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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
201
TRH Financial
Iowa
$3.29M -$100K -2,861 -3%
IWC
202
Integrated Wealth Concepts
Massachusetts
$3.24M +$1.2M +34,200 +59%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$3.17M -$88.4K -2,523 -3%
LWPC
204
Legacy Wealth Partners (California)
California
$3.08M +$170K +4,861 +6%
AO
205
Advisor OS
Illinois
$3.05M -$1.41M -40,231 -32%
22CM
206
20/20 Capital Management
California
$3.03M -$296K -8,430 -9%
RIM
207
Rockbridge Investment Management
New York
$3.03M -$170K -4,857 -5%
PWA
208
Peterson Wealth Advisors
Utah
$3M +$178K +5,081 +6%
CAC
209
Certified Advisory Corp
Florida
$2.99M +$2.96M +84,581 New
MCWS
210
McKinley Carter Wealth Services
West Virginia
$2.98M +$2.96M +84,367 New
KAS
211
Kestra Advisory Services
Texas
$2.97M +$1.42M +40,610 +94%
SW
212
SkyOak Wealth
Michigan
$2.94M -$718K -20,486 -20%
G
213
Gainplan
Michigan
$2.94M +$194K +5,544 +7%
JWA
214
JFS Wealth Advisors
Pennsylvania
$2.92M +$386 +11 +0%
WFS
215
Weitzel Financial Services
Iowa
$2.84M -$82.2K -2,344 -3%
HR
216
Hayden Royal
North Carolina
$2.75M +$2.73M +77,822 New
SB
217
Strategic Blueprint
Georgia
$2.67M +$356K +10,159 +16%
RPCA
218
Running Point Capital Advisors
California
$2.66M -$216K -6,160 -8%
OC
219
Oarsman Capital
Wisconsin
$2.64M -$1.36M -38,722 -34%
QWM
220
QP Wealth Management
New Jersey
$2.63M +$2.61M +74,475 New
FC
221
Financial Consulate
Maryland
$2.59M -$45.5K -1,297 -2%
BEI
222
Benjamin Edwards Inc
Missouri
$2.58M +$1.14M +32,545 +80%
AAS
223
Annex Advisory Services
Wisconsin
$2.57M -$1.08M -30,919 -30%
ACG
224
Allen Capital Group
Nebraska
$2.52M -$2.74M -78,197 -52%
BPA
225
Beacon Pointe Advisors
California
$2.32M +$24K +686 +1%
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9
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