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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
901
AssuredPartners Investment Advisors
Florida
$232K -$1.24K -30 -0.6%
CFB
902
Cullen/Frost Bankers
Texas
$230K +$223K +5,384 New
SIAS
903
Summit Investment Advisory Services
Minnesota
$228K +$11.7K +283 +6%
PVI
904
Pine Valley Investments
New Jersey
$226K -$1.86K -45 -0.8%
NA
905
Nottingham Advisors
New York
$226K – – –
JFG
906
JMG Financial Group
Illinois
$226K – – –
PPWM
907
Perissos Private Wealth Management
Oklahoma
$224K -$4.64M -111,976 -96%
SA
908
Sovran Advisors
California
$224K -$60.7K -1,464 -22%
PSCM
909
Per Stirling Capital Management
Texas
$223K – – –
NB
910
Nicolet Bankshares
Wisconsin
$222K – – –
CP
911
Castleview Partners
Texas
$221K +$214K +5,175 New
PWP
912
Perfromance Wealth Partners
Illinois
$219K -$103K -2,476 -33%
QCM
913
QRG Capital Management
Illinois
$219K -$39.8K -960 -16%
ME
914
McIlrath & Eck
Washington
$218K – – –
DCM
915
DGS Capital Management
New Jersey
$217K -$207 -5 -0.1%
RCM
916
Richardson Capital Management
Wisconsin
$217K -$204K -4,929 -49%
MSF
917
Mustard Seed Financial
Arkansas
$216K -$11.4K -276 -5%
4WM
918
49 Wealth Management
Texas
$215K +$209K +5,035 New
FFG
919
Fortress Financial Group
Minnesota
$215K +$208K +5,027 New
RFW
920
Rainier Family Wealth
Washington
$214K – – –
LWMI
921
Legacy Wealth Management (Idaho)
Idaho
$212K -$5.22K -126 -2%
FF
922
Financial Futures
New Jersey
$212K – – –
AP
923
Americana Partners
Texas
$211K +$204K +4,935 New
LWM
924
Liberty Wealth Management
California
$211K +$204K +4,920 New
RWM
925
Rialto Wealth Management
New York
$209K +$332 +8 +0.2%
35 36
37
38 39