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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
626
Macroview Investment Management
Maryland
$655K +$12.9K +252 +2%
PIMG
627
Patriot Investment Management Group
Tennessee
$646K – – –
HP
628
Hilltop Partners
Indiana
$639K +$21.6K +423 +4%
GHAM
629
Gilman Hill Asset Management
Connecticut
$634K – – –
KDA
630
Kraft Davis & Associates
Missouri
$634K +$10.6K +207 +2%
TC
631
TownSquare Capital
Utah
$631K +$623K +12,184 New
SWM
632
Schwallier Wealth Management
Michigan
$629K -$3.45M -67,477 -85%
PRTG
633
Post Resch Tallon Group
New York
$628K +$102 +2 +0%
VW
634
Vantus Wealth
Pennsylvania
$625K +$617K +12,066 New
NFG
635
Nations Financial Group
Iowa
$624K -$3.12K -61 -0.5%
OWCM
636
One Wealth Capital Management
Arizona
$622K +$246K +4,810 +67%
WAG
637
Wallace Advisory Group
California
$619K +$54K +1,055 +10%
FWMP
638
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$613K +$563 +11 +0.1%
TBFA
639
Three Bearings Fiduciary Advisors
New Hampshire
$610K – – –
MWM
640
Maripau Wealth Management
Indiana
$602K +$74K +1,446 +14%
WF
641
Warner Financial
Maryland
$598K – – –
DB
642
Dravo Bay
Delaware
$595K -$20.2K -395 -3%
GHI
643
Gross & Hartman Investments
Pennsylvania
$595K -$239K -4,668 -29%
LPP
644
Life Planning Partners
Florida
$594K – – –
HIGP
645
Hill Investment Group Partners
Missouri
$591K -$17.1K -334 -3%
BBHC
646
Brown Brothers Harriman & Co
New York
$587K – – –
MG
647
Mather Group
Illinois
$586K -$32.1K -627 -5%
SWA
648
Strategies Wealth Advisors
Michigan
$583K +$57K +1,115 +11%
GCM
649
Gambit Capital Management
Tennessee
$582K +$17.9K +350 +3%
CWM
650
Connecticut Wealth Management
Connecticut
$581K +$276K +5,394 +93%
24 25
26
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