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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1001
Richardson Capital Management
Wisconsin
$256K – – –
HP
1002
Holistic Planning
Texas
$255K -$262K -5,276 -51%
SA
1003
Sovran Advisors
California
$254K – – –
FF
1004
Francis Financial
$253K – – –
AF
1005
Align Financial
Minnesota
$253K – – –
AWE
1006
Avidian Wealth Enterprises
Texas
$252K +$3.17K +64 +1%
CWM
1007
Core Wealth Management
Florida
$252K – – –
BW
1008
BXM Wealth
Colorado
$250K +$245K +4,952 New
FF
1009
Financial Futures
New Jersey
$249K – – –
IWM
1010
Iams Wealth Management
Nebraska
$249K -$1.2M -24,302 -83%
FWP
1011
Falcon Wealth Planning
California
$249K +$7.04K +142 +3%
HNWAG
1012
High Net Worth Advisory Group
Florida
$247K +$2.23K +45 +0.9%
AMPWP
1013
Alvarez & Marsal Private Wealth Partners
Florida
$247K +$243K +4,904 New
RWM
1014
Raffa Wealth Management
District of Columbia
$247K -$6.99K -141 -3%
TYCC
1015
Texas Yale Capital Corp
Florida
$246K -$476K -9,612 -66%
FP
1016
Fiduciary Planning
Florida
$246K +$744 +15 +0.3%
SFG
1017
Strive Financial Group
Indiana
$246K -$9.27K -187 -4%
PGFG
1018
Pine Grove Financial Group
Minnesota
$242K – – –
MG
1019
Mather Group
Illinois
$242K -$55.7K -1,123 -19%
MF
1020
Manuka Financial
Virginia
$241K – – –
SIA
1021
Soltis Investment Advisors
Utah
$241K -$59.4K -1,199 -20%
CFO
1022
Callan Family Office
Pennsylvania
$240K +$236K +4,769 New
ACM
1023
Advisors Capital Management
New Jersey
$239K -$214K -4,317 -48%
CP
1024
Castleview Partners
Texas
$239K -$95.5K -1,927 -29%
AWC
1025
Adamsbrown Wealth Consultants
Kansas
$238K +$234K +4,717 New
39 40
41
42 43