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iShares Core MSCI Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
1426
Principal Financial Group
Iowa
– -$289K -5,888 Closed
OWA
1427
One Wealth Advisors
California
– -$285K -5,809 Closed
WJWM
1428
Williams Jones Wealth Management
New York
– -$285K -5,806 Closed
FWTB
1429
First Western Trust Bank
Colorado
– -$272K -5,513 Closed
AWM
1430
AAF Wealth Management
Massachusetts
– -$264K -5,379 Closed
SHGA
1431
Sand Hill Global Advisors
California
– -$263K -5,355 Closed
AFP
1432
Advus Financial Partners
Florida
– -$262K -5,349 Closed
KWS
1433
Keystone Wealth Services
California
– -$262K -5,333 Closed
MPW
1434
Melone Private Wealth
Michigan
– -$255K -5,203 Closed
GAM
1435
Gould Asset Management
California
– -$248K -5,049 Closed
WDL
1436
Well Done LLC
Michigan
– -$247K -5,043 Closed
FSG
1437
Financial Strategies Group
Michigan
– -$246K -5,021 Closed
KMWM
1438
Keudell/Morrison Wealth Management
Oregon
– -$242K -4,940 Closed
Bank of Nova Scotia
1439
Bank of Nova Scotia
Ontario, Canada
– -$242K -4,932 Closed
WWM
1440
Wiser Wealth Management
Georgia
– -$240K -4,888 Closed
PMG
1441
Private Management Group
California
– -$240K -4,883 Closed
BFIM
1442
Beese Fulmer Investment Management
Ohio
– -$239K -4,872 Closed
DCM
1443
DGS Capital Management
New Jersey
– -$237K -4,830 Closed
MWA
1444
Monograph Wealth Advisors
California
– -$236K -4,809 Closed
ZIM
1445
Zacks Investment Management
Illinois
– -$232K -4,724 Closed
BTWM
1446
Baker Tilly Wealth Management
Wisconsin
– -$229K -4,666 Closed
CWM
1447
Cahaba Wealth Management
Georgia
– -$228K -4,655 Closed
MLA
1448
My Legacy Advisors
Oregon
– -$219K -4,584 Closed
RGC
1449
Roberts, Glore & Co
Illinois
– -$224K -4,574 Closed
MPCL
1450
My Personal CFO LLC
Washington
– -$224K -4,558 Closed