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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
201
Tortoise Investment Management
New York
$7.54M +$836K +23,340 +12%
VWM
202
Venturi Wealth Management
Texas
$7.52M -$50.5K -1,409 -0.6%
BFA
203
Brown Financial Advisory
Alabama
$7.49M -$23.3K -651 -0.3%
VBFP
204
Valtinson Bruner Financial Planning
Minnesota
$7.38M -$1.07M -29,850 -12%
PIFP
205
Partners in Financial Planning
Virginia
$7.35M -$190K -5,293 -2%
SFS
206
Security Financial Services
Indiana
$7.25M +$127K +3,560 +2%
HI
207
Harbour Investments
Wisconsin
$7.23M -$393K -10,972 -5%
TC
208
Trilogy Capital
California
$7.23M +$45.5K +1,272 +0.6%
ACA
209
Atlas Capital Advisors
Wyoming
$7.23M -$282K -7,863 -4%
BW
210
BIP Wealth
Georgia
$7.19M -$278K -7,758 -4%
FF
211
Fortitude Financial
Washington
$7.11M +$7.46M +208,289 New
GVAG
212
Great Valley Advisor Group
Delaware
$7.09M +$1.08M +30,155 +17%
MFA
213
Millington Financial Advisors
Illinois
$7.03M -$372K -10,391 -5%
OGF
214
Orin Green Financial
California
$6.9M -$7.22M -201,554 Closed
LSL
215
Legacy Solutions LLC
Pennsylvania
$6.89M +$7.23M +201,942 New
DAS
216
Diversify Advisory Services
Utah
$6.88M -$1.45M -40,604 -17%
DI
217
Diligent Investors
California
$6.86M +$72.8K +2,033 +1%
APC
218
Aspire Private Capital
North Carolina
$6.86M +$316K +8,834 +5%
SSWG
219
Seven Springs Wealth Group
Tennessee
$6.75M -$1.05M -29,246 -13%
APA
220
Astoria Portfolio Advisors
New York
$6.72M -$4.21M -117,468 -37%
IP
221
Ignite Planners
California
$6.6M +$352K +9,826 +5%
IFG
222
Independent Financial Group
California
$6.54M +$278K +7,755 +4%
CWM
223
Congress Wealth Management
Massachusetts
$6.45M +$191K +5,327 +3%
CAAM
224
Cornerstone Advisors Asset Management
Pennsylvania
$6.43M +$495K +13,828 +8%
AA
225
Aire Advisors
California
$6.35M +$50.2K +1,403 +0.8%
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