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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
151
Stone House Investment Management
Pennsylvania
$1.12M +$117K +4,096 +12%
PWA
152
Peterson Wealth Advisors
Utah
$1.11M +$102K +3,598 +11%
OAM
153
Occidental Asset Management
California
$1.11M +$134K +4,691 +14%
ACP
154
Aveo Capital Partners
Colorado
$1.09M +$212K +7,454 +25%
SS
155
Simplicity Solutions
Minnesota
$1.07M -$782K -27,465 -43%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$32.2K -1,132 -3%
SB
157
Suntrust Banks
Georgia
$1.02M +$661K +23,221 +154%
AIS
158
American Investment Services
Massachusetts
$987K +$176K +6,185 +22%
CWM
159
Cornerstone Wealth Management
Missouri
$978K +$37.3K +1,309 +10%
EGA
160
E&G Advisors
Texas
$968K +$8.06K +283 +0.9%
HPC
161
Hobart Private Capital
North Carolina
$961K +$273K +9,580 +41%
GLA
162
Great Lakes Advisors
Illinois
$945K +$46.4K +1,630 +5%
PSUF
163
People's United Financial
Connecticut
$940K +$339K +11,904 +59%
PFM
164
Phillips Financial Management
Indiana
$897K
KeyBank National Association
165
KeyBank National Association
Ohio
$894K
First Manhattan
166
First Manhattan
New York
$887K
REMPR
167
Roof Eidam Maycock Peralta (REMP)
California
$883K -$43.9K -1,540 -5%
WFM
168
Wolff Financial Management
Michigan
$871K +$50.5K +1,771 +6%
FPIS
169
Financial Planning & Information Services
Wisconsin
$861K +$417K +14,624 +98%
BPWA
170
Beacon Pointe Wealth Advisors
California
$855K +$550K +19,300 +194%
BWM
171
Bernicke Wealth Management
Wisconsin
$845K +$70K +2,458 +9%
GWM
172
Geneos Wealth Management
Colorado
$824K +$285K +10,013 +55%
CAM
173
Cresset Asset Management
Illinois
$811K +$791K +27,778 New
Renaissance Technologies
174
Renaissance Technologies
New York
$797K -$108K -3,799 -12%
PAG
175
Pinnacle Advisory Group
Maryland
$793K +$140K +4,918 +22%