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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
801
Sightline Wealth Advisors
Connecticut
$496K +$483K +13,083 New
BBHC
802
Brown Brothers Harriman & Co
New York
$491K -$202K -5,467 -30%
JIR
803
James Investment Research
Ohio
$491K +$15K +406 +3%
TCOV
804
Trust Company of Vermont
Vermont
$490K -$52.1K -1,411 -10%
PCIA
805
Prime Capital Investment Advisors
Kansas
$488K -$26.9K -728 -5%
MA
806
Mutual Advisors
Nebraska
$487K -$59.7K -1,619 -11%
JFG
807
JDM Financial Group
Texas
$484K +$471K +12,760 New
CD
808
Chapin Davis
Maryland
$483K +$471K +12,753 New
FCCM
809
First City Capital Management
Georgia
$482K +$28K +760 +6%
AA
810
Ancora Advisors
Ohio
$481K -$314K -8,509 -40%
IAIM
811
International Assets Investment Management
Florida
$480K +$468K +12,675 New
AUB
812
Atlantic Union Bankshares
Virginia
$480K +$467K +12,667 New
FFN
813
Focus Financial Network
Minnesota
$480K +$467K +12,664 New
CA
814
Cetera Advisors
Colorado
$478K +$30.9K +837 +7%
GVAG
815
Great Valley Advisor Group
Delaware
$477K -$44.9K -1,218 -9%
PB
816
Pinnacle Bancorp
Nebraska
$474K +$5.02K +136 +1%
SFS
817
Summit Financial Strategies
Ohio
$465K +$114K +3,098 +34%
AWM
818
Axxcess Wealth Management
California
$465K -$920K -24,944 -67%
CCP
819
Clarkston Capital Partners
Michigan
$464K – – –
NCM
820
Narwhal Capital Management
Georgia
$464K – – –
SAM
821
Silvercrest Asset Management
New York
$463K – – –
OHWP
822
Oak Harbor Wealth Partners
North Carolina
$462K -$959 -26 -0.2%
FG
823
Foster Group
Iowa
$460K – – –
CMP
824
Courage Miller Partners
Virginia
$460K -$332 -9 -0.1%
CCA
825
Cobblestone Capital Advisors
New York
$459K +$103K +2,801 +30%
31 32
33
34 35