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State Street SPDR S&P Emerging Markets Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$154M -$9.5M -253,603 -6%
OIA
2
OneDigital Investment Advisors
Kansas
$17.4M +$2.37M +63,201 +17%
Bank of America
3
Bank of America
North Carolina
$16.8M -$2.62M -69,922 -15%
IA
4
IndexIQ Advisors
New York
$13.5M +$2.4M +64,120 +24%
Jane Street
5
Jane Street
New York
$11M +$10.1M +270,368 New
Victory Capital Management
6
Victory Capital Management
Texas
$6.73M
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$6.64M +$6.1M +162,715 New
Morgan Stanley
8
Morgan Stanley
New York
$5.92M +$35.3K +943 +0.7%
BRWM
9
B. Riley Wealth Management
Tennessee
$5.5M -$262K -7,000 -5%
Wells Fargo
10
Wells Fargo
California
$5.26M -$135K -3,604 -3%
EWM
11
Empirical Wealth Management
Washington
$5.24M -$199K -5,313 -4%
MFM
12
MD Financial Management
Ontario, Canada
$4.39M -$137K -3,644 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$4.23M +$3.88M +103,507 New
GPWA
14
Great Point Wealth Advisors
Massachusetts
$3.29M +$299K +7,976 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.25M +$73.7K +1,966 +3%
RRC
16
Relaxing Retirement Coach
Massachusetts
$3.23M -$1.18M -31,413 -28%
TFA
17
Transamerica Financial Advisors
Florida
$2.96M +$2.65M +70,770 +3,880%
WMG
18
WESCAP Management Group
California
$2.62M -$564K -15,057 -19%
CCP
19
Cardan Capital Partners
Colorado
$2.53M +$2.32M +61,965 New
LPL Financial
20
LPL Financial
California
$2.51M -$34.4K -918 -1%
UBS Group
21
UBS Group
Switzerland
$2.33M -$48.4K -1,291 -2%
MWM
22
Merriman Wealth Management
Washington
$2.18M +$2M +53,443 New
KBFS
23
Kohmann Bosshard Financial Services
Ohio
$2.12M -$535K -14,287 -22%
EH
24
Equitable Holdings
New York
$2.06M +$523K +13,950 +38%
TFCP
25
Twin Focus Capital Partners
Massachusetts
$2.02M +$2.81K +75 +0.2%