HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EEM Share Count | ||||
| DGS Capital Management LLC | 5,903 | 19,788 | +13,885 | +235.22% |
| Phocas Financial Corp. | 7,490 | 14,980 | +7,490 | +100.00% |
| Lowe Wealth Advisors LLC | 981 | 1,961 | +980 | +99.90% |
| First Citizens Bank & Trust Co. | 7,509 | 14,679 | +7,170 | +95.49% |
| BKD Wealth Advisors LLC | 13,343 | 24,009 | +10,666 | +79.94% |
| Guidance Capital Inc. | 26,179 | 44,067 | +17,888 | +68.33% |
| Lane & Associates LLC | 5,377 | 8,803 | +3,426 | +63.72% |
| CWM LLC | 27,517 | 41,560 | +14,043 | +51.03% |
| MTM Investment Management LLC | 100 | 150 | +50 | +50.00% |
| Carret Asset Management LLC | 13,218 | 19,267 | +6,049 | +45.76% |
| Whitaker Myers Wealth Managers LTD. | 17,198 | 24,710 | +7,512 | +43.68% |
| Toth Financial Advisory Corp | 5,753 | 7,770 | +2,017 | +35.06% |
| Park Avenue Securities LLC | 26,806 | 35,853 | +9,047 | +33.75% |
| Horizon Bancorp Inc. IN | 75,163 | 96,906 | +21,743 | +28.93% |
| Proffitt & Goodson Inc. | 7,925 | 10,125 | +2,200 | +27.76% |
| Tritonpoint Wealth LLC | 12,000 | 15,243 | +3,243 | +27.02% |
| Global Retirement Partners LLC | 57,628 | 72,400 | +14,772 | +25.63% |
| Johnson & White Wealth Management LLC | 19,602 | 24,453 | +4,851 | +24.75% |
| Trivant Custom Portfolio Group LLC | 890 | 1,087 | +197 | +22.13% |
| Global Assets Advisory LLC | 13,853 | 16,913 | +3,060 | +22.09% |
| Wesbanco Bank Inc. | 17,907 | 21,843 | +3,936 | +21.98% |
| HFG Advisors Inc. | 38,004 | 46,191 | +8,187 | +21.54% |
| Wealthcare Advisory Partners LLC | 32,807 | 38,707 | +5,900 | +17.98% |
| Confluence Wealth Services Inc. | 314,314 | 361,452 | +47,138 | +15.00% |
| Trust Co | 697,905 | 800,837 | +102,932 | +14.75% |
| O ROURKE & COMPANY Inc | 6,041 | 6,931 | +890 | +14.73% |
| Farmers Trust Co. | 31,166 | 35,689 | +4,523 | +14.51% |
| Sunbelt Securities Inc. | 38,360 | 43,058 | +4,698 | +12.25% |
| Keel Point LLC | 306,607 | 343,695 | +37,088 | +12.10% |
| Private Trust Co. NA | 28,335 | 31,073 | +2,738 | +9.66% |
| Solstein Capital LLC | 44,296 | 48,539 | +4,243 | +9.58% |
| Colton Groome Financial Advisors LLC | 215,274 | 235,291 | +20,017 | +9.30% |
| Inscription Capital LLC | 8,795 | 9,545 | +750 | +8.53% |
| Capital Investment Advisory Services LLC | 1,249 | 1,353 | +104 | +8.33% |
| Clarity Wealth Advisors LLC | 107,044 | 115,841 | +8,797 | +8.22% |
| RFG Advisory LLC | 37,865 | 40,863 | +2,998 | +7.92% |
| Integrated Investment Consultants LLC | 31,991 | 34,511 | +2,520 | +7.88% |
| Massmutual Trust Co. FSB ADV | 53,959 | 57,836 | +3,877 | +7.19% |
| First Financial Bank Trust Division | 124,772 | 132,456 | +7,684 | +6.16% |
| PFG Investments LLC | 10,831 | 11,431 | +600 | +5.54% |
| Atticus Wealth Management LLC | 32,207 | 33,935 | +1,728 | +5.37% |
| EWG Elevate Inc. | 70,550 | 74,323 | +3,773 | +5.35% |
| Catalyst Financial Partners LLC | 7,800 | 8,181 | +381 | +4.88% |
| Oldfather Financial Services LLC | 79,139 | 82,883 | +3,744 | +4.73% |
| GoalVest Advisory LLC | 28,674 | 29,934 | +1,260 | +4.39% |
| Sumitomo Mitsui Trust Holdings Inc. | 159,955 | 166,745 | +6,790 | +4.24% |
| ST Germain D J Co. Inc. | 638 | 662 | +24 | +3.76% |
| Fluent Financial LLC | 86,985 | 90,245 | +3,260 | +3.75% |
| Prosperity Planning Inc. | 30,018 | 30,944 | +926 | +3.08% |
