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iShares JPMorgan USD Emerging Markets Bond ETF
EMB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
576
SHP Wealth Management
Massachusetts
$263K +$12.2K +127 +5%
AF
577
ASL Financial
California
$262K – – –
SAS
578
Sage Advisory Services
Texas
$261K – – –
BWM
579
Brown Wealth Management
Illinois
$257K -$5.08K -53 -2%
PFGIA
580
Patriot Financial Group Insurance Agency
Massachusetts
$257K -$224K -2,340 -47%
GI
581
GAMMA Investing
California
$256K +$150K +1,569 +144%
LOWM
582
Laurel Oak Wealth Management
New Jersey
$254K -$25.9K -270 -9%
DB
583
Dravo Bay
Delaware
$253K -$1.25K -13 -0.5%
CMMS
584
Comprehensive Money Management Services
Florida
$253K – – –
LIM
585
Leavell Investment Management
Alabama
$253K – – –
CIAS
586
CFS Investment Advisory Services
New Jersey
$252K -$439K -4,582 -64%
MGIA
587
Moneta Group Investment Advisors
Missouri
$252K -$363K -3,793 -59%
RW
588
Regimen Wealth
Georgia
$251K -$7.66K -80 -3%
TPI
589
Trust Point Inc
Wisconsin
$251K +$9.77K +102 +4%
AIM
590
Advyzon Investment Management
Illinois
$250K +$249K +2,597 New
ULWM
591
Upper Left Wealth Management
Florida
$248K +$16.9K +176 +7%
HAG
592
HF Advisory Group
Maryland
$243K +$14.5K +151 +6%
GWM
593
GDS Wealth Management
Texas
$241K +$13K +136 +6%
SG
594
StoneX Group
New York
$241K -$48.1K -502 -17%
RPGK
595
Retirement Planning Group (Kansas)
Kansas
$240K +$5.36K +56 +2%
PWM
596
Perigon Wealth Management
California
$240K -$13.5K -141 -5%
TIAM2
597
Tru Independence Asset Management 2
Oregon
$237K +$235K +2,456 New
SA
598
Scarborough Advisors
Maryland
$233K -$21.9K -229 -9%
IAIM
599
International Assets Investment Management
Florida
$233K +$12.6K +132 +6%
KWM
600
Kingsview Wealth Management
Oregon
$233K +$3.45K +36 +2%
22 23
24
25 26