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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
826
Premier Path Wealth Partners
New Jersey
$280K -$94.1K -2,455 -26%
RIA
827
Retirement Investment Advisors
Oklahoma
$280K – – –
BI
828
Ballast Inc
Kentucky
$279K -$14.6K -381 -5%
SSWM
829
Smith Salley Wealth Management
North Carolina
$279K – – –
CCA
830
Checchi Capital Advisers
California
$278K – – –
CFP
831
Catalyst Financial Partners
Massachusetts
$278K – – –
FWM
832
FSA Wealth Management
Massachusetts
$278K -$6.29K -164 -2%
YIM
833
Yoffe Investment Management
Pennsylvania
$277K – – –
MG
834
Mather Group
Illinois
$277K -$5.29K -138 -2%
AC
835
Anson Capital
Georgia
$276K -$64.1K -1,673 -20%
KFS
836
Kelly Financial Services
Massachusetts
$274K -$365K -9,515 -58%
BAAM
837
Baker Avenue Asset Management
California
$274K – – –
SI
838
Shaker Investments
Ohio
$272K +$258K +6,723 New
LWM
839
Lodestone Wealth Management
Washington
$272K – – –
HWA
840
HMV Wealth Advisors
Louisiana
$271K +$257K +6,705 New
KWMG
841
King Wealth Management Group
Florida
$270K -$2.88K -75 -1%
SA
842
Sovran Advisors
California
$267K -$65.7K -1,713 -21%
TCA
843
Transcend Capital Advisors
New Jersey
$266K +$2.38K +62 +1%
QCG
844
Quadrant Capital Group
Ohio
$266K +$6.21K +162 +3%
DADC
845
D.A. Davidson & Co
Montana
$264K -$17.2K -449 -6%
CT
846
Clearstead Trust
Maine
$261K +$247K +6,442 New
KF
847
K2 Financial
California
$260K +$11K +287 +5%
BI
848
Binnacle Investments
Iowa
$260K +$575 +15 +0.2%
PWM
849
Peterson Wealth Management
Nevada
$258K – – –
AAS
850
Ameritas Advisory Services
Nebraska
$258K -$112K -2,924 -31%
32 33
34
35 36