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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
1001
Falcon Wealth Planning
California
$213K
MF
1002
Manuka Financial
Virginia
$213K
RWM
1003
Rialto Wealth Management
New York
$211K -$6.12K -140 -3%
WBCM
1004
Wilson & Boucher Capital Management
California
$209K
IF
1005
Ironwood Financial
Arizona
$208K +$197K +4,512 New
DFG
1006
Demars Financial Group
Washington
$204K +$201K +4,602 New
ACGA
1007
Atlanta Consulting Group Advisors
Georgia
$203K +$200K +4,580 New
MPW
1008
MASECO Private Wealth
$203K +$199K +4,556 +41,418%
REMPR
1009
Roof Eidam Maycock Peralta (REMP)
California
$203K +$199K +4,565 New
RBC
1010
Romano Brothers & Co
Illinois
$203K +$199K +4,563 New
CPW
1011
Cogent Private Wealth
Florida
$202K +$199K +4,555 New
MWMDPGFG
1012
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$201K +$198K +4,529 New
CWM
1013
Copia Wealth Management
Oregon
$181K
KG
1014
Kilter Group
New York
$180K +$12.5K +287 +8%
HBT
1015
Hills Bank & Trust
Iowa
$180K
LWMI
1016
Legacy Wealth Management (Idaho)
Idaho
$175K -$44.7K -1,022 -21%
OCM
1017
Orion Capital Management
California
$171K
EWA
1018
EverSource Wealth Advisors
Alabama
$170K -$25.8K -590 -13%
BDPWM
1019
Barnes Dennig Private Wealth Management
Ohio
$169K +$97.7K +2,236 +142%
Russell Investments Group
1020
Russell Investments Group
United Kingdom
$164K -$7.38K -169 -4%
FFA
1021
Founders Financial Alliance
North Carolina
$145K -$24.6K -562 -15%
CT
1022
Clearstead Trust
Maine
$143K
AIA
1023
Arcadia Investment Advisors
Idaho
$143K
HC
1024
Hoese & Co
Minnesota
$143K
AA
1025
Ancora Advisors
Ohio
$136K +$69.9K +1,600 +109%