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iShares Core MSCI Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1601
McNamara Financial Services
Massachusetts
$558K -$22.7K -314 -4%
PFM
1602
Phillips Financial Management
Indiana
$557K -$178K -2,471 -24%
FCA
1603
Fortis Capital Advisors
Kansas
$556K -$275K -3,811 -32%
PCM
1604
Presidio Capital Management
California
$556K +$302K +4,185 +111%
NFG
1605
Northbridge Financial Group
Florida
$556K -$49K -679 -8%
BFO
1606
Biltmore Family Office
North Carolina
$555K -$9.02K -125 -2%
SWM
1607
SeaCrest Wealth Management
New York
$555K +$134K +1,860 +30%
MWM
1608
Melfa Wealth Management
Massachusetts
$552K +$32.5K +450 +6%
GIA
1609
Gateway Investment Advisers
Ohio
$550K +$569K +7,887 New
CFA
1610
CWS Financial Advisors
Michigan
$547K -$383K -5,309 -40%
EIP
1611
Ellis Investment Partners
Pennsylvania
$546K +$12.1K +167 +2%
SCA
1612
Strathmore Capital Advisors
North Carolina
$546K +$504K +6,986 New
FAL
1613
Focused Alpha LLC
Colorado
$546K -$42.1K -583 -7%
YIM
1614
Yoffe Investment Management
Pennsylvania
$544K – – –
PFW
1615
Petros Family Wealth
Minnesota
$544K -$142K -1,971 -20%
DWM
1616
Daner Wealth Management
Georgia
$542K +$3.18K +44 +0.7%
HA
1617
Helium Advisors
Washington
$539K +$310K +4,295 +125%
1SB
1618
1ST Source Bank
Indiana
$539K +$35.9K +497 +7%
AIA
1619
Ally Invest Advisors
North Carolina
$539K -$90.7K -1,257 -14%
GFA
1620
Gladwyn Financial Advisors
Virginia
$539K – – –
SIM
1621
Stratos Investment Management
Ohio
$536K +$245K +3,392 +79%
AWM
1622
Aries Wealth Management
Maine
$535K – – –
CHC
1623
City Holding Co
West Virginia
$534K – – –
FP
1624
Financial Perspectives
Minnesota
$533K -$3.1K -43 -0.6%
KL
1625
Keenan LLC
Massachusetts
$532K -$568K -7,875 -51%