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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
976
Spectrum Asset Management (California)
California
$278K – – –
IA
977
Integrity Alliance
Iowa
$278K +$5.95K +120 +2%
BHPW
978
Beverly Hills Private Wealth
California
$277K – – –
PCH
979
PGIM Custom Harvest
New Jersey
$276K +$271K +5,477 New
CB
980
Commerce Bank
Missouri
$276K +$271K +5,469 New
AWM
981
Angeles Wealth Management
California
$275K +$41.2K +831 +18%
CRW
982
Clarity Retirement & Wealth
Massachusetts
$274K +$270K +5,447 New
PPWM
983
Premier Private Wealth Management
Florida
$272K -$14.8K -298 -5%
BFA
984
Ballast Financial Advisors
Pennsylvania
$271K – – –
HSG
985
Helen Stephens Group
Texas
$269K -$12K -243 -4%
IWA
986
Inspirion Wealth Advisors
Illinois
$267K – – –
PVI
987
Pine Valley Investments
New Jersey
$266K – – –
MWP
988
Madison Wealth Partners
Wisconsin
$266K +$262K +5,282 New
JFG
989
JMG Financial Group
Illinois
$266K – – –
PWM
990
Parkway Wealth Management
Texas
$265K -$32.4K -654 -11%
KA
991
KLCM Advisors
Wisconsin
$265K – – –
FZCM
992
Flynn Zito Capital Management
New York
$264K -$4.46K -90 -2%
FSAG
993
Financial Solutions Advisory Group
Illinois
$262K – – –
MPW
994
MASECO Private Wealth
$262K +$23.3K +471 +10%
PFS
995
Prospera Financial Services
Texas
$261K +$257K +5,184 New
FAN
996
Financial Advisors Network
California
$260K -$34.4K -694 -12%
RCM
997
Richardson Capital Management
Wisconsin
$256K – – –
HP
998
Holistic Planning
Texas
$255K -$262K -5,276 -51%
SA
999
Sovran Advisors
California
$254K – – –
FF
1000
Francis Financial
$253K – – –
38 39
40
41 42