
Ohio
$490K +$440K +10,074 New
DFA
767
Delta Financial Advisors
Louisiana
$489K +$482K +11,020 New
OWA
768
OakTrust Wealth Advisors
Connecticut
$489K +$481K +11,000 New
KAS
769
KPP Advisory Services
Kentucky
$483K +$14.2K +325 +3%
RFG
770
REAP Financial Group
Texas
$480K +$2.62K +60 +0.6%
LWL
771
Leo Wealth LLC
Texas
$476K +$5.55K +127 +1%
EWM
772
Evolution Wealth Management
Florida
$476K +$289K +6,617 +161%
AIFAIM
773
American Institute for Advanced Investment Management
Arizona
$476K -$33.6K -769 -7%
SMC
774
Smith, Moore & Co
Missouri
$475K – – –
PWM
775
Partners Wealth Management
California
$473K -$2.71K -62 -0.6%
29 30
31
32 33