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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
801
Guardian Asset Advisors
Pennsylvania
$561K +$552K +11,138 New
SCFS
802
Stewardship Concepts Financial Services
Washington
$561K +$54.9K +1,107 +11%
KAS
803
KPP Advisory Services
Kentucky
$558K +$17.4K +350 +3%
CCMG
804
Clark Capital Management Group
Pennsylvania
$558K -$2.48K -50 -0.4%
DFA
805
Delta Financial Advisors
Louisiana
$555K – – –
4A
806
4Wealth Advisors
Illinois
$554K +$13.7K +276 +3%
SMC
807
Smith, Moore & Co
Missouri
$552K +$2.97K +60 +0.6%
CFP
808
Catalyst Financial Partners
Massachusetts
$550K -$116K -2,343 -18%
TCA
809
Transcend Capital Advisors
New Jersey
$544K -$64.5K -1,302 -11%
ACM
810
Advance Capital Management
Michigan
$540K +$31.8K +642 +6%
SPW
811
Stillwater Private Wealth
Pennsylvania
$535K +$511K +10,315 New
PFA
812
Portland Financial Advisors
New York
$533K +$23.9K +482 +5%
OBWG
813
Onyx Bridge Wealth Group
New York
$525K -$31.1K -627 -6%
ADL
814
Asset Dedication LLC
California
$522K +$4.31K +87 +0.8%
BCG
815
Bravias Capital Group
New Jersey
$518K +$3.52K +71 +0.7%
PWP
816
Prasad Wealth Partners
Ohio
$512K +$7.14K +144 +1%
DE
817
Diversified Enterprises
Delaware
$512K -$198 -4 -0%
XT
818
XTX Topco
Cayman Islands
$512K +$504K +10,166 New
LI
819
LVZ Inc
Michigan
$510K – – –
MHC
820
May Hill Capital
Massachusetts
$509K +$500K +10,096 New
SM
821
Sensible Money
Arizona
$504K +$7.09K +143 +1%
CTC
822
Central Trust Company
Missouri
$499K +$50.5K +1,019 +11%
OFA
823
Orographic Financial Advisors
Colorado
$496K -$4.71K -95 -1%
MCM
824
M1 Capital Management
Michigan
$493K +$67.8K +1,368 +16%
MSFS
825
Main Street Financial Solutions
Pennsylvania
$492K +$5.4K +109 +1%
31 32
33
34 35