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State Street SPDR S&P Emerging Markets Small Cap ETF
EWX

Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$218M -$4.53M -77,417 -2%
IA
2
IndexIQ Advisors
New York
$27.4M +$1.74M +29,738 +7%
Bank of America
3
Bank of America
North Carolina
$26.2M +$680K +11,616 +3%
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$11.3M +$907K +15,486 +9%
Victory Capital Management
5
Victory Capital Management
Texas
$10.1M – – –
Wells Fargo
6
Wells Fargo
California
$9.97M +$1.19M +20,289 +14%
Morgan Stanley
7
Morgan Stanley
New York
$8.43M -$113K -1,925 -1%
EWM
8
Empirical Wealth Management
Washington
$7.85M +$1.37M +23,457 +22%
OIA
9
OneDigital Investment Advisors
Kansas
$5.64M -$409K -6,987 -7%
CAM
10
Crestone Asset Management
Colorado
$5.36M +$5.12M +87,415 New
CCMG
11
Clark Capital Management Group
Pennsylvania
$4.65M +$3.88M +66,224 +689%
GPWA
12
Great Point Wealth Advisors
Massachusetts
$4.56M -$75.8K -1,294 -2%
KBFS
13
Kohmann Bosshard Financial Services
Ohio
$4.24M +$606K +10,350 +18%
WMG
14
WESCAP Management Group
California
$4.12M +$69.7K +1,190 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.89M +$1.11M +19,024 +43%
UBS Group
16
UBS Group
Switzerland
$3.86M +$87K +1,486 +2%
LPL Financial
17
LPL Financial
California
$3.44M -$90.4K -1,544 -3%
MWM
18
Merriman Wealth Management
Washington
$3.23M -$26.6K -454 -0.9%
TFCP
19
Twin Focus Capital Partners
Massachusetts
$2.9M +$2.81K +48 +0.1%
EH
20
Equitable Holdings
New York
$2.83M -$3.81K -65 -0.1%
MC
21
Martin & Co
Tennessee
$2.67M -$111K -1,900 -4%
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$2.45M +$2.34M +39,923 New
IC
23
Innealta Capital
Texas
$2.28M – – –
PFA
24
Pure Financial Advisors
California
$2.22M -$14.1K -240 -0.7%
TIM
25
Tortoise Investment Management
New York
$2.16M -$7.32K -125 -0.4%
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