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State Street SPDR Portfolio Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$402K +$153K +4,627 +66%
WAM
177
Watermark Asset Management
California
$396K +$6.43K +195 +2%
CT
178
Coastline Trust
Rhode Island
$393K +$400K +12,135 New
GVAG
179
Great Valley Advisor Group
Delaware
$391K +$438K +13,278 New
ZIG
180
Zurich Insurance Group
Switzerland
$382K +$389K +11,800 New
SFS
181
Sowell Financial Services
Arkansas
$382K +$389K +11,811 New
PG
182
Proffitt & Goodson
Tennessee
$380K +$371K +11,243 +2,200%
IB
183
Intrust Bank
Kansas
$380K +$388K +11,756 New
BAM
184
Berkshire Asset Management
Pennsylvania
$372K +$127K +3,847 +50%
AIS
185
Accurate Investment Solutions
Pennsylvania
$367K -$1.39K -42 -0.4%
AF
186
Advisornet Financial
Minnesota
$366K -$312K -9,453 -46%
FPCP
187
Fort Point Capital Partners
California
$354K +$360K +10,926 New
NFG
188
NewFocus Financial Group
Washington
$353K -$963K -29,214 -73%
LFG
189
LifePlan Financial Group
Ohio
$352K -$34.1K -1,034 -9%
PP
190
PrairieView Partners
Minnesota
$350K +$357K +10,820 New
Renaissance Technologies
191
Renaissance Technologies
New York
$343K +$350K +10,600 New
SHIM
192
Stone House Investment Management
Pennsylvania
$330K -$172K -5,231 -34%
VBFP
193
Valtinson Bruner Financial Planning
Minnesota
$329K +$335K +10,171 New
PWM
194
Paulson Wealth Management
Illinois
$328K +$319K +9,682 New
BA
195
BKS Advisors
Michigan
$319K +$118K +3,565 +57%
PWA
196
Peterson Wealth Advisors
Utah
$311K +$18.7K +566 +6%
TA
197
TCG Advisors
Texas
$310K +$316K +9,579 New
NA
198
NewEdge Advisors
Louisiana
$307K
UAS
199
United Asset Strategies
New York
$302K +$21K +636 +7%
CAM
200
Concorde Asset Management
Michigan
$295K +$890 +27 +0.3%