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State Street SPDR Portfolio Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
751
Topsail Wealth Management
North Carolina
$193K +$183K +4,125 New
CJ
752
Caitlin John
Michigan
$188K +$178K +4,010 New
WP
753
WealthShield Partners
North Carolina
$185K – – –
National Bank of Canada
754
National Bank of Canada
Quebec, Canada
$179K +$127K +2,854 +295%
EWM
755
Evolution Wealth Management
Florida
$173K – – –
BWL
756
Bogart Wealth LLC
Virginia
$169K – – –
RPCA
757
Running Point Capital Advisors
California
$167K – – –
PAG
758
Paladin Advisory Group
Iowa
$162K -$1.6K -36 -1%
CWM
759
Copia Wealth Management
Oregon
$162K -$6.89K -155 -4%
WANY
760
Wealthspire Advisors (New York)
New York
$162K +$154K +3,453 New
LI
761
LRI Investments
Florida
$159K – – –
WA
762
Westfuller Advisors
New York
$154K +$146K +3,289 New
GA
763
Guerra Advisors
Florida
$148K +$141K +3,165 New
RWM
764
Raffa Wealth Management
District of Columbia
$139K – – –
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$130K – – –
GWS
766
Glassman Wealth Services
Virginia
$125K +$4.71K +106 +4%
SS
767
SBI Securities
Japan
$120K -$5.69K -128 -5%
RWM
768
Rialto Wealth Management
New York
$118K – – –
RFP
769
Root Financial Partners
California
$117K +$111K +2,491 New
KFP
770
Kerr Financial Planning
California
$113K +$106K +2,390 New
PWA
771
Provenance Wealth Advisors
Florida
$112K – – –
BI
772
Binnacle Investments
Iowa
$103K – – –
MIA
773
MeadowBrook Investment Advisors
Michigan
$99.4K – – –
VNA
774
Valley National Advisers
Pennsylvania
$99K – – –
GJIA
775
Glass Jacobson Investment Advisors
Maryland
$88.8K +$14.3K +321 +20%