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State Street SPDR Portfolio Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Laidlaw Wealth Management
New York
$599K +$57.7K +1,349 +10%
RHBC
352
R.H. Bluestein & Co
Michigan
$589K +$389K +9,100 +178%
PA
353
Parallel Advisors
California
$583K -$86.4K -2,021 -13%
BF
354
BOK Financial
Oklahoma
$579K +$20.3K +474 +4%
TC
355
TAP Consulting
Missouri
$577K -$381K -8,909 -39%
DHGWA
356
Dixon Hughes Goodman Wealth Advisors
North Carolina
$560K +$577K +13,491 New
CIC
357
Carnegie Investment Counsel
Ohio
$558K -$3.33K -78 -0.6%
Bank of New York Mellon
358
Bank of New York Mellon
New York
$546K -$1.43M -33,447 -72%
QC
359
Quent Capital
New York
$543K +$560K +13,099 New
SPIA
360
Steward Partners Investment Advisory
New York
$540K +$11K +257 +2%
EWM
361
Empirical Wealth Management
Washington
$538K -$10.6K -248 -2%
EFS
362
Essex Financial Services
Connecticut
$534K +$550K +12,863 New
ERIC
363
Eagle Rock Investment Company
Georgia
$534K +$550K +12,875 New
OC
364
Oppenheimer & Co
New York
$531K +$25.7K +600 +5%
Goldman Sachs
365
Goldman Sachs
New York
$528K +$262K +6,119 +93%
CCWA
366
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$521K -$1.5M -35,071 -74%
AC
367
AWM Capital
Arizona
$521K +$5.64K +132 +1%
PFA
368
Professional Financial Advisors
Nebraska
$512K +$24.6K +575 +5%
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$512K +$527K +12,327 New
OGF
370
Orin Green Financial
California
$503K +$29.1K +681 +6%
PFA
371
Pinnacle Family Advisors
Missouri
$495K +$217K +5,068 +74%
LF
372
Lantz Financial
Illinois
$491K -$123K -2,875 -20%
SS
373
Simplicity Solutions
Minnesota
$485K -$3.65M -85,350 -88%
SWM
374
Spire Wealth Management
Virginia
$485K -$4.32K -101 -0.9%
HFS
375
Howard Financial Services
Texas
$482K -$2.05K -48 -0.4%