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iShares Core MSCI Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
751
Summit Wealth Partners
Florida
$1.05M +$131K +2,271 +15%
NGA
752
Naples Global Advisors
Florida
$1.05M -$78.5K -1,361 -7%
GPA
753
Garrison Point Advisors
California
$1.04M
LFA
754
Legacy Financial Advisors
Kentucky
$1.04M -$4.68M -81,157 -83%
PFM
755
Phillips Financial Management
Indiana
$1.04M -$7.26K -126 -0.7%
D
756
Diversified
Delaware
$1.04M +$944K +16,382 New
CT
757
Coastline Trust
Rhode Island
$1.04M +$63.1K +1,095 +7%
SFBLI
758
Southern Farm Bureau Life Insurance
Mississippi
$1.03M +$961K +16,663 New
S
759
SignatureFD
Georgia
$1.02M -$9.8K -170 -1%
CA
760
Clearstead Advisors
Ohio
$1.01M -$434K -7,530 -32%
KPWG
761
KFA Private Wealth Group
Virginia
$1.01M +$26.5K +460 +3%
AWS
762
AJ Wealth Strategies
New York
$996K -$231K -4,000 -20%
WMP
763
Wealth Management Partners
Arizona
$995K +$858K +14,879 New
TP
764
Tranquility Partners
Tennessee
$992K +$36.8K +639 +4%
CWM
765
Cabot Wealth Management
Massachusetts
$991K -$4.44K -77 -0.5%
AWP
766
Accretive Wealth Partners
New Jersey
$978K +$909K +15,769 New
EWA
767
EP Wealth Advisors
California
$973K +$123K +2,142 +16%
HR
768
Howe & Rusling
New York
$972K +$76.6K +1,329 +9%
WAP
769
Wealthcare Advisory Partners
Pennsylvania
$967K +$73.3K +1,272 +9%
RWA
770
Ropes Wealth Advisors
Massachusetts
$965K +$6.46K +112 +0.7%
AP
771
Advisor Partners
California
$963K +$893K +15,497 New
KMWM
772
Keudell/Morrison Wealth Management
Oregon
$959K +$144K +2,505 +19%
CCA
773
Cadent Capital Advisors
Oklahoma
$944K +$877K +15,208 New
OPWM
774
Oakwell Private Wealth Management
Texas
$938K +$872K +15,118 New
AIM
775
Aspen Investment Management
Michigan
$937K +$18.4K +319 +2%