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iShares JPMorgan USD Emerging Markets Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
476
Kingswood Wealth Advisors
California
$611K +$368K +4,030 +142%
LPP
477
Life Planning Partners
Florida
$609K -$69.9K -766 -10%
SAI
478
Savvy Advisors Inc
New York
$604K +$153K +1,675 +33%
CIBC Private Wealth Group
479
CIBC Private Wealth Group
Georgia
$603K -$153K -1,679 -20%
DWT
480
Dorsey & Whitney Trust
South Dakota
$589K -$436K -4,773 -42%
LFG
481
Larson Financial Group
Missouri
$583K -$80.2K -879 -12%
WA
482
Wealth Alliance
New York
$579K +$96.6K +1,058 +19%
HPM
483
Hoxton Planning & Management
West Virginia
$576K +$1.64K +18 +0.3%
SFS
484
Strategic Financial Services
New York
$574K -$108K -1,188 -16%
WS
485
Wela Strategies
Georgia
$571K +$123K +1,347 New
MYIA
486
Mount Yale Investment Advisors
Colorado
$567K -$36.4K -399 -6%
RA
487
Rockingstone Advisors
Massachusetts
$560K +$8.4K +92 +1%
DAS
488
Diversify Advisory Services
Utah
$559K -$183K -2,005 -24%
DWA
489
Dorsey Wright & Associates
California
$557K
SAW
490
Signal Advisors Wealth
Michigan
$554K +$18.2K +199 +3%
CIC
491
Cutler Investment Counsel
Oregon
$553K +$171K +1,873 +43%
CC
492
Copperleaf Capital
North Carolina
$552K -$74.3K -814 -12%
NRC
493
New Republic Capital
North Carolina
$550K -$2.51M -27,514 -82%
C
494
Certuity
Florida
$544K -$145K -1,584 -21%
KWM
495
Kingsview Wealth Management
Oregon
$541K +$108K +1,181 +24%
SYBT
496
Stock Yards Bank & Trust
Kentucky
$540K -$3.01K -33 -0.5%
FFG
497
Frisch Financial Group
New York
$539K +$91 +1 +0%
WLIM
498
White Lighthouse Investment Management
Massachusetts
$537K -$67.3K -737 -11%
ATI
499
ARK & TLK Investments
Oklahoma
$525K
SPAS
500
Spectrum Planning & Advisory Services
California
$518K +$38.8K +425 +8%