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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
701
Autumn Glory Partners
Texas
$388K -$291K -5,980 -42%
RAM
702
Redmond Asset Management
Virginia
$388K +$4.73K +97 +1%
PA
703
PFG Advisors
Arizona
$388K -$124K -2,541 -24%
CWP
704
Cyndeo Wealth Partners
Florida
$384K – – –
WFS
705
Weitzel Financial Services
Iowa
$384K +$18.4K +377 +5%
DWA
706
Davis Wealth Advisors
New Hampshire
$383K -$97 -2 -0%
SA
707
Sovran Advisors
California
$381K -$74.1K -1,520 -17%
FA
708
FSA Advisors
Michigan
$380K -$243K -4,992 -38%
FCM
709
Firestone Capital Management
Florida
$375K – – –
WC
710
Waterloo Capital
Texas
$374K -$52.8K -1,083 -12%
EGA
711
E&G Advisors
Texas
$372K +$292 +6 +0.1%
KNW
712
Kesler Norman & Wride
Utah
$372K +$119K +2,438 +44%
SWM
713
Sterling Wealth Management
Illinois
$371K -$3.17K -65 -0.8%
LF
714
Lantz Financial
Illinois
$370K – – –
KCM
715
KM Capital Management
Texas
$369K -$85.8K -1,762 -20%
LWA
716
Legacy Wealth Advisors
Florida
$368K – – –
BTWM
717
Baker Tilly Wealth Management
Wisconsin
$366K -$87K -1,786 -19%
VCM
718
Virtue Capital Management
Tennessee
$366K +$19.1K +391 +5%
OWCM
719
One Wealth Capital Management
Arizona
$365K +$15.7K +323 +5%
VPP
720
Vertex Planning Partners
Illinois
$364K -$3.69M -75,754 -91%
C1AG
721
Client 1st Advisory Group
Florida
$363K -$6.97K -143 -2%
BJL
722
Brighton Jones LLC
Washington
$359K +$373K +7,650 New
EP
723
E6 Portfolios
Utah
$354K +$43.6K +895 +13%
CRA
724
Clear Retirement Advice
California
$350K – – –
DC
725
Destiny Capital
Colorado
$349K – – –
27 28
29
30 31