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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
776
Pinnacle Bancorp
Nebraska
$484K -$73.2K -1,840 -13%
AWM
777
AAF Wealth Management
Massachusetts
$480K -$1.59M -39,856 -77%
CCG
778
Coastwise Capital Group
California
$479K +$42K +1,055 +10%
LWM
779
Lakeridge Wealth Management
Ohio
$479K -$11.5K -288 -2%
CD
780
Chapin Davis
Maryland
$477K -$14.7K -370 -3%
SMA
781
Sage Mountain Advisors
Georgia
$474K -$8.36K -210 -2%
R
782
Rebalance
California
$474K – – –
CTA
783
Chesley Taft & Associates
Illinois
$472K -$67K -1,684 -13%
IWP
784
Innova Wealth Partners
Pennsylvania
$472K +$457K +11,482 New
PI
785
PFG Investments
New York
$470K +$23.9K +600 +6%
XT
786
XTX Topco
Cayman Islands
$469K +$455K +11,426 New
ARA
787
Alexander Randolph Advisory
Virginia
$466K -$286K -7,200 -39%
NP
788
NorthRock Partners
Minnesota
$465K -$1.92M -48,263 -81%
HPC
789
HM Payson & Co
Maine
$465K -$132K -3,305 -23%
RPSA
790
Richard P. Slaughter Associates
Texas
$464K -$31K -780 -6%
BCM
791
Boltwood Capital Management
California
$463K +$3.38K +85 +0.8%
1CM
792
1492 Capital Management
Wisconsin
$461K +$4.7K +118 +1%
HIA
793
Harbor Investment Advisory
Maryland
$458K -$53.7K -1,350 -11%
DPI
794
Diversified Portfolios Inc
Michigan
$456K +$53.7K +1,350 +14%
WFA
795
Wade Financial Advisory
California
$455K – – –
MTIC
796
Missouri Trust & Investment Company
Missouri
$455K -$517K -13,000 -54%
NS
797
NBC Securities
Alabama
$455K -$20.1K -506 -4%
LFASL
798
Lugano Financial Advisors SA (LFA)
Switzerland
$455K +$9.83K +247 +2%
PIA
799
Powell Investment Advisors
Florida
$450K – – –
CWG
800
Cornerstone Wealth Group
North Carolina
$449K +$435K +10,932 New
30 31
32
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