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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
976
Copley Financial Group
California
$286K -$68.7K -1,386 -20%
TCM
977
Telos Capital Management
California
$282K -$3.37K -68 -1%
SIM
978
Synergy Investment Management
Florida
$279K -$2.97K -60 -1%
SIC
979
Shoker Investment Counsel
Ohio
$278K +$31K +626 +13%
SAMC
980
Spectrum Asset Management (California)
California
$278K – – –
IA
981
Integrity Alliance
Iowa
$278K +$5.95K +120 +2%
BHPW
982
Beverly Hills Private Wealth
California
$277K – – –
PCH
983
PGIM Custom Harvest
New Jersey
$276K +$271K +5,477 New
CB
984
Commerce Bank
Missouri
$276K +$271K +5,469 New
AWM
985
Angeles Wealth Management
California
$275K +$41.2K +831 +18%
CRW
986
Clarity Retirement & Wealth
Massachusetts
$274K +$270K +5,447 New
PPWM
987
Premier Private Wealth Management
Florida
$272K -$14.8K -298 -5%
BFA
988
Ballast Financial Advisors
Pennsylvania
$271K – – –
HSG
989
Helen Stephens Group
Texas
$269K -$12K -243 -4%
IWA
990
Inspirion Wealth Advisors
Illinois
$267K – – –
PVI
991
Pine Valley Investments
New Jersey
$266K – – –
MWP
992
Madison Wealth Partners
Wisconsin
$266K +$262K +5,282 New
JFG
993
JMG Financial Group
Illinois
$266K – – –
PWM
994
Parkway Wealth Management
Texas
$265K -$32.4K -654 -11%
KA
995
KLCM Advisors
Wisconsin
$265K – – –
FZCM
996
Flynn Zito Capital Management
New York
$264K -$4.46K -90 -2%
FSAG
997
Financial Solutions Advisory Group
Illinois
$262K – – –
MPW
998
MASECO Private Wealth
$262K +$23.3K +471 +10%
PFS
999
Prospera Financial Services
Texas
$261K +$257K +5,184 New
FAN
1000
Financial Advisors Network
California
$260K -$34.4K -694 -12%
38 39
40
41 42