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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$397K +$131K +4,646 +45%
FPIS
202
Financial Planning & Information Services
Wisconsin
$393K +$220K +7,807 +111%
SFS
203
Sowell Financial Services
Arkansas
$393K +$419K +14,861 New
LFAS
204
Level Four Advisory Services
Texas
$388K +$31.1K +1,105 +8%
AA
205
Alesco Advisors
New York
$383K +$23.5K +832 +6%
IWC
206
Integrated Wealth Concepts
Massachusetts
$382K +$407K +14,443 New
IWMA
207
Ironwood Wealth Management (Arizona)
Arizona
$373K +$394K +13,995 +12,276%
HB
208
Homrich & Berg
Georgia
$363K +$387K +13,737 New
ICMP
209
Integrated Capital Management (Pennsylvania)
Pennsylvania
$346K +$369K +13,101 New
SWP
210
Stratos Wealth Partners
Ohio
$340K +$87.4K +3,099 +32%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$338K -$6.71K -238 -2%
CWM
212
Cornerstone Wealth Management
Missouri
$335K +$359K +12,740 New
RPC
213
Rossmore Private Capital
Connecticut
$328K +$350K +12,415 New
CAM
214
Concorde Asset Management
Michigan
$324K +$338K +11,981 New
SBL
215
Sargent Bickham Lagudis
Colorado
$317K
IDA
216
Intelligence Driven Advisers
California
$295K +$314K +11,148 New
BPWA
217
Beacon Pointe Wealth Advisors
California
$264K +$281K +9,971 New
UAS
218
United Asset Strategies
New York
$257K -$8.09K -287 -3%
FAAS
219
First Allied Advisory Services
California
$256K +$80.5K +2,855 +42%
JSL
220
JT Stratford LLC
Georgia
$251K +$2.93K +104 +1%
CPA
221
Clear Perspective Advisors
Illinois
$246K +$262K +9,305 New
PFGIA
222
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$142K +5,033 +118%
OIA
223
OneDigital Investment Advisors
Kansas
$238K +$254K +9,013 New
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$233K -$222K -7,868 -47%
MWPCG
225
Measured Wealth Private Client Group
New Hampshire
$230K +$90.6K +3,213 +59%