SPDW icon

State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
926
Yoffe Investment Management
Pennsylvania
$312K – – –
KF
927
K2 Financial
California
$307K -$5.07K -108 -2%
EAM
928
Empirical Asset Management
Massachusetts
$307K +$17.8K +380 +6%
AC
929
Anson Capital
Georgia
$307K -$5.07K -108 -2%
LWM
930
Lodestone Wealth Management
Washington
$306K +$1.46K +31 +0.5%
HWA
931
HMV Wealth Advisors
Louisiana
$306K – – –
CP
932
Castleview Partners
Texas
$304K +$22.3K +476 +8%
CIAS
933
Capital Investment Advisory Services
North Carolina
$302K -$35.3K -753 -10%
MGW
934
MB Generational Wealth
Washington
$301K – – –
DADC
935
D.A. Davidson & Co
Montana
$301K +$19.9K +424 +7%
LB
936
Legacy Bridge
Iowa
$301K – – –
MFP
937
Meramec Financial Planners
Missouri
$297K – – –
PWM
938
Peterson Wealth Management
Nevada
$296K – – –
FBFS
939
First Business Financial Services
Wisconsin
$294K +$302K +6,444 New
CRI
940
Colonial River Investments
Virginia
$293K -$56.4K -1,202 -16%
CG
941
Caprock Group
Idaho
$291K -$65.1K -1,388 -18%
CRWM
942
Castle Rock Wealth Management
California
$290K +$49.6K +1,058 +20%
EW
943
Evoke Wealth
California
$287K -$380K -8,108 -56%
MFPI
944
Midwest Financial Partners Investments
Minnesota
$286K – – –
GWA
945
Gutierrez Wealth Advisory
Arkansas
$285K +$293K +6,236 New
PWM
946
Parkway Wealth Management
Texas
$285K -$39.3K -838 -12%
PEWA
947
Pacific Excel Wealth Advisors
California
$284K -$19.1K -407 -6%
GIA
948
GHP Investment Advisors
Colorado
$284K +$15.4K +328 +6%
TWIM
949
TIAA Wealth Investment Management
New York
$283K +$300K +6,402 New
SCM
950
Stonehearth Capital Management
Massachusetts
$283K -$53K -1,129 -15%
36 37
38
39 40