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iShares Core MSCI Emerging Markets ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
2001
Thompson Siegel & Walmsley
Virginia
$217K +$225K +3,118 New
WCP
2002
Welch Capital Partners
New York
$216K
EI
2003
Ethic Inc
New York
$216K -$10.5K -146 -5%
VFS
2004
Valpey Financial Services
New Hampshire
$215K -$5.56K -77 -2%
SSWM
2005
Sheets Smith Wealth Management
North Carolina
$214K +$221K +3,067 New
DWM
2006
Dakota Wealth Management
Florida
$213K -$33.5K -464 -13%
FWM
2007
Foguth Wealth Management
Michigan
$212K +$184K +2,544 New
GD
2008
Grandfield & Dodd
New York
$211K
FNWM
2009
Financial Network Wealth Management
Utah
$211K -$64.7K -896 -23%
CWM
2010
Cordatus Wealth Management
Pennsylvania
$209K
HBW
2011
Hazlett, Burt & Watson
West Virginia
$208K +$8.3K +115 +4%
GPA
2012
Guerra Pan Advisors
New Jersey
$208K +$215K +2,979 New
CFSG
2013
Clark Financial Services Group
Missouri
$208K
CVA
2014
Central Valley Advisors
California
$207K +$215K +2,972 New
MHIC
2015
Marble Harbor Investment Counsel
Massachusetts
$206K +$214K +2,960 New
RW
2016
RVW Wealth
California
$206K +$213K +2,948 New
BTD
2017
BankPlus Trust Department
Mississippi
$205K
YWM
2018
Yoder Wealth Management
California
$205K +$213K +2,945 New
SLWA
2019
San Luis Wealth Advisors
California
$204K +$212K +2,931 New
MLIC
2020
Mandatum Life Insurance Company
Finland
$204K -$146K -2,024 -41%
DW30
2021
Drucker Wealth 3.0
New Jersey
$204K -$6.71K -93 -3%
SOS
2022
Silver Oak Securities
Tennessee
$204K -$90.8K -1,258 -30%
AFP
2023
ATLas Financial Planning
Georgia
$204K +$211K +2,922 New
OCA
2024
Odyssey Capital Advisors
Pennsylvania
$204K +$211K +2,922 New
IP
2025
Intellectus Partners
California
$204K +$211K +2,918 New