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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
151
D.J. St. Germain
Massachusetts
$12.9M -$419K -11,585 -3%
IWP
152
Invenio Wealth Partners
Florida
$12.9M -$178K -4,923 -1%
GCA
153
Gradient Capital Advisors
California
$12.7M +$473K +13,080 +4%
CAC
154
Certified Advisory Corp
Florida
$12.5M -$938K -25,969 -7%
PMFA
155
Plante Moran Financial Advisors
Michigan
$12.3M -$2.15M -59,438 -15%
AIM
156
Advyzon Investment Management
Illinois
$12.2M -$538K -14,882 -4%
VCM
157
Vivaldi Capital Management
Illinois
$11.9M +$912K +25,239 +8%
BCI
158
Brinker Capital Investments
Pennsylvania
$11.6M +$565K +15,632 +5%
OPS
159
Orion Portfolio Solutions
Nebraska
$11.6M +$565K +15,632 +5%
VAF
160
Values Added Financial
District of Columbia
$11.5M +$714K +19,764 +7%
FHA
161
Flagship Harbor Advisors
Massachusetts
$11.5M -$462K -12,787 -4%
GWM
162
Gibbs Wealth Management
Georgia
$11.4M +$1.29M +35,764 +13%
PA
163
Probity Advisors
Texas
$11.2M -$2.46K -68 -0%
VBFP
164
Valtinson Bruner Financial Planning
Minnesota
$11.1M +$3.22M +88,977 +41%
CSP
165
Cary Street Partners
Virginia
$11.1M +$1.1M +30,495 +11%
HBFP
166
Henderson Brothers Financial Partners
Pennsylvania
$11.1M +$9.02M +249,561 New
PCA
167
Prosperity Capital Advisors
Ohio
$10.9M +$592K +16,391 +6%
HGA
168
Hobbs Group Advisors
South Carolina
$10.9M -$954K -26,404 -8%
RBWA
169
RFG - Bristol Wealth Advisors
Massachusetts
$10.8M +$10.7M +296,369 New
OCFG
170
O'Connor Financial Group
Illinois
$10.6M +$421K +11,664 +4%
MFG
171
Merit Financial Group
Georgia
$10.6M -$8.32M -230,171 -44%
HI
172
Harbour Investments
Wisconsin
$10.5M +$2.79M +77,110 +36%
SFI
173
SPC Financial Inc
Maryland
$10.4M +$10.3M +286,250 New
FFA
174
Farther Finance Advisors
California
$10.4M +$6.92M +191,529 +206%
PWG
175
Portside Wealth Group
Utah
$10.4M +$655K +18,128 +7%
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7
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