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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
651
Leo Brokerage
Texas
$887K +$893K +22,466 New
NCM
652
Noesis Capital Mangement
Florida
$884K -$109K -2,736 -11%
HIA
653
Harbor Investment Advisory
Maryland
$870K +$137K +3,450 +19%
JFG
654
JMG Financial Group
Illinois
$851K -$1.59K -40 -0.2%
MWM
655
Mission Wealth Management
California
$848K +$21.6K +543 +3%
AP
656
Appleton Partners
Massachusetts
$841K -$2.58K -65 -0.3%
SWP
657
ShoreHaven Wealth Partners
New Jersey
$831K -$1.32M -33,269 -61%
PFC
658
Phocas Financial Corp
California
$830K +$737K +18,534 +741%
SSWM
659
Strait & Sound Wealth Management
California
$829K +$119K +3,000 +17%
PFPT
660
Pinnacle Financial Partners (Tennessee)
Tennessee
$828K +$260K +6,536 +45%
EWA
661
Exencial Wealth Advisors
Oklahoma
$822K – – –
WCM
662
Washburn Capital Management
Florida
$822K +$828K +20,820 New
CSPIA
663
Cary Street Partners Investment Advisory
Virginia
$814K -$74.6K -1,876 -8%
WS
664
Wedbush Securities
California
$813K +$271K +6,819 +49%
KFP
665
KMG Fiduciary Partners
Ohio
$811K +$817K +20,550 New
RBC
666
Roble Belko & Company
Pennsylvania
$810K – – –
WDL
667
Well Done LLC
Michigan
$807K +$399K +10,037 +96%
PA
668
Procyon Advisors
Connecticut
$807K +$596 +15 +0.1%
CWM
669
Cedar Wealth Management
California
$806K – – –
UBV
670
United Bank (Virginia)
Virginia
$802K – – –
LB
671
Legacy Bridge
Iowa
$802K – – –
CWS
672
Cypress Wealth Services
California
$802K -$763K -19,181 -49%
BFM
673
Boston Financial Management
Massachusetts
$798K -$29.8K -749 -4%
PA
674
Perennial Advisors
New York
$793K -$26.6K -670 -3%
CWM
675
Chesapeake Wealth Management
Virginia
$792K +$39K +981 +5%
25 26
27
28 29