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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
751
Prospera Financial Services
Texas
$314K +$310K +7,609 New
FANJ
752
Financial Architects (New Jersey)
New Jersey
$310K +$488 +12 +0.2%
KIA
753
KCM Investment Advisors
California
$308K +$5.29K +130 +2%
BHBT
754
Burke & Herbert Bank & Trust
Virginia
$307K -$153K -3,765 -34%
WCWM
755
Wooster Corthell Wealth Management
Connecticut
$306K – – –
OIA
756
Optimum Investment Advisors
Illinois
$304K -$7.65K -188 -2%
AA
757
Ancora Advisors
Ohio
$303K -$34.8K -854 -10%
MHS
758
M Holdings Securities
Oregon
$301K +$53.1K +1,304 +22%
BBHC
759
Brown Brothers Harriman & Co
New York
$300K -$229K -5,635 -44%
RG
760
Rikoon Group
New Mexico
$300K – – –
CWM
761
Concert Wealth Management
California
$299K -$1.62M -39,708 -85%
SFG
762
StrategIQ Financial Group
Indiana
$298K -$3.01K -74 -1%
SFA
763
Sequoia Financial Advisors
Ohio
$297K +$36.5K +897 +14%
SXL
764
Summit X LLC
Missouri
$296K +$292K +7,180 New
HCM
765
Howland Capital Management
Massachusetts
$292K – – –
CCM
766
Compton Capital Management
Rhode Island
$287K -$32.2K -790 -10%
VA
767
Valmark Advisers
Ohio
$283K – – –
MIP
768
Marietta Investment Partners
Wisconsin
$282K -$2.04K -50 -0.7%
HHAM
769
HITE Hedge Asset Management
Massachusetts
$279K – – –
AMCA
770
Arthur M. Cohen & Associates
Illinois
$278K -$106K -2,601 -28%
DIA
771
Denver Investment Advisors
Colorado
$277K +$407 +10 +0.1%
WI
772
Wintrust Investments
Illinois
$276K – – –
CA
773
Cullinan Associates
Kentucky
$276K +$27.5K +675 +11%
MC
774
Moors & Cabot
Massachusetts
$276K +$55.6K +1,367 +26%
CWM
775
Cornerstone Wealth Management
Missouri
$274K +$268K +6,572 New
29 30
31
32 33