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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
976
Independent Solutions Wealth Management
New York
$460K +$457K +8,405 New
HWA
977
HCR Wealth Advisors
California
$460K – – –
WDL
978
Well Done LLC
Michigan
$460K +$139K +2,553 +44%
CD
979
Chapin Davis
Maryland
$460K +$435 +8 +0.1%
PTC
980
Private Trust Company
Ohio
$458K -$524K -9,639 -54%
GSWM
981
Greenup Street Wealth Management
Michigan
$457K -$1.74K -32 -0.4%
WCM
982
Winthrop Capital Management
Indiana
$456K -$48.1K -885 -10%
LGG
983
Luts & Greenleigh Group
Maryland
$452K -$17.9K -330 -4%
GVAG
984
Great Valley Advisor Group
Delaware
$450K +$129K +2,369 +40%
KFI
985
Key Financial Inc
Pennsylvania
$449K -$9.79K -180 -2%
BFC
986
Bedel Financial Consulting
Indiana
$446K – – –
JFG
987
JDM Financial Group
Texas
$446K -$6.42K -118 -1%
NG
988
Norden Group
Utah
$445K -$1.21M -22,276 -73%
FHC
989
First Horizon Corporation
Tennessee
$443K -$6.8K -125 -2%
FW
990
Fairway Wealth
Ohio
$443K +$2.77M +50,959 +20%
DJYG
991
David J. Yvars Group
Florida
$441K +$90.8K +1,669 +26%
VF
992
Vawter Financial
Ohio
$441K -$13.4K -246 -3%
ITIM
993
Indiana Trust & Investment Management
Indiana
$441K – – –
BWM
994
BlackDiamond Wealth Management
New York
$440K +$46.3K +852 +13%
DWS
995
Discipline Wealth Solutions
South Carolina
$439K -$119K -2,194 -21%
CS
996
Capital Square
Tennessee
$439K +$93.6K +1,721 +27%
TC
997
TAGStone Capital
North Carolina
$437K +$6.04K +111 +1%
PI
998
PFG Investments
New York
$436K +$11.8K +217 +3%
MAWA
999
Moss Adams Wealth Advisors
Washington
$435K – – –
FLPIM
1000
F.L. Putnam Investment Management
Massachusetts
$434K +$64.8K +1,191 +18%
38 39
40
41 42