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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
376
Stone Summit Wealth
Florida
$504K +$113K +2,807 +28%
SCM
377
Southport Capital Management
Tennessee
$502K -$636K -15,793 -55%
AAS
378
Avantax Advisory Services
Texas
$501K -$78.8K -1,956 -13%
PFA
379
Pinnacle Family Advisors
Missouri
$501K +$41.1K +1,020 +9%
PFA
380
Professional Financial Advisors
Nebraska
$498K +$22.6K +560 +5%
EFS
381
Essex Financial Services
Connecticut
$497K – – –
CCWA
382
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$477K -$7.74K -192 -2%
CFG
383
Cooper Financial Group
California
$470K +$52.5K +1,304 +12%
OGF
384
Orin Green Financial
California
$469K +$9.91K +246 +2%
TI
385
Trexquant Investment
Connecticut
$448K -$147K -3,651 -24%
SWM
386
Spire Wealth Management
Virginia
$448K -$4.39K -109 -0.9%
SAM
387
Strategic Asset Management
Minnesota
$446K -$1.73K -43 -0.4%
AWM
388
Aspire Wealth Management
Massachusetts
$445K +$464K +11,506 New
CFAM
389
Center For Asset Management
Florida
$445K +$464K +11,525 New
FPGK
390
Financial Partners Group (Kansas)
Kansas
$439K – – –
BDF
391
Balasa Dinverno & Foltz
$439K +$7.41K +184 +2%
HFS
392
Howard Financial Services
Texas
$430K -$19.5K -483 -4%
CPIG
393
Chicago Partners Investment Group
Illinois
$427K +$128K +3,167 +35%
BCA
394
Bay Colony Advisors
Massachusetts
$427K +$445K +11,042 New
PP
395
Pacifica Partners
Canada
$415K -$23.6K -585 -5%
SB
396
Strategic Blueprint
Georgia
$414K -$11.3K -280 -3%
WFM
397
Wolff Financial Management
Michigan
$414K +$8.5K +211 +2%
RIS
398
Retirement Income Solutions
Michigan
$412K -$199K -4,928 -32%
VF
399
Virtu Financial
New York
$412K +$430K +10,675 New
CT
400
Coastline Trust
Rhode Island
$411K -$22.2K -550 -5%
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16
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