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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
951
CX Institutional
Indiana
$255K +$3.71K +85 +1%
FZCM
952
Flynn Zito Capital Management
New York
$255K -$306 -7 -0.1%
PPWM
953
Premier Private Wealth Management
Florida
$254K +$235K +5,386 New
KFSC
954
Keystone Financial Services (Colorado)
Colorado
$254K – – –
FWP
955
Firethorn Wealth Partners
Georgia
$254K +$1.27K +29 +0.5%
BFA
956
Ballast Financial Advisors
Pennsylvania
$252K +$248K +5,680 New
TCM
957
Telos Capital Management
California
$252K -$2.05K -47 -0.8%
HSG
958
Helen Stephens Group
Texas
$250K +$4.28K +98 +2%
SIM
959
Synergy Investment Management
Florida
$249K -$60.8K -1,391 -20%
CRWM
960
Castle Rock Wealth Management
California
$247K +$23.9K +546 +12%
RFP
961
Root Financial Partners
California
$247K +$119K +2,732 +97%
MCM
962
Manchester Capital Management
Vermont
$246K +$174K +3,979 +253%
SAMC
963
Spectrum Asset Management (California)
California
$246K – – –
OC
964
Oarsman Capital
Wisconsin
$246K -$4.37K -100 -2%
CPCM
965
Cardinal Point Capital Management
Ontario, Canada
$246K – – –
BHPW
966
Beverly Hills Private Wealth
California
$244K – – –
CFB
967
Cullen/Frost Bankers
Texas
$243K +$4.2K +96 +2%
TSS
968
Two Sigma Securities
New York
$242K -$135K -3,093 -36%
FAM
969
Formidable Asset Management
Ohio
$239K -$120K -2,755 -33%
SIAS
970
Summit Investment Advisory Services
Minnesota
$239K +$2.14K +49 +0.9%
SA
971
Sovran Advisors
California
$237K – – –
NA
972
Nottingham Advisors
New York
$235K +$830 +19 +0.4%
SFG
973
Strive Financial Group
Indiana
$235K +$231K +5,297 New
PVI
974
Pine Valley Investments
New Jersey
$235K – – –
JFG
975
JMG Financial Group
Illinois
$234K – – –
37 38
39
40 41