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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1101
Cottage Street Advisors
Massachusetts
$398K +$118K +2,000 +40%
TCOT
1102
Trust Company of Toledo
Ohio
$397K – – –
SC
1103
Sierra Capital
Florida
$397K – – –
WFL
1104
Wealth Forward LLC
North Dakota
$397K -$13.3K -226 -3%
SFS
1105
Security Financial Services
Indiana
$396K -$19.8K -336 -5%
BFG
1106
Beacon Financial Group
Texas
$395K -$11.8K -200 -3%
PWA
1107
Peterson Wealth Advisors
Utah
$394K – – –
NBWM
1108
North Berkeley Wealth Management
California
$394K -$14.5K -247 -3%
FCG
1109
Fielder Capital Group
Tennessee
$392K +$406K +6,904 New
GKIM
1110
GW&K Investment Management
Massachusetts
$392K – – –
CWA
1111
Cornerstone Wealth Advisors
Minnesota
$392K +$11.8K +200 +3%
RSF
1112
Rik Saylor Financial
Ohio
$391K -$7.71K -131 -2%
PWM
1113
Palumbo Wealth Management
New York
$390K -$1.12K -19 -0.3%
CC
1114
Courier Capital
New York
$388K -$2.88K -49 -0.7%
AO
1115
Advisor OS
Illinois
$387K -$104K -1,771 -21%
MPCG
1116
Matrix Private Capital Group
New York
$387K – – –
AIM
1117
Advyzon Investment Management
Illinois
$385K +$399K +6,787 New
PP
1118
Patten & Patten
Tennessee
$384K +$12.1K +206 +3%
JWM
1119
Jeppson Wealth Management
California
$384K – – –
FWCM
1120
Ferguson Wellman Capital Management
Oregon
$384K +$397K +6,756 New
PCP
1121
Proficio Capital Partners
Massachusetts
$383K -$9.63M -163,690 -96%
SC
1122
Stephenson & Company
California
$382K -$3.82K -65 -1%
LAM
1123
Lifestyle Asset Management
Texas
$381K -$2.54M -43,249 -87%
JEST
1124
JTC Employer Solutions Trustee
Jersey
$381K – – –
RPCONE
1125
Retirement Planning Company of New England
Rhode Island
$381K +$32K +544 +9%
43 44
45
46 47