SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
876
Journey Retirement Planning & Investment Management
Idaho
$360K -$1.13M -24,124 -75%
CCFM
877
Clear Creek Financial Management
Washington
$357K -$2.13M -45,331 -85%
MWM
878
Mission Wealth Management
California
$356K -$10.1K -215 -3%
OFP
879
OLIO Financial Planning
Virginia
$355K – – –
AWM
880
Accel Wealth Management
Iowa
$355K -$17.6K -375 -5%
HPC
881
HM Payson & Co
Maine
$354K – – –
JCM
882
J2 Capital Management
Michigan
$354K +$12K +255 +3%
TSW
883
Three Seasons Wealth
Utah
$351K +$44.5K +949 +14%
CCWM
884
Cassaday & Co Wealth Management
Virginia
$350K – – –
IAS
885
Integrity Advisory Solutions
Texas
$348K -$14.3K -304 -4%
WAM
886
WNY Asset Management
New York
$348K +$357K +7,617 New
AL
887
Aspiriant LLC
California
$347K – – –
MF
888
Meridian Financial
Massachusetts
$346K – – –
OPWM
889
Oakwell Private Wealth Management
Texas
$345K +$66.9K +1,426 +23%
FWM
890
Forza Wealth Management
Florida
$344K – – –
MBFW
891
Morton Brown Family Wealth
Pennsylvania
$341K +$9.95K +212 +3%
FWMP
892
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$341K – – –
HWM
893
HB Wealth Management
Georgia
$340K +$10.6K +226 +3%
FPI
894
Financial Plan Inc
Washington
$339K -$12.4K -265 -3%
KWM
895
Keebeck Wealth Management
Illinois
$339K – – –
FFN
896
Focus Financial Network
Minnesota
$338K -$62.3K -1,328 -15%
ATC
897
Argent Trust Co
Tennessee
$338K -$26.3K -560 -7%
AIA
898
AssuredPartners Investment Advisors
Florida
$336K +$339K +7,235 New
MFA
899
Mayflower Financial Advisors
Massachusetts
$334K +$57K +1,214 +20%
GKWIM
900
Gerber Kawasaki Wealth & Investment Management
California
$334K -$62.9K -1,341 -16%
34 35
36
37 38