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iShares Core MSCI Emerging Markets ETF
IEMG

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2001
Sunesis Advisors
Kansas
$225K – – –
NG
2002
Norden Group
Utah
$223K +$230K +3,193 New
CAM
2003
CPA Asset Management
Florida
$223K -$16.9K -234 -7%
FPL
2004
Fortress Private Ledger
North Carolina
$222K +$230K +3,185 New
CWM
2005
Castle Wealth Management
Florida
$222K – – –
ACA
2006
Aspire Capital Advisors
Washington
$221K +$229K +3,170 New
CP
2007
Capital Planning
Washington
$219K – – –
CL
2008
CVFG LLC
Indiana
$219K +$227K +3,142 New
RFA
2009
Register Financial Advisors
Georgia
$217K +$26.6K +368 +13%
TSW
2010
Thompson Siegel & Walmsley
Virginia
$217K +$225K +3,118 New
WCP
2011
Welch Capital Partners
New York
$216K – – –
EI
2012
Ethic Inc
New York
$216K -$10.5K -146 -5%
VFS
2013
Valpey Financial Services
New Hampshire
$215K -$5.56K -77 -2%
SSWM
2014
Sheets Smith Wealth Management
North Carolina
$214K +$221K +3,067 New
DWM
2015
Dakota Wealth Management
Florida
$213K -$33.5K -464 -13%
FWM
2016
Foguth Wealth Management
Michigan
$212K +$184K +2,544 New
GD
2017
Grandfield & Dodd
New York
$211K – – –
FNWM
2018
Financial Network Wealth Management
Utah
$211K -$64.7K -896 -23%
CWM
2019
Cordatus Wealth Management
Pennsylvania
$209K – – –
HBW
2020
Hazlett, Burt & Watson
West Virginia
$208K +$8.3K +115 +4%
GPA
2021
Guerra Pan Advisors
New Jersey
$208K +$215K +2,979 New
CFSG
2022
Clark Financial Services Group
Missouri
$208K – – –
CVA
2023
Central Valley Advisors
California
$207K +$215K +2,972 New
MHIC
2024
Marble Harbor Investment Counsel
Massachusetts
$206K +$214K +2,960 New
RW
2025
RVW Wealth
California
$206K +$213K +2,948 New
79 80
81
82 83