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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
826
Windsor Capital Management
Arizona
$437K -$11.2K -266 -2%
BFO
827
Biltmore Family Office
North Carolina
$435K +$16.8K +400 +4%
SCM
828
SOL Capital Management
Maryland
$434K +$11.5K +275 +3%
SFA
829
Sequoia Financial Advisors
Ohio
$433K -$218K -5,186 -32%
HCA
830
Harbour Capital Advisors
Virginia
$433K -$4.2K -100 -0.9%
LA
831
Lifeworks Advisors
Michigan
$431K -$30.4K -724 -6%
ACS
832
Archford Capital Strategies
Illinois
$429K +$6.84K +163 +2%
WTFG
833
Wells Trecaso Financial Group
Ohio
$422K – – –
EWM
834
Empirical Wealth Management
Washington
$421K -$76.9K -1,832 -15%
AIM
835
AMI Investment Management
Indiana
$421K -$32.5K -775 -7%
G
836
GenTrust
Florida
$421K – – –
MCM
837
Monarch Capital Management
Indiana
$417K -$2.73K -65 -0.6%
SC
838
Solstein Capital
California
$415K +$29.4K +700 +7%
KJWM
839
Kiley Juergens Wealth Management
Washington
$415K +$435K +10,370 New
SIC
840
Sigma Investment Counselors
Michigan
$414K -$96.1K -2,291 -18%
LPT
841
Legacy Private Trust
Wisconsin
$412K – – –
DIA
842
Dana Investment Advisors
Wisconsin
$409K -$143K -3,403 -25%
MFA
843
Mayflower Financial Advisors
Massachusetts
$408K +$110K +2,628 +35%
CCA
844
Cobblestone Capital Advisors
New York
$405K -$8.81K -210 -2%
CFFP
845
Center for Financial Planning
Michigan
$405K +$126 +3 +0%
MSAM
846
Moloney Securities Asset Management
Missouri
$403K +$42 +1 +0%
AWC
847
Abundance Wealth Counselors
Pennsylvania
$400K -$28.1K -670 -6%
PA
848
Pinnacle Associates
New York
$398K +$26.5K +631 +7%
SG
849
StoneX Group
New York
$397K -$541K -12,894 -57%
VCM
850
Vivaldi Capital Management
Illinois
$396K -$108K -2,584 -21%
32 33
34
35 36