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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCAM
851
Kagan Cocozza Asset Management
New Jersey
$565K +$6.63K +132 +1%
TWP
852
Triad Wealth Partners
Kansas
$564K +$312K +6,207 +142%
CFP
853
Catalyst Financial Partners
Massachusetts
$564K -$38K -756 -7%
SB
854
Sunflower Bank
Texas
$555K – – –
AHC
855
Adell Harriman & Carpenter
Texas
$555K – – –
CNTOF
856
Canandaigua National Trust of Florida
New York
$551K -$110K -2,200 -18%
EFA
857
Evernest Financial Advisors
Indiana
$551K – – –
SR
858
Syntax Research
Florida
$548K – – –
NSIM
859
North Star Investment Management
Illinois
$547K -$12.8K -254 -2%
DWS
860
Discipline Wealth Solutions
South Carolina
$546K +$148K +2,948 +41%
MTIC
861
Missouri Trust & Investment Company
Missouri
$545K -$4.27K -85 -0.8%
FGA
862
Fortis Group Advisors
New Jersey
$543K +$35.1K +699 +8%
KJHP
863
K.J. Harrison & Partners
Ontario, Canada
$541K – – –
SC
864
Searle & Co
Connecticut
$539K – – –
CT
865
Coastline Trust
Rhode Island
$538K – – –
NS
866
NBC Securities
Alabama
$538K – – –
TWM
867
Thrive Wealth Management
Pennsylvania
$537K -$2.71K -54 -0.5%
CWA
868
CogentBlue Wealth Advisors
Tennessee
$536K – – –
SAI
869
Systematic Alpha Investments
New Jersey
$535K – – –
PIA
870
Powell Investment Advisors
Florida
$535K +$7.58K +151 +2%
LWM
871
LJI Wealth Management
Indiana
$535K – – –
ACA
872
Aptus Capital Advisors
Alabama
$534K +$1.41K +28 +0.3%
AIP
873
Arrowpoint Investment Partners
Singapore
$534K +$502K +10,000 New
HGWM
874
Horst & Graben Wealth Management
Oregon
$533K -$50 -1 -0%
AG
875
Ascent Group
Virginia
$531K -$73.8K -1,469 -13%
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36 37