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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
751
Consilio Wealth Advisors
Washington
$597K +$255K +6,909 +78%
TWM
752
Thrive Wealth Management
Pennsylvania
$592K -$284K -7,698 -33%
TCOO
753
Trust Company of Oklahoma
Oklahoma
$591K – – –
TCPWM
754
Traverso Chambers Private Wealth Management
California
$587K – – –
BFO
755
Boston Family Office
Massachusetts
$584K – – –
ARC
756
Advisor Resource Council
Texas
$583K +$124K +3,369 +28%
PAM
757
Peak Asset Management
Colorado
$582K -$5.61K -152 -1%
RWP
758
Revolve Wealth Partners
New Jersey
$581K +$64.8K +1,757 +13%
SAM
759
Sequent Asset Management
Texas
$577K +$561K +15,218 New
TT
760
TI-Trust
Illinois
$576K +$44.5K +1,206 +9%
KM
761
Kabouter Management
Illinois
$570K -$522K -14,142 -49%
VCM
762
Vivaldi Capital Management
Illinois
$569K +$145K +3,943 +39%
CSWM
763
Cassady Schiller Wealth Management
Ohio
$562K -$165K -4,477 -23%
SFG
764
Sovereign Financial Group
Connecticut
$557K +$214K +5,811 +65%
GF
765
Gries Financial
Ohio
$556K +$111K +3,022 +26%
AF
766
Advisornet Financial
Minnesota
$556K +$37K +1,003 +7%
DI
767
DFPG Investments
Utah
$554K +$501K +13,575 New
GAM
768
Gould Asset Management
California
$553K +$538K +14,585 New
EIP
769
Easterly Investment Partners
Massachusetts
$552K +$37 +1 +0%
CTA
770
Chesley Taft & Associates
Illinois
$551K -$7.38K -200 -1%
MPW
771
MA Private Wealth
California
$549K +$443 +12 +0.1%
AIM
772
Acropolis Investment Management
Missouri
$549K -$46.2K -1,253 -8%
PFPT
773
Pinnacle Financial Partners (Tennessee)
Tennessee
$547K -$615K -16,668 -54%
SWA
774
Sax Wealth Advisors
New Jersey
$545K -$17.1K -464 -3%
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$544K -$28.1K -762 -5%
29 30
31
32 33