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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
726
Acropolis Investment Management
Missouri
$817K +$6.39K +127 +0.8%
BWM
727
BigSur Wealth Management
Florida
$809K – – –
CA
728
Crewe Advisors
Utah
$807K +$777K +15,451 +1,435%
CAM
729
Carret Asset Management
New York
$806K -$2.01K -40 -0.2%
EFS
730
Essex Financial Services
Connecticut
$801K +$159K +3,155 +24%
MCM
731
Monarch Capital Management
Indiana
$800K – – –
WC
732
Woodstock Corp
Massachusetts
$796K – – –
MFG
733
Merit Financial Group
Georgia
$796K +$1.16K +23 +0.1%
MFW
734
Meristem Family Wealth
Minnesota
$793K -$416K -8,277 -34%
IC
735
Innealta Capital
Texas
$793K +$816K +16,225 New
DHFB
736
Dixon Hubard Feinour & Brown
Virginia
$791K +$73K +1,450 +10%
SCA
737
Stonebridge Capital Advisors
Minnesota
$790K +$126K +2,500 +18%
KPCM
738
Kings Point Capital Management
New York
$787K – – –
MSAGDF
739
Moneda SA Administradora General de Fondos
Chile
$782K -$21.8K -433 -3%
RCWMU
740
Rothschild & Co Wealth Management (UK)
United Kingdom
$782K +$13.5K +268 +2%
LFAS
741
Level Four Advisory Services
Texas
$779K +$127K +2,522 +19%
KA
742
Klingman & Associates
New York
$777K -$191K -3,799 -19%
BWM
743
Bulltick Wealth Management
Florida
$775K – – –
GC
744
Garde Capital
Washington
$775K +$206K +4,090 +35%
CT
745
Caldwell Trust
Florida
$773K -$12.8K -254 -2%
AAM
746
Autus Asset Management
Arizona
$768K -$26.2K -520 -3%
1WM
747
1900 Wealth Management
Texas
$768K +$226K +4,486 +40%
ODG
748
O'Dell Group
Ohio
$766K +$8.96K +178 +1%
OHWP
749
Oak Harbor Wealth Partners
North Carolina
$766K +$789K +15,679 New
EWS
750
Evergreen Wealth Solutions
Pennsylvania
$764K +$787K +15,638 New
28 29
30
31 32