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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
526
PFG Private Wealth Management
Florida
$36K -$11.6K -320 -24%
BHWM
527
Bay Harbor Wealth Management
Maryland
$35K -$36.1K -1,001 -50%
SFA
528
Semmax Financial Advisors
North Carolina
$35K – – –
TCWM
529
Total Clarity Wealth Management
Illinois
$35K +$36.3K +1,006 New
S
530
Surevest
California
$30K – – –
AIM
531
Anchor Investment Management
South Carolina
$27.8K – – –
NC
532
NewSquare Capital
Pennsylvania
$27K – – –
SFCL
533
Strengthening Families & Communities LLC
Massachusetts
$25K – – –
COCM
534
Charter Oak Capital Management
New Hampshire
$24K +$3.83K +106 +18%
CMBA
535
C.M. Bidwell & Associates
Hawaii
$24K +$25.3K +700 New
FCB
536
First Command Bank
Texas
$23K – – –
FCFS
537
First Command Financial Services
Texas
$23K – – –
PP
538
PrairieView Partners
Minnesota
$21K – – –
IRC
539
Investors Research Corp
Georgia
$19K – – –
AA
540
Ancora Advisors
Ohio
$19K +$1.55K +43 +8%
CMP
541
Coston McIsaac & Partners
Maine
$18K +$18.5K +511 New
FDCDDQ
542
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
ZIG
543
Zullo Investment Group
Pennsylvania
$17K +$108 +3 +0.6%
PA
544
PSI Advisors
Florida
$16K +$1.77K +49 +12%
TFA
545
Transamerica Financial Advisors
Florida
$15K +$15.2K +421 New
BCV
546
Banque Cantonale Vaudoise
Switzerland
$14K – – –
FWP
547
FAS Wealth Partners
Kansas
$14K – – –
JWM
548
Janiczek Wealth Management
Colorado
$14K – – –
BCMLT
549
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K – – –
SWA
550
SOA Wealth Advisors
New York
$13K +$14.2K +392 New
20 21
22
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