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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1001
Align Financial
Minnesota
$253K – – –
AWE
1002
Avidian Wealth Enterprises
Texas
$252K +$3.17K +64 +1%
CWM
1003
Core Wealth Management
Florida
$252K – – –
BW
1004
BXM Wealth
Colorado
$250K +$245K +4,952 New
FF
1005
Financial Futures
New Jersey
$249K – – –
IWM
1006
Iams Wealth Management
Nebraska
$249K -$1.2M -24,302 -83%
FWP
1007
Falcon Wealth Planning
California
$249K +$7.04K +142 +3%
HNWAG
1008
High Net Worth Advisory Group
Florida
$247K +$2.23K +45 +0.9%
AMPWP
1009
Alvarez & Marsal Private Wealth Partners
Florida
$247K +$243K +4,904 New
RWM
1010
Raffa Wealth Management
District of Columbia
$247K -$6.99K -141 -3%
TYCC
1011
Texas Yale Capital Corp
Florida
$246K -$476K -9,612 -66%
FP
1012
Fiduciary Planning
Florida
$246K +$744 +15 +0.3%
SFG
1013
Strive Financial Group
Indiana
$246K -$9.27K -187 -4%
MG
1014
Mather Group
Illinois
$242K -$55.7K -1,123 -19%
MF
1015
Manuka Financial
Virginia
$241K – – –
SIA
1016
Soltis Investment Advisors
Utah
$241K -$59.4K -1,199 -20%
CFO
1017
Callan Family Office
Pennsylvania
$240K +$236K +4,769 New
ACM
1018
Advisors Capital Management
New Jersey
$239K -$214K -4,317 -48%
CP
1019
Castleview Partners
Texas
$239K -$95.5K -1,927 -29%
AWC
1020
Adamsbrown Wealth Consultants
Kansas
$238K +$234K +4,717 New
WBCM
1021
Wilson & Boucher Capital Management
California
$237K – – –
RWM
1022
Rialto Wealth Management
New York
$235K -$3.97K -80 -2%
DFG
1023
Demars Financial Group
Washington
$233K +$1.09K +22 +0.5%
FAM
1024
Formidable Asset Management
Ohio
$231K -$397 -8 -0.2%
ARC
1025
Advisor Resource Council
Texas
$230K +$225K +4,533 New
39 40
41
42 43