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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
376
One Capital Management
California
$638K +$992 +29 +0.2%
SPIA
377
Steward Partners Investment Advisory
New York
$620K +$4.04K +118 +0.7%
AR
378
Apeiron RIA
Texas
$618K -$114K -3,331 -16%
MFA
379
Morling Financial Advisors
California
$612K -$3.49K -102 -0.6%
RWPA
380
Richard W. Paul & Associates
Michigan
$610K +$101K +2,965 +20%
VCM
381
Vivaldi Capital Management
Illinois
$609K -$686K -20,069 -53%
CWM
382
Cabot Wealth Management
Massachusetts
$605K – – –
AT
383
American Trust
Kentucky
$593K +$513 +15 +0.1%
WAG
384
Wallace Advisory Group
California
$592K – – –
FMWA
385
Forvis Mazars Wealth Advisors
Missouri
$587K -$12.7K -371 -2%
PFA
386
Professional Financial Advisors
Nebraska
$583K +$138K +4,050 +31%
EWA
387
EP Wealth Advisors
California
$567K -$249K -7,275 -21%
AWAU
388
Alliance Wealth Advisors (Utah)
Utah
$566K +$4.14K +121 +0.7%
FIM
389
Freedom Investment Management
Connecticut
$565K +$234K +6,854 +71%
WFAG
390
Worth Financial Advisory Group
North Carolina
$564K +$26.9K +787 +5%
RW
391
Rede Wealth
Virginia
$563K +$82.8K +2,423 +17%
GFPC
392
Global Financial Private Client
Florida
$559K +$152K +4,446 +38%
HKIMG
393
Hutchens & Kramer Investment Management Group
Indiana
$558K -$57.5K -1,681 -9%
RWA
394
Rooted Wealth Advisors
Illinois
$554K -$4.07M -119,052 -88%
WPC
395
Wedmont Private Capital
Pennsylvania
$553K – – –
ATC
396
Argent Trust Co
Tennessee
$551K +$548K +16,014 New
BWP
397
Balboa Wealth Partners
Arizona
$549K +$258K +7,546 +90%
WP
398
WealthShield Partners
North Carolina
$544K +$117K +3,433 +28%
TW
399
Towerpoint Wealth
California
$540K -$42.5K -1,243 -7%
SG
400
StoneX Group
New York
$540K -$72.2K -2,112 -12%
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