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State Street SPDR Portfolio Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFAC
651
Urban Financial Advisory Corp
Illinois
$466K +$11.3K +239 +2%
AWM
652
Angeles Wealth Management
California
$463K – – –
AWMI
653
Aegis Wealth Management (Iowa)
Iowa
$460K +$463K +9,830 New
CA
654
Claro Advisors
Massachusetts
$458K +$7.3K +155 +2%
WIM
655
Wiregrass Investment Management
Georgia
$458K +$461K +9,789 New
KFP
656
Keener Financial Planning
Texas
$457K -$56.1K -1,192 -11%
BG
657
Bahl & Gaynor
Ohio
$457K – – –
TWM
658
TSA Wealth Management
Texas
$452K -$47 -1 -0%
VW
659
Vantus Wealth
Pennsylvania
$451K +$454K +9,640 New
BTWM
660
Baker Tilly Wealth Management
Wisconsin
$448K +$40.9K +868 +10%
SW
661
SkyOak Wealth
Michigan
$448K +$47 +1 +0%
Neuberger Berman Group
662
Neuberger Berman Group
New York
$445K +$21.1K +449 +5%
KPWS
663
Kestra Private Wealth Services
Texas
$444K -$73.3K -1,557 -14%
EWM
664
Evolution Wealth Management
Florida
$442K +$271K +5,766 +156%
SA
665
Sovran Advisors
California
$439K -$57.4K -1,220 -12%
TAP
666
TSG Advice Partners
Ohio
$438K +$440K +9,347 New
RW
667
Regimen Wealth
Georgia
$434K +$43.8K +931 +11%
BWFA
668
Baltimore-Washington Financial Advisors
Maryland
$430K -$31.2K -663 -7%
FFP
669
Forbes Financial Planning
Rhode Island
$427K -$1.72M -36,490 -80%
WC
670
Waterloo Capital
Texas
$424K -$6.54K -139 -2%
MSA
671
Marino Stram & Associates
Massachusetts
$423K +$18K +382 +4%
TA
672
TFB Advisors
Kansas
$421K +$33K +702 +8%
GKWIM
673
Gerber Kawasaki Wealth & Investment Management
California
$421K +$64.9K +1,378 +18%
GWANC
674
Guardian Wealth Advisors (North Carolina)
North Carolina
$419K +$59.3K +1,260 +16%
RM
675
RCW Management
Florida
$416K +$418K +8,883 New