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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
501
Integrated Wealth Concepts
Massachusetts
$1.6M -$332K -7,032 -17%
CH
502
Canton Hathaway
Rhode Island
$1.6M – – –
SS
503
Sunbelt Securities
Texas
$1.6M +$48.4K +1,025 +3%
TPCW
504
TD Private Client Wealth
New York
$1.6M -$2.19M -46,480 -57%
BCWM
505
Bartlett & Co Wealth Management
Ohio
$1.6M +$77.5K +1,642 +5%
IWA
506
Intercontinental Wealth Advisors
Texas
$1.6M -$106K -2,241 -6%
BC
507
Bartlett & Co
Ohio
$1.6M +$77.5K +1,642 +5%
CCM
508
Covington Capital Management
California
$1.59M -$271K -5,750 -14%
DPI
509
Diversified Portfolios Inc
Michigan
$1.58M -$90.7K -1,922 -5%
MC
510
Middleton & Co
Massachusetts
$1.57M -$260K -5,500 -14%
BRWA
511
B. Riley Wealth Advisors
Florida
$1.56M -$187K -3,961 -10%
TI
512
Truepoint Inc
Ohio
$1.55M -$5.29K -112 -0.3%
SCG
513
Sonata Capital Group
Washington
$1.55M -$528K -11,196 -25%
MFG
514
Magnus Financial Group
New York
$1.54M +$209K +4,422 +15%
FHB
515
First Hawaiian Bank
Hawaii
$1.54M – – –
EWA
516
Exencial Wealth Advisors
Oklahoma
$1.54M +$221K +4,675 +16%
GRP
517
Global Retirement Partners
California
$1.54M +$1.79M +37,845 New
AWS
518
Atria Wealth Solutions
New York
$1.54M +$1.61M +34,110 New
BWAM
519
Boyd Watterson Asset Management
Ohio
$1.53M +$33K +700 +2%
PWM
520
Palumbo Wealth Management
New York
$1.53M +$33.2K +703 +2%
YAVAPFMC
521
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.52M – – –
WTA
522
Washington Trust Advisors
Massachusetts
$1.51M -$13.9K -295 -0.9%
BHWM
523
Bar Harbor Wealth Management
New Hampshire
$1.5M -$27.8K -590 -2%
MHIC
524
Marble Harbor Investment Counsel
Massachusetts
$1.49M -$89.7K -1,900 -5%
WP
525
WealthSource Partners
California
$1.48M +$542K +11,484 +54%
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