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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
OWCM
851
One Wealth Capital Management
Arizona
$288K +$42.5K +1,026 +18%
HWA
852
HMV Wealth Advisors
Louisiana
$287K – – –
LWM
853
Lodestone Wealth Management
Washington
$286K -$1.08K -26 -0.4%
CFP
854
Catalyst Financial Partners
Massachusetts
$285K -$8K -193 -3%
KWMG
855
King Wealth Management Group
Florida
$285K – – –
MG
856
Mather Group
Illinois
$284K -$8.12K -196 -3%
LB
857
Legacy Bridge
Iowa
$282K +$273K +6,585 New
TCA
858
Transcend Capital Advisors
New Jersey
$282K +$995 +24 +0.4%
QCG
859
Quadrant Capital Group
Ohio
$281K – – –
HIP
860
HUB Investment Partners
Texas
$281K +$17.3K +418 +7%
KF
861
K2 Financial
California
$277K -$580 -14 -0.2%
CIAS
862
Capital Investment Advisory Services
North Carolina
$277K +$38.3K +924 +17%
BI
863
Binnacle Investments
Iowa
$275K – – –
WEG
864
World Equity Group
Illinois
$274K +$265K +6,407 New
PWM
865
Peterson Wealth Management
Nevada
$273K – – –
IWA
866
IVC Wealth Advisors
Pennsylvania
$273K -$126K -3,049 -32%
EAM
867
Empirical Asset Management
Massachusetts
$271K +$56.1K +1,353 +27%
CS
868
Cannell & Spears
New York
$271K – – –
TSW
869
Three Seasons Wealth
Utah
$271K +$262K +6,323 New
TFP
870
Traction Financial Partners
Wyoming
$267K +$19.2K +463 +8%
XT
871
XTX Topco
Cayman Islands
$266K -$224K -5,406 -46%
DADC
872
D.A. Davidson & Co
Montana
$263K -$15.9K -384 -6%
OPWM
873
Oakwell Private Wealth Management
Texas
$262K – – –
LWM
874
Level Wealth Management
North Carolina
$261K -$315K -7,594 -55%
IBOK
875
Independence Bank of Kentucky
Kentucky
$261K – – –
33 34
35
36 37