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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
OWCM
776
One Wealth Capital Management
Arizona
$285K -$967K -26,762 -77%
HPC
777
HM Payson & Co
Maine
$283K – – –
DE
778
Diversified Enterprises
Delaware
$281K +$279K +7,715 New
CCWM
779
Cassaday & Co Wealth Management
Virginia
$279K – – –
UAG
780
United Advisor Group
Ohio
$276K +$274K +7,589 New
FWM
781
Forza Wealth Management
Florida
$275K – – –
FZCM
782
Flynn Zito Capital Management
New York
$273K -$105K -2,902 -28%
FWM
783
Fortress Wealth Management
California
$273K – – –
AIA
784
AssuredPartners Investment Advisors
Florida
$272K -$23.5K -649 -8%
KFSC
785
Keystone Financial Services (Colorado)
Colorado
$270K +$268K +7,423 New
KWM
786
Keebeck Wealth Management
Illinois
$270K – – –
LW
787
Linscomb Wealth
Texas
$266K – – –
MFG
788
Mission Financial Group
Nevada
$266K +$211K +5,828 New
CA
789
Claro Advisors
Massachusetts
$265K -$795 -22 -0.3%
BI
790
Ballast Inc
Kentucky
$264K +$6.29K +174 +2%
MPW
791
MA Private Wealth
California
$264K – – –
WA
792
Wealth Architects
California
$262K – – –
EWA
793
EverSource Wealth Advisors
Alabama
$261K +$241K +6,673 +1,356%
RW
794
REDW Wealth
New Mexico
$261K – – –
VWWMG
795
Vermillion & White Wealth Management Group
Pennsylvania
$260K -$4.88M -135,050 -95%
AF
796
Apollon Financial
South Carolina
$259K +$257K +7,102 New
MWM
797
Mission Wealth Management
California
$258K – – –
C1AG
798
Client 1st Advisory Group
Florida
$257K – – –
FWM
799
FSA Wealth Management
Massachusetts
$256K -$108 -3 -0%
GC
800
Gibson Capital
Pennsylvania
$255K +$253K +7,002 New
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