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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
201
Diligent Investors
California
$6.94M -$597K -18,803 -8%
NECFA
202
New England Capital Financial Advisors
Connecticut
$6.91M +$502K +15,827 +8%
SFPM
203
Sensible Financial Planning & Management
Massachusetts
$6.76M +$1.71M +53,773 +37%
PWG
204
Portside Wealth Group
Utah
$6.71M +$204K +6,426 +3%
OWM
205
Opes Wealth Management
California
$6.57M +$106K +3,355 +2%
OGF
206
Orin Green Financial
California
$6.56M -$7.55K -238 -0.1%
AC
207
Anson Capital
Georgia
$6.55M +$916K +28,855 +18%
CWM
208
Congress Wealth Management
Massachusetts
$6.54M -$20.9K -658 -0.3%
OPPS
209
Obsidian Personal Planning Solutions
Maryland
$6.51M +$267K +8,403 +5%
FHA
210
Flagship Harbor Advisors
Massachusetts
$6.44M -$193K -6,068 -3%
AWA
211
Aquire Wealth Advisors
Utah
$6.4M -$407K -12,834 -6%
AA
212
Aire Advisors
California
$6.38M -$126K -3,969 -2%
TFA
213
TPG Financial Advisors
Oregon
$6.37M +$248K +7,803 +4%
DWA
214
Delap Wealth Advisory
Oregon
$6.24M +$3.75M +118,275 +181%
CAM
215
Cresset Asset Management
Illinois
$6.1M +$6.79K +214 +0.1%
HI
216
Harbour Investments
Wisconsin
$6.08M +$129K +4,076 +2%
MSA
217
Marathon Strategic Advisors
Pennsylvania
$6.03M +$5.63M +177,437 New
MFA
218
Millington Financial Advisors
Illinois
$5.97M +$175K +5,508 +3%
AWS
219
Atria Wealth Solutions
New York
$5.93M +$154K +4,845 +3%
VBFP
220
Valtinson Bruner Financial Planning
Minnesota
$5.91M -$75.6K -2,381 -1%
ACA
221
Atlas Capital Advisors
Wyoming
$5.87M -$885K -27,871 -14%
SPA
222
Sentinel Pension Advisors
Massachusetts
$5.8M -$130K -4,087 -2%
CCWA
223
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.79M +$3.56M +112,273 +194%
RWI
224
Red Wave Investments
Pennsylvania
$5.74M +$22.6K +712 +0.4%
LAM
225
Lifestyle Asset Management
Texas
$5.73M -$343K -10,815 -6%
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