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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
901
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$376K – – –
KWM
902
Keebeck Wealth Management
Illinois
$374K – – –
OC
903
Oppenheimer & Co
New York
$373K +$93.9K +1,894 +34%
ATC
904
Argent Trust Co
Tennessee
$370K -$2.97K -60 -0.8%
PFG
905
Prosperity Financial Group
California
$368K +$104K +2,094 +40%
MPW
906
MA Private Wealth
California
$365K – – –
BAAM
907
Baker Avenue Asset Management
California
$361K – – –
RW
908
REDW Wealth
New Mexico
$361K – – –
WB
909
WesBanco Bank
West Virginia
$359K +$353K +7,128 New
HWM
910
HBE Wealth Management
Nebraska
$358K – – –
AWM
911
Accurate Wealth Management
Florida
$358K +$20.9K +421 +6%
FPI
912
Financial Plan Inc
Washington
$355K -$19.3K -390 -5%
DADC
913
D.A. Davidson & Co
Montana
$353K +$20.5K +413 +6%
GC
914
Gibson Capital
Pennsylvania
$353K – – –
ACM
915
Armbruster Capital Management
New York
$353K +$5.3K +107 +2%
QCG
916
Quadrant Capital Group
Ohio
$351K – – –
IWP
917
Innova Wealth Partners
Pennsylvania
$350K +$5.35K +108 +2%
CCA
918
Checchi Capital Advisers
California
$350K +$3.82K +77 +1%
CT
919
Colonial Trust
South Carolina
$350K -$657K -13,250 -66%
WSWA
920
Warren Street Wealth Advisors
California
$350K +$991 +20 +0.3%
RAM
921
Revere Asset Management
Texas
$350K – – –
BL
922
Balentine LLC
Georgia
$348K -$590K -11,909 -63%
JCM
923
J2 Capital Management
Michigan
$347K -$42.9K -866 -11%
SSWM
924
Smith Salley Wealth Management
North Carolina
$347K – – –
NA
925
Nottingham Advisors
New York
$346K +$49.6K +1,000 +17%
35 36
37
38 39