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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
826
Apollon Financial
South Carolina
$302K +$3.07K +74 +1%
MF
827
Meridian Financial
Massachusetts
$300K +$28.8K +694 +11%
EI
828
Ellevest Inc
New York
$300K – – –
GC
829
Gibson Capital
Pennsylvania
$300K – – –
FWM
830
Fortress Wealth Management
California
$300K -$20.3K -490 -7%
MC
831
Moors & Cabot
Massachusetts
$300K – – –
SIM
832
Synergy Investment Management
Florida
$299K -$57.1K -1,377 -16%
SW
833
SlateStone Wealth
Florida
$297K +$1.24K +30 +0.4%
NPI
834
New Perspectives Inc
Mississippi
$297K -$414 -10 -0.1%
PPWP
835
Premier Path Wealth Partners
New Jersey
$296K – – –
RIA
836
Retirement Investment Advisors
Oklahoma
$295K – – –
SI
837
Shaker Investments
Ohio
$295K +$7.17K +173 +3%
SSWM
838
Smith Salley Wealth Management
North Carolina
$294K – – –
MGW
839
MB Generational Wealth
Washington
$294K +$285K +6,875 New
CCA
840
Checchi Capital Advisers
California
$294K – – –
AC
841
Anson Capital
Georgia
$293K +$1.16K +28 +0.4%
YIM
842
Yoffe Investment Management
Pennsylvania
$293K – – –
JIC
843
Johnson Investment Counsel
Ohio
$292K +$47.1K +1,137 +20%
LW
844
Linscomb Wealth
Texas
$291K -$6.3K -152 -2%
BLFG
845
Brian Low Financial Group
Louisiana
$291K +$34.4K +830 +14%
WANY
846
Wealthspire Advisors (New York)
New York
$290K +$51.6K +1,246 +23%
CAI
847
Capital Advisors Inc
Oklahoma
$290K +$281K +6,779 New
BAAM
848
Baker Avenue Asset Management
California
$290K – – –
FWM
849
FSA Wealth Management
Massachusetts
$288K -$5.22K -126 -2%
JCM
850
J2 Capital Management
Michigan
$288K +$279K +6,727 New
32 33
34
35 36