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State Street SPDR Portfolio Emerging Markets ETF
SPEM

Name Holding Trade Value Shares
Change 		Change in
Stake
DFP
751
Donalies Financial Planning
District of Columbia
$308K – – –
CAAM
752
Cornerstone Advisors Asset Management
Pennsylvania
$305K -$6.09K -125 -2%
KAS
753
KPP Advisory Services
Kentucky
$302K +$3.65K +75 +1%
AMG
754
APS Management Group
California
$300K -$1.41K -29 -0.5%
HNWAG
755
High Net Worth Advisory Group
Florida
$297K – – –
GW
756
Graetz Wealth
Michigan
$297K -$4.87K -100 -2%
GWM
757
Gilpin Wealth Management
Colorado
$296K -$14.6K -300 -5%
NFP
758
Narus Financial Partners
Utah
$295K +$23K +472 +8%
KLI
759
Kelman-Lazarov Inc
Tennessee
$294K +$9.89K +203 +3%
EI
760
Ethic Inc
New York
$293K +$304K +6,239 New
SWA
761
Sax Wealth Advisors
New Jersey
$292K – – –
WT
762
Whittier Trust
California
$292K – – –
ASW
763
Astoria Strategic Wealth
Texas
$290K -$1.51K -31 -0.5%
TWM
764
Thrive Wealth Management
Pennsylvania
$287K +$3.56K +73 +1%
VPWA
765
Vestia Personal Wealth Advisors
Indiana
$285K +$731 +15 +0.2%
AP
766
Aspect Partners
Virginia
$285K – – –
FCM
767
Fourpath Capital Management
Oklahoma
$285K – – –
CIA
768
Concurrent Investment Advisors
Florida
$281K +$63.6K +1,306 +28%
PFG
769
Prosperity Financial Group
California
$277K +$287K +5,895 New
CWM
770
Connecticut Wealth Management
Connecticut
$273K +$284K +5,830 New
JCM
771
J2 Capital Management
Michigan
$269K +$17.6K +362 +7%
TC
772
Trust Company
Kansas
$268K +$58.7K +1,204 +27%
AG
773
AlTi Global
New York
$265K +$276K +5,657 New
TWP
774
Triad Wealth Partners
Kansas
$262K -$31.5K -647 -10%
FFA
775
Fragasso Financial Advisors
Pennsylvania
$260K -$34.4K -707 -11%
29 30
31
32 33