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iShares Core MSCI Emerging Markets ETF
IEMG

Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1701
First American Trust
California
$233K +$221K +3,542 New
SRWM
1702
Shira Ridge Wealth Management
California
$233K -$40K -642 -15%
SFG
1703
Snider Financial Group
Washington
$233K -$499 -8 -0.2%
AFAS
1704
Acorn Financial Advisory Services
Virginia
$232K +$220K +3,523 New
DWM
1705
Dakota Wealth Management
Florida
$231K -$13.7K -220 -6%
MWA
1706
Monograph Wealth Advisors
California
$231K – – –
CAI
1707
Capital Advisors Inc
Oklahoma
$230K -$108K -1,730 -33%
CIC
1708
Carnegie Investment Counsel
Ohio
$230K -$6.11K -98 -3%
PIFP
1709
Partners in Financial Planning
Virginia
$229K – – –
CI
1710
Ceera Investments
Texas
$228K – – –
GFG
1711
Goldstone Financial Group
Illinois
$228K +$215K +3,453 New
PCMC
1712
Paragon Capital Management (Colorado)
Colorado
$227K – – –
PWG
1713
Portside Wealth Group
Utah
$226K +$214K +3,433 New
CAM
1714
CPA Asset Management
Florida
$226K – – –
WWC
1715
Waypoint Wealth Counsel
Georgia
$224K – – –
WTB
1716
Washington Trust Bank
Washington
$223K -$21.8K -349 -9%
BHBT
1717
Burke & Herbert Bank & Trust
Virginia
$223K – – –
MSA
1718
Mason Street Advisors
Wisconsin
$221K +$209K +3,350 New
GRA
1719
Golden Road Advisors
Florida
$220K +$208K +3,336 New
HCP
1720
Hardin Capital Partners
South Carolina
$220K – – –
FFM
1721
Forum Financial Management
Illinois
$220K -$7.17K -115 -3%
BFW
1722
Brady Family Wealth
Missouri
$218K +$206K +3,303 New
SP
1723
Saranac Partners
$218K +$206K +3,300 New
FIM
1724
Freedom Investment Management
Connecticut
$217K -$710K -11,383 -78%
GS
1725
GTS Securities
Florida
$217K -$265K -4,244 -56%
67 68
69
70 71