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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1026
REDW Wealth
New Mexico
$566K -$25.1K -384 -4%
XAU
1027
XP Advisory US
Florida
$566K +$540K +8,272 New
HPC
1028
HM Payson & Co
Maine
$562K – – –
BFC
1029
Bedel Financial Consulting
Indiana
$558K – – –
AT
1030
American Trust
Kentucky
$558K +$27.1K +415 +5%
JFG
1031
JDM Financial Group
Texas
$557K – – –
NI
1032
Nest Investments
Pennsylvania
$554K +$59.1K +905 +13%
CIM
1033
Cambria Investment Management
California
$553K +$528K +8,080 New
EF
1034
Empowered Funds
Pennsylvania
$553K +$528K +8,080 New
BBHC
1035
Brown Brothers Harriman & Co
New York
$552K +$5.62K +86 +1%
GI
1036
GAMCO Investors
Connecticut
$547K -$692K -10,588 -57%
MBTD
1037
Mechanics Bank - Trust Department
California
$547K +$180K +2,758 +53%
DWS
1038
Discipline Wealth Solutions
South Carolina
$547K -$14.2K -217 -3%
AUB
1039
Atlantic Union Bankshares
Virginia
$544K – – –
VWM
1040
Venturi Wealth Management
Texas
$544K +$101K +1,545 +24%
1CP
1041
17 Capital Partners
Arizona
$541K +$6.53K +100 +1%
CAM
1042
Clark Asset Management
New Hampshire
$540K +$29.9K +458 +6%
IF
1043
Intrua Financial
Texas
$539K +$4.9K +75 +1%
TPA
1044
Trivium Point Advisory
Connecticut
$539K +$6.79K +104 +1%
ITIM
1045
Indiana Trust & Investment Management
Indiana
$538K -$12.6K -193 -2%
TWM
1046
Tradition Wealth Management
Minnesota
$538K +$121K +1,850 +31%
IC
1047
Inscription Capital
Texas
$537K +$6.79K +104 +1%
BFP
1048
Briaud Financial Planning
Texas
$536K – – –
GC
1049
Gibson Capital
Pennsylvania
$535K – – –
VF
1050
Vawter Financial
Ohio
$532K -$12.9K -197 -2%
40 41
42
43 44