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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
1051
Core Wealth Advisors (Florida)
Florida
$218K +$215K +4,330 New
NF
1052
Napier Financial
Massachusetts
$217K +$1.14K +23 +0.5%
IF
1053
Ironwood Financial
Arizona
$217K -$6.2K -125 -3%
NP
1054
NorthRock Partners
Minnesota
$216K +$213K +4,291 New
HCM
1055
Hengehold Capital Management
Ohio
$215K +$211K +4,265 New
BFA
1056
Beacon Financial Advisory
Ohio
$215K +$211K +4,263 New
BHC
1057
Bull Harbor Capital
Maryland
$215K +$211K +4,258 New
HFO
1058
Heritage Family Offices
Arizona
$213K +$210K +4,236 New
PEWA
1059
Pacific Excel Wealth Advisors
California
$213K -$98.9K -1,995 -32%
CCG
1060
Capital CS Group
California
$212K +$209K +4,208 New
LA
1061
LM Advisors
California
$212K +$209K +4,213 New
TF
1062
Tenzing Financial
Virginia
$211K +$206K +4,152 New
CPC
1063
Consolidated Planning Corp
Georgia
$210K +$207K +4,168 New
TF
1064
Trek Financial
Arizona
$210K +$206K +4,165 New
EWA
1065
Emergent Wealth Advisors
New York
$209K +$205K +4,143 New
BPWM
1066
Badgley Phelps Wealth Managers
Washington
$207K +$204K +4,108 New
JSA
1067
Jim Saulnier & Associates
Colorado
$207K -$1.44M -29,149 -88%
CWM
1068
CarsonAllaria Wealth Management
Illinois
$207K +$203K +4,101 New
LNB
1069
Ledyard National Bank
$206K +$203K +4,092 New
CWM
1070
Copia Wealth Management
Oregon
$205K – – –
CB
1071
Chris Bulman
California
$205K +$202K +4,065 New
RIS
1072
Retirement Income Solutions
Michigan
$204K – – –
PSCM
1073
Per Stirling Capital Management
Texas
$203K -$67.3K -1,357 -25%
RFW
1074
Rainier Family Wealth
Washington
$203K -$48.5K -979 -20%
BCM
1075
Beaumont Capital Management
Massachusetts
$202K +$198K +4,000 New
41 42
43
44 45