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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
CSM Advisors
Pennsylvania
$9.11M – – –
SFPM
177
Sensible Financial Planning & Management
Massachusetts
$9.09M +$200K +5,531 +2%
FPCP
178
Fort Point Capital Partners
California
$9.07M +$49.4K +1,368 +0.6%
GC
179
Grimes & Company
Massachusetts
$9.06M -$211K -5,838 -2%
PWG
180
Portside Wealth Group
Utah
$9.05M +$925K +25,623 +12%
TFA
181
TPG Financial Advisors
Oregon
$9.04M +$384K +10,642 +5%
FPAS
182
Focus Partners Advisor Solutions
Missouri
$9.03M -$22K -609 -0.3%
NRA
183
NSI Retail Advisors
Pennsylvania
$8.98M – – –
DAS
184
Diversify Advisory Services
Utah
$8.84M -$640K -17,737 -7%
BCG
185
BayBridge Capital Group
California
$8.7M +$214K +5,917 +3%
SSWG
186
Seven Springs Wealth Group
Tennessee
$8.52M -$31.3K -866 -0.4%
RBC
187
Roble Belko & Company
Pennsylvania
$8.52M -$1.19M -33,073 -13%
CSPIA
188
Cary Street Partners Investment Advisory
Virginia
$8.51M +$1.37M +38,031 +20%
MSA
189
Marathon Strategic Advisors
Pennsylvania
$8.46M +$1.32M +36,432 +19%
HI
190
Harbour Investments
Wisconsin
$8.37M -$1.1M -30,522 -12%
VWM
191
Venturi Wealth Management
Texas
$8.32M -$62.2K -1,724 -0.8%
PIFP
192
Partners in Financial Planning
Virginia
$8.28M -$430K -11,923 -5%
BFA
193
Brown Financial Advisory
Alabama
$8.27M -$3.94K -109 -0%
ACA
194
Atlas Capital Advisors
Wyoming
$8.25M +$234K +6,490 +3%
BW
195
BIP Wealth
Georgia
$8.2M +$746K +20,676 +10%
NECFA
196
New England Capital Financial Advisors
Connecticut
$8.13M +$133K +3,682 +2%
MHR
197
Matthew Hamilton Rosenberg
$8.11M +$319K +8,846 +4%
OPPS
198
Obsidian Personal Planning Solutions
Maryland
$8.1M +$830K +22,986 +11%
BFA
199
Brown Financial Advisors
Ohio
$8.07M +$432K +11,964 +6%
TC
200
Trilogy Capital
California
$7.91M -$5.39M -149,353 -41%
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