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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
776
Wealthcare Capital Management
Virginia
$265K +$278K +7,774 New
HPC
777
HM Payson & Co
Maine
$265K – – –
CCWM
778
Cassaday & Co Wealth Management
Virginia
$262K -$21.1K -588 -7%
MCM
779
M1 Capital Management
Michigan
$260K +$272K +7,608 New
FWM
780
Forza Wealth Management
Florida
$258K – – –
PFA
781
Portland Financial Advisors
New York
$257K +$270K +7,540 New
WANY
782
Wealthspire Advisors (New York)
New York
$257K +$69.6K +1,944 +35%
LNWWM
783
Laird Norton Wetherby Wealth Management
California
$256K – – –
FWM
784
Fortress Wealth Management
California
$256K – – –
OFP
785
OLIO Financial Planning
Virginia
$254K -$14.5K -404 -5%
KWM
786
Keebeck Wealth Management
Illinois
$253K +$266K +7,422 New
MC
787
Moors & Cabot
Massachusetts
$253K +$266K +7,419 New
MBFW
788
Morton Brown Family Wealth
Pennsylvania
$253K +$265K +7,407 New
LW
789
Linscomb Wealth
Texas
$250K +$2.97K +83 +1%
CA
790
Claro Advisors
Massachusetts
$249K +$4.55K +127 +2%
MPW
791
MA Private Wealth
California
$247K – – –
WA
792
Wealth Architects
California
$245K – – –
BCG
793
Bravias Capital Group
New Jersey
$244K +$246K +6,860 New
MSFS
794
Main Street Financial Solutions
Pennsylvania
$244K -$149K -4,148 -37%
RW
795
REDW Wealth
New Mexico
$244K -$35.3K -987 -12%
MWM
796
Mission Wealth Management
California
$242K – – –
BI
797
Ballast Inc
Kentucky
$242K +$9.2K +257 +4%
C1AG
798
Client 1st Advisory Group
Florida
$241K – – –
FWM
799
FSA Wealth Management
Massachusetts
$240K +$18.2K +508 +8%
EI
800
Ellevest Inc
New York
$239K – – –
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