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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1001
Concord Wealth Partners
Virginia
$261K -$8.56K -232 -3%
BA
1002
Bridge Advisory
California
$261K -$4.83K -131 -2%
PCMU
1003
Paragon Capital Management (Utah)
Utah
$258K +$27.4K +743 +12%
MSFS
1004
Main Street Financial Solutions
Pennsylvania
$258K -$31K -839 -11%
TCM
1005
Twele Capital Management
Minnesota
$258K – – –
DP
1006
Dearborn Partners
Illinois
$258K – – –
PA
1007
Pinnacle Associates
New York
$256K -$74.4K -2,017 -23%
HHAM
1008
HITE Hedge Asset Management
Massachusetts
$256K – – –
LIA
1009
LS Investment Advisors
Michigan
$255K +$249K +6,740 New
NHT
1010
New Hampshire Trust
New Hampshire
$255K +$248K +6,732 New
LDFR
1011
Lehman & Derafelo Financial Resources
Pennsylvania
$254K +$111K +2,996 +81%
VWM
1012
Venturi Wealth Management
Texas
$253K -$345K -9,344 -58%
WP
1013
WMS Partners
Maryland
$253K -$3.69K -100 -1%
VF
1014
Vawter Financial
Ohio
$252K +$245K +6,640 New
GPWA
1015
Great Point Wealth Advisors
Massachusetts
$252K – – –
PWA
1016
Peterson Wealth Advisors
Utah
$252K -$7.86K -213 -3%
CA
1017
Centerpoint Advisors
Massachusetts
$251K +$245K +6,630 New
NCM
1018
Northwest Capital Management
Oregon
$250K +$244K +6,600 New
AWA
1019
Arete Wealth Advisors
Illinois
$249K -$9.15K -248 -4%
OCM
1020
One Capital Management
California
$248K +$241K +6,542 New
CFO
1021
Collective Family Office
Pennsylvania
$245K +$239K +6,477 New
CPA
1022
Court Place Advisors
Maryland
$245K -$5.53K -150 -2%
GSIS
1023
Global Strategic Investment Solutions
Arizona
$244K +$3.02K +82 +1%
NCM
1024
Novare Capital Management
North Carolina
$244K +$237K +6,435 New
FB
1025
First Bancorp
Maine
$243K – – –
39 40
41
42 43