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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
451
Yoffe Investment Management
Pennsylvania
$745K +$724 +8 +0.1%
FIM
452
Freedom Investment Management
Connecticut
$743K -$50.1K -553 -6%
NEPWA
453
New England Private Wealth Advisors
Massachusetts
$741K – – –
WFAG
454
Worth Financial Advisory Group
North Carolina
$735K -$21K -232 -3%
SWP
455
ShoreHaven Wealth Partners
New Jersey
$726K -$29.2K -322 -4%
FFC
456
Frederick Financial Consultants
Maryland
$723K +$33.1K +366 +5%
TNBTD
457
Trustmark National Bank Trust Department
Mississippi
$710K -$147K -1,622 -17%
HPM
458
Hoxton Planning & Management
West Virginia
$703K +$117K +1,294 +20%
PWM
459
Penobscot Wealth Management
Maine
$702K -$266K -2,943 -28%
SG
460
StoneX Group
New York
$697K +$697K +7,694 New
ACP
461
Arcus Capital Partners
Georgia
$685K +$34.5K +381 +5%
MFA
462
Mayflower Financial Advisors
Massachusetts
$684K +$189K +2,089 +38%
RFS
463
Richardson Financial Services
Massachusetts
$684K -$54.5K -602 -7%
CC
464
Copperleaf Capital
North Carolina
$681K +$119K +1,320 +21%
SCA
465
Snowden Capital Advisors
New York
$673K +$50K +552 +8%
AAM
466
Advisors Asset Management
Colorado
$669K +$165K +1,826 +33%
UWS
467
Unique Wealth Strategies
Illinois
$667K -$276K -3,048 -29%
EWM
468
Endowment Wealth Management
Wisconsin
$665K +$15K +166 +2%
BWMG
469
Barnes Wealth Management Group
California
$664K +$37.8K +417 +6%
AFTS
470
American Financial & Tax Strategies
New York
$663K -$13.7K -151 -2%
C
471
Certuity
Florida
$659K +$106K +1,170 +19%
SFM
472
Signet Financial Management
New Jersey
$658K -$168K -1,858 -20%
NWAG
473
Net Worth Advisory Group
Utah
$654K +$10.3K +114 +2%
TWM
474
Tradition Wealth Management
Minnesota
$653K +$129K +1,428 +25%
TF
475
Theory Financial
Colorado
$651K +$220K +2,429 +51%
17 18
19
20 21