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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
751
Catalyst Financial Partners
Massachusetts
$605K +$143K +3,043 +30%
LWL
752
Leo Wealth LLC
Texas
$596K +$109K +2,333 +22%
SFP
753
Shepherd Financial Partners
Massachusetts
$593K – – –
EAM
754
Evanson Asset Management
California
$593K +$130K +2,762 +27%
GHI
755
Gross & Hartman Investments
Pennsylvania
$591K -$90.1K -1,921 -13%
AWG
756
Altus Wealth Group
Colorado
$591K -$3.8K -81 -0.6%
NHC
757
Nicholas Hoffman & Company
Georgia
$589K +$2.3K +49 +0.4%
RWPA
758
Richard W. Paul & Associates
Michigan
$587K -$59.1K -1,260 -9%
FLI
759
Family Legacy Inc
South Carolina
$585K -$15.3K -326 -2%
RLWM
760
RF&L Wealth Management
Massachusetts
$582K -$19.6K -417 -3%
LF
761
Lantz Financial
Illinois
$582K -$21K -448 -3%
BFG
762
Berger Financial Group
Minnesota
$581K -$127K -2,708 -18%
QFPS
763
Quantum Financial Planning Services
Washington
$580K – – –
SW
764
SteelPeak Wealth
California
$575K +$39.2K +835 +7%
MFWP
765
Mosaic Family Wealth Partners
Missouri
$568K -$39.1K -833 -6%
BS
766
Banco Santander
Spain
$567K +$17.9K +381 +3%
AWA
767
Acorn Wealth Advisors
Michigan
$556K +$50.2K +1,070 +10%
SAM
768
Sequent Asset Management
Texas
$554K – – –
TCA
769
Transcend Capital Advisors
New Jersey
$552K +$283K +6,026 +99%
SIA
770
Strategic Investment Advisors
Michigan
$551K -$29K -617 -5%
OWCM
771
One Wealth Capital Management
Arizona
$550K +$66.8K +1,423 +14%
EI
772
Ellevest Inc
New York
$547K -$73.4K -1,565 -12%
KCPG
773
Kavar Capital Partners Group
Kansas
$547K – – –
OSNBOA
774
Old Second National Bank of Aurora
Illinois
$546K +$9.62K +205 +2%
GFP
775
Gryphon Financial Partners
Ohio
$542K +$557K +11,881 New
29 30
31
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