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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
126
Spectrum Asset Management (California)
California
$1.53M -$73.6K -2,610 -4%
AF
127
Advisornet Financial
Minnesota
$1.48M +$210K +7,456 +15%
VIP
128
Vantage Investment Partners
Missouri
$1.47M -$2.09M -74,247 -57%
RRC
129
Relaxing Retirement Coach
Massachusetts
$1.47M +$1.57M +55,588 New
WAM
130
Watermark Asset Management
California
$1.42M +$53.4K +1,894 +4%
AW
131
ACG Wealth
Georgia
$1.37M -$193K -6,853 -12%
VIM
132
Vista Investment Management
Pennsylvania
$1.36M +$199K +7,065 +16%
RCG
133
Ruggie Capital Group
Florida
$1.28M +$1.27M +45,007 +1,303%
BI
134
Ballast Inc
Kentucky
$1.28M +$1.36M +48,365 New
VCM
135
Vivaldi Capital Management
Illinois
$1.27M -$19.8K -703 -1%
WAP
136
Wealthcare Advisory Partners
Pennsylvania
$1.2M -$164K -5,834 -11%
EK
137
Evensky & Katz
Florida
$1.16M +$1.04M +36,808 +534%
5L
138
55I LLC
Massachusetts
$1.05M +$1.12M +39,723 New
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$1.02M +$572K +20,299 +111%
GBBWRPM
140
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1M +$220K +7,790 +26%
AIS
141
Accurate Investment Solutions
Pennsylvania
$981K -$281K -9,958 -21%
JWA
142
JFS Wealth Advisors
Pennsylvania
$969K +$609K +21,610 +144%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$968K +$1M +35,544 +3,347%
IAS
144
INR Advisory Services
Pennsylvania
$965K +$646K +22,923 +169%
SIA
145
Strategic Investment Advisors
Michigan
$961K +$1.02M +36,324 New
SHIM
146
Stone House Investment Management
Pennsylvania
$903K +$244K +8,649 +34%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$889K +$358K +12,684 +67%
PWA
148
Peterson Wealth Advisors
Utah
$886K +$74K +2,625 +9%
OAM
149
Occidental Asset Management
California
$880K +$100K +3,560 +12%
VDFA
150
Vickerman & Driscoll Financial Advisors
Washington
$872K +$125K +4,449 +16%