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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
501
Lake Point Wealth Management
Texas
$4K – – –
TLFA
502
True Link Financial Advisors
California
$4K – – –
TWP
503
TFO Wealth Partners
Ohio
$4K +$1.69K +39 +85%
SWA
504
Sutton Wealth Advisors
Florida
$3.66K – – –
HPC
505
HM Payson & Co
Maine
$3K – – –
AIL
506
AGF Investments LLC
Ontario, Canada
$2K – – –
PWMG
507
Prestige Wealth Management Group
New Jersey
$2K – – –
OSAM
508
O'Shaughnessy Asset Management
Connecticut
$2K +$2.52K +58 New
BC
509
Barnett & Company
Tennessee
$1K -$60.8K -1,400 -98%
MD
510
Money Design
Japan
$1K -$2.91K -67 -85%
BW
511
Bison Wealth
Georgia
$1K – – –
EVM
512
Eaton Vance Management
Massachusetts
$1K – – –
HFS
513
Hantz Financial Services
Michigan
$1K – – –
S
514
SignatureFD
Georgia
$1K – – –
JFGIW
515
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.22K +28 New
HI
516
Horizon Investments
North Carolina
– -$34.4M -755,805 Closed
IC
517
Iconiq Capital
California
– -$28.4M -624,722 Closed
KOC
518
Koss-Olinger Consulting
Florida
– -$18.6M -408,405 Closed
AIM
519
Astor Investment Management
Illinois
– -$11.8M -260,043 Closed
LWAC
520
Laurel Wealth Advisors (California)
California
– -$10M -220,437 Closed
WCFA
521
Walkner Condon Financial Advisors
Wisconsin
– -$8.45M -185,372 Closed
QA
522
Quantitative Advantage
Minnesota
– -$5.13M -112,729 Closed
SFI
523
SPC Financial Inc
Maryland
– -$3.36M -73,931 Closed
ARG
524
Advisory Resource Group
Oklahoma
– -$3.12M -68,667 Closed
MIAN
525
Mariner Independent Advisor Network
Kansas
– -$2.26M -49,707 Closed
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