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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
976
Perissos Private Wealth Management
Oklahoma
$233K – – –
TIP
977
Tandem Investment Partners
New Jersey
$232K +$228K +5,216 New
PSCM
978
Per Stirling Capital Management
Texas
$231K – – –
NB
979
Nicolet Bankshares
Wisconsin
$230K – – –
FAN
980
Financial Advisors Network
California
$228K +$224K +5,132 New
4WM
981
49 Wealth Management
Texas
$227K +$3.67K +84 +2%
KA
982
KLCM Advisors
Wisconsin
$226K +$222K +5,089 New
ME
983
McIlrath & Eck
Washington
$226K – – –
DCM
984
DGS Capital Management
New Jersey
$226K -$44 -1 -0%
RCM
985
Richardson Capital Management
Wisconsin
$225K – – –
RWM
986
Raffa Wealth Management
District of Columbia
$224K +$59.8K +1,369 +37%
BI
987
Ballast Inc
Kentucky
$223K -$22.6K -517 -9%
FF
988
Francis Financial
$223K +$220K +5,025 New
AF
989
Align Financial
Minnesota
$223K +$9.74M +222,938 New
CWM
990
Core Wealth Management
Florida
$222K +$219K +5,001 New
RFW
991
Rainier Family Wealth
Washington
$222K – – –
AFP
992
ATX Financial Planning
Texas
$222K +$218K +4,990 New
VHAM
993
Van Hulzen Asset Management
California
$221K -$43.1K -986 -17%
FF
994
Financial Futures
New Jersey
$220K – – –
AWE
995
Avidian Wealth Enterprises
Texas
$220K +$216K +4,945 New
AP
996
Americana Partners
Texas
$219K – – –
FP
997
Fiduciary Planning
Florida
$216K +$787 +18 +0.4%
HNWAG
998
High Net Worth Advisory Group
Florida
$216K +$2.4K +55 +1%
IWN
999
Independent Wealth Network
Iowa
$215K +$2.14K +49 +1%
GVCM
1000
Global View Capital Management
Wisconsin
$213K +$210K +4,801 New
38 39
40
41 42