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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
951
Angeles Wealth Management
California
$135K – – –
WIM
952
Westside Investment Management
California
$128K – – –
SWM
953
Spire Wealth Management
Virginia
$125K – – –
MFA
954
Morling Financial Advisors
California
$125K – – –
GA
955
Guerra Advisors
Florida
$122K +$118K +2,845 New
RFP
956
Root Financial Partners
California
$121K +$117K +2,831 New
GK
957
Graney & King
New York
$121K – – –
CMP
958
Coston McIsaac & Partners
Maine
$120K – – –
AA
959
Addison Advisors
Vermont
$119K – – –
EWM
960
Evermay Wealth Management
Virginia
$114K – – –
FRA
961
Front Row Advisors
California
$113K – – –
AWM
962
Abound Wealth Management
Tennessee
$111K +$332 +8 +0.3%
AAS
963
Ameritas Advisory Services
Nebraska
$105K -$162K -3,902 -61%
SS
964
Sunbelt Securities
Texas
$97.2K +$71.6K +1,729 +319%
MIA
965
MeadowBrook Investment Advisors
Michigan
$97.1K – – –
HAP
966
Harbor Asset Planning
Massachusetts
$94.7K – – –
FGAM
967
Financial Gravity Asset Management
Texas
$94.4K +$91.4K +2,206 New
BCWM
968
Bartlett & Co Wealth Management
Ohio
$93.5K – – –
CIR
969
Clear Investment Research
Georgia
$92.4K – – –
WB
970
Webster Bank
Connecticut
$92.1K – – –
W
971
WealthCollab
Washington
$89.9K – – –
ACM
972
Accent Capital Management
Ohio
$85.6K – – –
VWA
973
VSM Wealth Advisory
Maryland
$84.4K – – –
OA
974
Operose Advisors
Wisconsin
$83.1K +$5.47K +132 +7%
ACA
975
American Capital Advisory
Idaho
$81.3K – – –
37 38
39
40 41