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iShares Core MSCI Emerging Markets ETF
IEMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
1976
Sutton Place Investors
New York
$240K -$1.31M -18,113 -84%
FFM
1977
Forum Financial Management
Illinois
$239K -$55.4K -768 -18%
3AM
1978
3EDGE Asset Management
Florida
$238K -$1.33M -18,363 -84%
BF
1979
BOK Financial
Oklahoma
$238K -$250K -3,468 -50%
CPCM
1980
Cardinal Point Capital Management
Ontario, Canada
$238K +$246K +3,412 New
MCM
1981
MontVue Capital Management
Virginia
$238K -$30.4K -421 -11%
AFAS
1982
Acorn Financial Advisory Services
Virginia
$238K +$26.3K +364 +12%
SGI
1983
Swan Global Investments
Colorado
$237K -$22.3K -309 -8%
CCA
1984
Cadent Capital Advisors
Oklahoma
$236K – – –
BHBT
1985
Burke & Herbert Bank & Trust
Virginia
$236K – – –
BLFG
1986
Brian Low Financial Group
Louisiana
$236K -$22.4K -310 -8%
DCA
1987
DB&C Advisors
Michigan
$236K -$3.75K -52 -2%
PAG
1988
Paladin Advisory Group
Iowa
$235K -$106K -1,474 -30%
FFG
1989
Fiduciary Financial Group
California
$235K +$243K +3,368 New
TA
1990
TrueWealth Advisors
Alabama
$233K -$24.6K -341 -9%
CWAF
1991
Core Wealth Advisors (Florida)
Florida
$232K – – –
MW
1992
Merited Wealth
Florida
$232K +$48.2K +668 +25%
DFA
1993
DHJJ Financial Advisors
Illinois
$232K +$114K +1,575 +90%
LCM
1994
Lazari Capital Management
California
$230K – – –
CCA
1995
Cora Capital Advisors
New Jersey
$230K -$14.9K -206 -6%
KHCM
1996
Kirtland Hills Capital Management
Ohio
$229K +$212K +2,935 New
GAM
1997
GEM Asset Management
Michigan
$228K +$10.2K +141 +5%
PWS
1998
Proactive Wealth Strategies
Georgia
$226K +$234K +3,244 New
EA
1999
Efficient Advisors
Ohio
$225K -$18.7K -259 -7%
HWA
2000
Heritage Wealth Architects
Minnesota
$225K -$9.09K -126 -4%
78 79
80
81 82