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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
326
MPWM Advisory Solutions
Georgia
$1.38M +$1.01M +10,557 +257%
NFTC
327
North Forty Two & Co
Oregon
$1.36M +$130K +1,358 +10%
MC
328
Matisse Capital
Oregon
$1.35M +$96 +1 +0%
PGF
329
Plan Group Financial
Oklahoma
$1.34M -$671K -6,983 -33%
SWP
330
Sagespring Wealth Partners
Tennessee
$1.34M -$14.5M -151,111 -91%
LFASL
331
Lugano Financial Advisors SA (LFA)
Switzerland
$1.31M +$112K +1,169 +9%
WWM
332
Western Wealth Management
Colorado
$1.31M +$1.34M +13,908 New
MG
333
Marex Group
$1.3M -$33.7K -351 -2%
CTA
334
Chesley Taft & Associates
Illinois
$1.3M +$144K +1,500 +12%
OCM
335
One Capital Management
California
$1.29M +$373K +3,883 +39%
TFGT
336
TS Financial Group (TSFG)
Illinois
$1.25M +$17.5K +182 +1%
S
337
Steadtrust
Texas
$1.24M +$96 +1 +0%
MOS
338
MGO One Seven
Ohio
$1.24M -$4.79M -49,835 -79%
WLIM
339
White Lighthouse Investment Management
Massachusetts
$1.23M +$490K +5,095 +64%
PP
340
Prudential plc
United Kingdom
$1.22M -$292K -3,034 -19%
DWM
341
Defined Wealth Management
Oregon
$1.22M +$18.8K +196 +2%
SW
342
SteelPeak Wealth
California
$1.22M -$4.1M -42,627 -77%
AAS
343
Ameritas Advisory Services
Nebraska
$1.21M -$735K -7,647 -37%
BWM
344
BKM Wealth Management
Wisconsin
$1.19M -$21.3K -222 -2%
IWM
345
IHT Wealth Management
Illinois
$1.19M +$539K +5,614 +80%
CCWA
346
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M -$281K -2,928 -19%
RIA
347
Regal Investment Advisors
Michigan
$1.17M -$1.78M -18,531 -60%
WIA
348
World Investment Advisors
California
$1.15M -$1.84M -19,175 -61%
SC
349
Summa Corp
Texas
$1.14M – – –
QFA
350
Quattro Financial Advisors
Texas
$1.14M +$1.17M +12,140 New
12 13
14
15 16