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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
251
United Capital Financial Advisors
Texas
$4.64M -$589K -12,079 -11%
PG
252
Proffitt & Goodson
Tennessee
$4.63M -$80.4K -1,650 -2%
AL
253
ADE LLC
Maryland
$4.58M -$23.1K -475 -0.5%
CFA
254
Churchill Financial Advisors
Kentucky
$4.57M +$317K +6,509 +7%
RIS
255
Richmond Investment Services
Wisconsin
$4.57M +$84.5K +1,734 +2%
KFI
256
Key Financial Inc
Pennsylvania
$4.56M +$152K +3,126 +3%
TAM
257
TCP Asset Management
Ohio
$4.54M +$4.71M +96,763 New
EWA
258
Exencial Wealth Advisors
Oklahoma
$4.5M -$72.1K -1,479 -2%
EFG
259
Ehrlich Financial Group
California
$4.5M -$2.46M -50,523 -35%
FMI
260
Financial Management Inc
Arkansas
$4.46M +$364K +7,480 +9%
AF
261
Abound Financial
California
$4.39M -$6M -123,106 -57%
CF
262
Collier Financial
Colorado
$4.38M -$47K -964 -1%
VIM
263
Vista Investment Management
Pennsylvania
$4.37M +$79.6K +1,634 +2%
CWM
264
Cornerstone Wealth Management
Missouri
$4.32M +$635K +13,042 +16%
BIP
265
Blueprint Investment Partners
North Carolina
$4.32M +$675K +13,862 +18%
GPWA
266
Great Point Wealth Advisors
Massachusetts
$4.31M -$42.5K -872 -0.9%
AWMG
267
Alliance Wealth Management Group
New Jersey
$4.28M +$83.7K +1,718 +2%
OL
268
Optas LLC
Texas
$4.26M +$13.9K +286 +0.3%
AO
269
Advisor OS
Illinois
$4.17M +$2.28M +46,719 +111%
AC
270
AlphaCore Capital
California
$4.15M -$189K -3,889 -4%
EIM
271
Ervin Investment Management
Washington
$4.15M +$191K +3,911 +5%
AI
272
Axos Invest
Nevada
$4.12M +$876K +17,987 +26%
RWRC
273
R.W. Roge & Company
New York
$4.09M -$62.3K -1,278 -1%
HAC
274
Harbor Advisory Corp
New Hampshire
$4.05M – – –
SWTS
275
Stonehaven Wealth & Tax Solutions
Wisconsin
$4.05M +$11.6K +239 +0.3%
9 10
11
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