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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
476
Vise Technologies
New York
$596K -$33.1K -862 -6%
FTUS
477
Flow Traders U.S.
New York
$582K +$541K +14,107 New
PWM
478
Penobscot Wealth Management
Maine
$577K -$27.1K -706 -5%
RW
479
Rede Wealth
Virginia
$567K +$4.79K +125 +0.9%
CWM
480
Cabot Wealth Management
Massachusetts
$564K – – –
WIA
481
World Investment Advisors
California
$561K +$200K +5,217 +62%
CAC
482
Certified Advisory Corp
Florida
$557K +$45.7K +1,191 +10%
FPIS
483
Financial Planning & Information Services
Wisconsin
$556K -$4.53K -118 -0.9%
IWN
484
Independent Wealth Network
Iowa
$552K +$1.38K +36 +0.3%
RC
485
Rovin Capital
Arizona
$545K +$254K +6,623 +101%
KFP
486
Keener Financial Planning
Texas
$544K -$45.7K -1,191 -8%
TW
487
Towerpoint Wealth
California
$534K +$2.26K +59 +0.5%
OSAM
488
O'Shaughnessy Asset Management
Connecticut
$533K +$453K +11,801 +1,106%
BTWM
489
Baker Tilly Wealth Management
Wisconsin
$531K +$2.88K +75 +0.6%
FMWA
490
Forvis Mazars Wealth Advisors
Missouri
$530K -$19.9K -518 -4%
CIC
491
Carnegie Investment Counsel
Ohio
$529K -$51.8K -1,350 -10%
MWM
492
Meridian Wealth Management
Kentucky
$521K -$317K -8,274 -40%
PIMG
493
Patriot Investment Management Group
Tennessee
$515K – – –
WF
494
Warner Financial
Maryland
$511K -$499 -13 -0.1%
RFN
495
Redwood Financial Network
Ohio
$511K -$17.1K -447 -3%
BFG
496
Beacon Financial Group
Texas
$507K +$124K +3,230 +36%
WAG
497
Wallace Advisory Group
California
$507K – – –
CPA
498
Capital Planning Advisors
California
$500K +$169K +4,420 +58%
NW
499
NewEdge Wealth
Pennsylvania
$497K +$462K +12,045 New
LEA
500
Legacy Edge Advisors
New York
$497K +$62.1K +1,620 +16%
18 19
20
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