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iShares MSCI Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
651
Strategic Wealth Partners Group
Illinois
$825K +$7.75K +210 +1%
NA
652
NewEdge Advisors
Louisiana
$821K +$483K +13,103 +51%
JFG
653
JMG Financial Group
Illinois
$819K -$306K -8,295 -28%
DFC
654
DB Fitzpatrick & Co
Idaho
$818K -$41.3K -1,119 -5%
AP
655
Appleton Partners
Massachusetts
$810K +$71.9K +1,950 +10%
TA
656
Tiedemann Advisors
New York
$805K +$166K +4,487 +27%
PWAC
657
Private Wealth Advisors (California)
California
$800K +$779K +21,106 New
Arrowstreet Capital
658
Arrowstreet Capital
Massachusetts
$799K -$46.3K -1,256 -6%
BFM
659
Boston Financial Management
Massachusetts
$795K +$169K +4,570 +28%
MWM
660
Mission Wealth Management
California
$794K -$41.9K -1,136 -5%
BTI
661
Blue Trust Inc
Georgia
$793K +$35.2K +953 +4%
LFASL
662
Lugano Financial Advisors SA (LFA)
Switzerland
$790K +$102K +2,771 +15%
EWA
663
Exencial Wealth Advisors
Oklahoma
$789K -$345K -9,361 -31%
TPCW
664
TD Private Client Wealth
New York
$789K +$94.3K +2,555 +14%
LPAM
665
Lodestar Private Asset Management
California
$788K +$767K +20,780 New
PA
666
Perennial Advisors
New York
$788K +$11.8K +319 +2%
CWA
667
CM Wealth Advisors
Ohio
$786K
IFAM
668
Institutional & Family Asset Management
Colorado
$781K +$708K +19,184 +1,338%
FPIS
669
Financial Planning & Information Services
Wisconsin
$778K -$115K -3,114 -13%
RBC
670
Roble Belko & Company
Pennsylvania
$778K +$239K +6,475 +46%
PA
671
Procyon Advisors
Connecticut
$775K -$166K -4,507 -18%
CWM
672
Cedar Wealth Management
California
$774K
UBV
673
United Bank (Virginia)
Virginia
$771K
LB
674
Legacy Bridge
Iowa
$771K -$9.22K -250 -1%
GIA
675
Gladstone Institutional Advisory
Florida
$769K +$339K +9,179 +83%