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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
901
Warren Street Wealth Advisors
California
$307K -$224K -5,136 -43%
SSWM
902
Smith Salley Wealth Management
North Carolina
$306K – – –
CCA
903
Checchi Capital Advisers
California
$305K – – –
YIM
904
Yoffe Investment Management
Pennsylvania
$304K – – –
SIA
905
Soltis Investment Advisors
Utah
$303K -$35.6K -815 -11%
AC
906
Anson Capital
Georgia
$303K -$1.27K -29 -0.4%
LW
907
Linscomb Wealth
Texas
$302K – – –
WEG
908
World Equity Group
Illinois
$302K +$17.3K +397 +6%
BAAM
909
Baker Avenue Asset Management
California
$301K – – –
PWM
910
Parkway Wealth Management
Texas
$300K +$295K +6,754 New
TSW
911
Three Seasons Wealth
Utah
$299K +$18.3K +418 +7%
PEWA
912
Pacific Excel Wealth Advisors
California
$299K +$290K +6,638 New
HWA
913
HMV Wealth Advisors
Louisiana
$298K – – –
ACM
914
Armbruster Capital Management
New York
$297K +$37.6K +860 +15%
LWM
915
Lodestone Wealth Management
Washington
$297K – – –
IA
916
IFG Advisory
Georgia
$294K -$328K -7,511 -53%
MGW
917
MB Generational Wealth
Washington
$293K -$11.9K -272 -4%
LB
918
Legacy Bridge
Iowa
$292K – – –
KF
919
K2 Financial
California
$292K -$3.15K -72 -1%
HIP
920
HUB Investment Partners
Texas
$292K +$350 +8 +0.1%
QCG
921
Quadrant Capital Group
Ohio
$291K – – –
TFP
922
Traction Financial Partners
Wyoming
$291K +$13.5K +310 +5%
PWM
923
Peterson Wealth Management
Nevada
$288K +$4.98K +114 +2%
MFP
924
Meramec Financial Planners
Missouri
$288K +$263K +6,015 New
MAM
925
MMA Asset Management
Pennsylvania
$286K +$262K +5,998 +1,348%
35 36
37
38 39