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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
$232M +$13.8M +232,315 +6%
Bank of America
2
Bank of America
North Carolina
$27.4M +$3.09M +51,963 +13%
Wells Fargo
3
Wells Fargo
California
$11.2M +$782K +13,175 +7%
NEWAS
4
N.E.W. Advisory Services
Wisconsin
$11M +$36.2K +609 +0.3%
IA
5
IndexIQ Advisors
New York
$9.79M -$14.4M -242,363 -59%
Victory Capital Management
6
Victory Capital Management
Texas
$9.77M
EWM
7
Empirical Wealth Management
Washington
$8.47M +$981K +16,523 +13%
Morgan Stanley
8
Morgan Stanley
New York
$8.45M +$3.26M +54,969 +63%
CC
9
Cassaday & Co
Virginia
$7.55M +$5.66M +95,375 +299%
LPL Financial
10
LPL Financial
California
$6.45M +$1.62M +27,290 +33%
KBFS
11
Kohmann Bosshard Financial Services
Ohio
$5.06M +$375K +6,314 +8%
CAM
12
Crestone Asset Management
Colorado
$4.98M
OIA
13
OneDigital Investment Advisors
Kansas
$4.51M -$717K -12,078 -14%
GPWA
14
Great Point Wealth Advisors
Massachusetts
$4.39M -$18.2K -306 -0.4%
UBS Group
15
UBS Group
Switzerland
$4.19M +$424K +7,142 +11%
WMG
16
WESCAP Management Group
California
$4.07M -$55.3K -932 -1%
PFA
17
Pure Financial Advisors
California
$3M +$757K +12,755 +34%
MC
18
Martin & Co
Tennessee
$2.99M -$22.5K -379 -0.7%
MWM
19
Merriman Wealth Management
Washington
$2.92M -$143K -2,410 -5%
TIM
20
Tortoise Investment Management
New York
$2.58M +$334K +5,630 +15%
CWM
21
CarsonAllaria Wealth Management
Illinois
$2.54M +$2.54M +42,783 New
EH
22
Equitable Holdings
New York
$2.5M +$5.94K +100 +0.2%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$2.42M +$7.96K +134 +0.3%
RFWA
24
RPg Family Wealth Advisory
Massachusetts
$2.38M +$9.8K +165 +0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.32M +$2.32M +39,030 New