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State Street SPDR Portfolio Developed World ex-US ETF
SPDW

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
201
Belpointe Asset Management
Nevada
$10.7M +$141K +3,401 +1%
MSA
202
Marathon Strategic Advisors
Pennsylvania
$10.6M -$318K -7,681 -3%
SW
203
Simplicity Wealth
New Jersey
$10.6M -$4.51M -108,792 -31%
TIM
204
Tortoise Investment Management
New York
$10.5M +$609K +14,688 +6%
MFG
205
Merit Financial Group
Georgia
$10.5M -$1.89M -45,625 -16%
FIA
206
Foundations Investment Advisors
Arizona
$10.4M +$3.15M +75,932 +45%
MHR
207
Matthew Hamilton Rosenberg
$10.3M -$172K -4,152 -2%
GLA
208
Great Lakes Advisors
Illinois
$10.3M -$306K -7,391 -3%
LGW
209
Leslie Global Wealth
Illinois
$9.94M -$906K -21,867 -9%
APC
210
Aspire Private Capital
North Carolina
$9.75M +$3.18M +76,732 +51%
WFP
211
Wrenne Financial Planning
Kentucky
$9.72M +$475K +11,468 +5%
NC
212
NovaPoint Capital
Georgia
$9.71M +$3.3M +79,644 +54%
HI
213
Harbour Investments
Wisconsin
$9.71M +$1.35M +32,541 +17%
CF
214
Collier Financial
Colorado
$9.67M +$9.36M +225,994 New
MHWM
215
Montz Harcus Wealth Management
Louisiana
$9.6M +$430K +10,375 +5%
GC
216
Grimes & Company
Massachusetts
$9.59M +$79.3K +1,913 +0.9%
NECFA
217
New England Capital Financial Advisors
Connecticut
$9.59M +$178K +4,307 +2%
PWM
218
Partnership Wealth Management
Maryland
$9.5M +$320K +7,712 +4%
BFA
219
Brown Financial Advisory
Alabama
$9.42M -$131K -3,159 -1%
TI
220
Truepoint Inc
Ohio
$9.26M +$995 +24 +0%
SFS
221
Security Financial Services
Indiana
$9.26M +$361K +8,714 +4%
FPAS
222
Focus Partners Advisor Solutions
Missouri
$9.19M -$2.55M -61,514 -23%
CWM
223
Collaborative Wealth Management
Florida
$9.16M +$1.03M +24,772 +13%
LSL
224
Legacy Solutions LLC
Pennsylvania
$9.09M -$85.5K -2,063 -1%
MA
225
Mutual Advisors
Nebraska
$9.09M +$332K +8,005 +4%
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9
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