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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
851
Shaker Investments
Ohio
$361K +$53.8K +1,232 +18%
PFA
852
Providence Financial Advisors
Kansas
$360K +$350 +8 +0.1%
VFA
853
Valeo Financial Advisors
Indiana
$359K – – –
T
854
Transce3nd
Texas
$358K -$124K -2,840 -27%
VH
855
Visionary Horizons
Tennessee
$356K +$113K +2,578 +47%
MWM
856
Mission Wealth Management
California
$356K – – –
LCM
857
Liberty Capital Management
Michigan
$356K – – –
ATC
858
Argent Trust Co
Tennessee
$354K -$19K -435 -5%
SWM
859
SFG Wealth Management
Maryland
$352K +$6.95K +159 +2%
IAS
860
Integrity Advisory Solutions
Texas
$352K -$28.4K -651 -8%
OFP
861
OLIO Financial Planning
Virginia
$346K +$1K +23 +0.3%
HPC
862
HM Payson & Co
Maine
$345K – – –
CG
863
Caprock Group
Idaho
$344K +$339K +7,756 New
MCM
864
M1 Capital Management
Michigan
$343K +$8.96K +205 +3%
FPI
865
Financial Plan Inc
Washington
$342K +$337K +7,702 New
CCWM
866
Cassaday & Co Wealth Management
Virginia
$340K – – –
LI
867
LVZ Inc
Michigan
$339K +$334K +7,644 New
CRI
868
Colonial River Investments
Virginia
$339K -$92.7K -2,121 -22%
RWP
869
Ridgeline Wealth Planning
Ohio
$338K -$178K -4,080 -35%
AL
870
Aspiriant LLC
California
$338K +$332K +7,604 New
MF
871
Meridian Financial
Massachusetts
$337K +$24.5K +560 +8%
FWM
872
Forza Wealth Management
Florida
$335K – – –
JCM
873
J2 Capital Management
Michigan
$333K +$34K +779 +12%
BWS
874
Buck Wealth Strategies
Colorado
$331K -$29K -663 -8%
FWMP
875
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$331K -$260K -5,944 -44%
33 34
35
36 37