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State Street SPDR Portfolio Developed World ex-US ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$1.24M +$1.2M +39,540 New
AFAS
202
Acorn Financial Advisory Services
Virginia
$1.24M +$1.2M +39,411 New
CAAS
203
Capital Asset Advisory Services
Michigan
$1.21M +$1.17M +38,429 New
SSWM
204
Sheets Smith Wealth Management
North Carolina
$1.2M +$156K +5,120 +15%
SA
205
Stewardship Advisors
Pennsylvania
$1.2M +$1.17M +38,300 New
SCM
206
Stonehearth Capital Management
Massachusetts
$1.2M +$584K +19,172 +101%
HF
207
Halpern Financial
Virginia
$1.17M +$1.14M +37,396 New
GWM
208
Geneos Wealth Management
Colorado
$1.15M +$36.5K +1,200 +3%
AWM
209
Affinity Wealth Management
Delaware
$1.14M -$40K -1,312 -3%
LFAS
210
Level Four Advisory Services
Texas
$1.13M +$601K +19,724 +120%
CAS
211
Cascadia Advisory Services
Oregon
$1.09M +$1.06M +34,929 New
AIC
212
Ameritas Investment Company
Nebraska
$1.06M +$244K +8,017 +31%
EGA
213
E&G Advisors
Texas
$1.04M +$18.9K +620 +2%
LF
214
Lantz Financial
Illinois
$1.04M +$161K +5,287 +19%
OCG
215
Opus Capital Group
Ohio
$1.03M +$1M +32,934 New
NSB
216
Norway Savings Bank
Maine
$1.01M +$462K +15,175 +89%
BPWA
217
Beacon Pointe Wealth Advisors
California
$1.01M -$217K -7,111 -18%
HPWM
218
Highland Private Wealth Management
Washington
$1.01M +$978K +32,105 New
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$994K +$970K +31,852 New
WWM
220
WT Wealth Management
Arizona
$993K +$965K +31,702 New
MWM
221
MBE Wealth Management
Wisconsin
$990K +$962K +31,603 New
CAM
222
Cresset Asset Management
Illinois
$978K +$7.09K +233 +0.8%
WFM
223
Wolff Financial Management
Michigan
$964K +$6.67K +219 +0.7%
GSC
224
G&S Capital
Colorado
$960K +$147K +4,835 +19%
First Manhattan
225
First Manhattan
New York
$952K