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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1051
Beacon Financial Advisory
Ohio
$215K +$211K +4,263 New
BHC
1052
Bull Harbor Capital
Maryland
$215K +$211K +4,258 New
HFO
1053
Heritage Family Offices
Arizona
$213K +$210K +4,236 New
PEWA
1054
Pacific Excel Wealth Advisors
California
$213K -$98.9K -1,995 -32%
CCG
1055
Capital CS Group
California
$212K +$209K +4,208 New
LA
1056
LM Advisors
California
$212K +$209K +4,213 New
TF
1057
Tenzing Financial
Virginia
$211K +$206K +4,152 New
CPC
1058
Consolidated Planning Corp
Georgia
$210K +$207K +4,168 New
TF
1059
Trek Financial
Arizona
$210K +$206K +4,165 New
EWA
1060
Emergent Wealth Advisors
New York
$209K +$205K +4,143 New
BPWM
1061
Badgley Phelps Wealth Managers
Washington
$207K +$204K +4,108 New
JSA
1062
Jim Saulnier & Associates
Colorado
$207K -$1.44M -29,149 -88%
CWM
1063
CarsonAllaria Wealth Management
Illinois
$207K +$203K +4,101 New
LNB
1064
Ledyard National Bank
$206K +$203K +4,092 New
CWM
1065
Copia Wealth Management
Oregon
$205K – – –
CB
1066
Chris Bulman
California
$205K +$202K +4,065 New
RIS
1067
Retirement Income Solutions
Michigan
$204K – – –
PSCM
1068
Per Stirling Capital Management
Texas
$203K -$67.3K -1,357 -25%
RFW
1069
Rainier Family Wealth
Washington
$203K -$48.5K -979 -20%
BCM
1070
Beaumont Capital Management
Massachusetts
$202K +$198K +4,000 New
CPW
1071
Catalyst Private Wealth
California
$202K +$198K +4,000 New
SC
1072
Syon Capital
California
$201K +$198K +3,997 New
LWMI
1073
Legacy Wealth Management (Idaho)
Idaho
$201K +$2.83K +57 +1%
IAN
1074
Integrated Advisors Network
Texas
$201K +$198K +3,994 New
LC
1075
Lavaca Capital
Texas
$183K +$180K +3,628 New
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43
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