| LifePro Asset Management | 5,212 | 5,371 | +159 | +3.05% |
| Dominguez Wealth Management Solutions Inc. | 34,150 | 35,177 | +1,027 | +3.01% |
| Spire Wealth Management | 49,359 | 50,823 | +1,464 | +2.97% |
| Oak Harbor Wealth Partners LLC | 17,951 | 18,461 | +510 | +2.84% |
| First Merchants Corp | 44,322 | 45,565 | +1,243 | +2.80% |
| M&R Capital Management Inc. | 185 | 190 | +5 | +2.70% |
| Marshall & Sullivan Inc. WA | 95,630 | 97,898 | +2,268 | +2.37% |
| Burke & Herbert Bank & Trust Co. | 11,728 | 12,004 | +276 | +2.35% |
| Daymark Wealth Partners LLC | 23,411 | 23,950 | +539 | +2.30% |
| Founders Financial Securities LLC | 6,879 | 7,031 | +152 | +2.21% |
| Summit Trail Advisors LLC | 146,910 | 150,033 | +3,123 | +2.13% |
| Clarus Wealth Advisors | 31,490 | 32,013 | +523 | +1.66% |
| ACT Wealth Management LLC | 6,054 | 6,150 | +96 | +1.59% |
| Cambridge Investment Research Advisors Inc. | 266,961 | 270,960 | +3,999 | +1.50% |
| Optimum Investment Advisors | 6,787 | 6,886 | +99 | +1.46% |
| Cornerstone Wealth Advisors Inc. | 7,761 | 7,861 | +100 | +1.29% |
| Caldwell Sutter Capital Inc. | 1,254 | 1,270 | +16 | +1.28% |
| Jeppson Wealth Management LLC | 6,891 | 6,966 | +75 | +1.09% |
| Wiley BROS. Aintree Capital LLC | 18,429 | 18,625 | +196 | +1.06% |
| Round Rock Advisors LLC | 13,400 | 13,537 | +137 | +1.02% |
| Miracle Mile Advisors LLC | 39,946 | 40,348 | +402 | +1.01% |
| Regions Financial Corp | 1,483,951 | 1,497,861 | +13,910 | +0.94% |
| Fifth Third Securities Inc. | 66,030 | 66,555 | +525 | +0.80% |
| Boltwood Capital Management | 11,178 | 11,263 | +85 | +0.76% |
| Mather Group LLC. | 44,815 | 45,047 | +232 | +0.52% |
| KMG Fiduciary Partners LLC | 21,573 | 21,627 | +54 | +0.25% |
| Viewpoint Capital Management LLC | 39,621 | 39,671 | +50 | +0.13% |
| 13F Filers Reporting New Positions In EEM | ||||
| Lateef Investment Management L.P. | 0 | 10,125 | +10,125 | +100% |
| Smith Chas P & Associates PA Cpas | 0 | 34,542 | +34,542 | +100% |
| Woodmont Investment Counsel LLC | 0 | 654 | +654 | +100% |
| Mesirow Financial Investment Management Inc. | 0 | 376,915 | +376,915 | +100% |
| True North Advisors LLC | 0 | 5,408 | +5,408 | +100% |
| Lee Johnson Capital Management LLC | 0 | 181,678 | +181,678 | +100% |
| Harbour Capital Advisors LLC | 0 | 5,056 | +5,056 | +100% |
| Gainplan LLC | 0 | 6,372 | +6,372 | +100% |
| SeaCrest Wealth Management LLC | 0 | 6,588 | +6,588 | +100% |
| Cornerstone Wealth Group LLC | 0 | 10,932 | +10,932 | +100% |
| Coastal Investment Advisors Inc. | 0 | 3,864 | +3,864 | +100% |
| Fifth Third Wealth Advisors LLC | 0 | 13,147 | +13,147 | +100% |
| Udine Wealth Management Inc. | 0 | 41,444 | +41,444 | +100% |
| Graham Capital Wealth Management LLC | 0 | 60,419 | +60,419 | +100% |
| Simplicity Wealth LLC | 0 | 7,470 | +7,470 | +100% |
| Park Edge Advisors LLC | 0 | 5,060 | +5,060 | +100% |
| WFA Asset Management Corp | 0 | 475 | +475 | +100% |
| Focus Financial Network Inc. | 0 | 6,407 | +6,407 | +100% |
| Edge Financial Advisors LLC | 0 | 19,322 | +19,322 | +100% |
| Sunpointe LLC | 0 | 5,352 | +5,352 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 1,958 | 1,958 | UNCH | 0.00% |
| First Hawaiian Bank | 27,977 | 27,977 | UNCH | 0.00% |
| Factory Mutual Insurance Co. | 1,546,400 | 1,546,400 | UNCH | 0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 450 | 450 | UNCH | 0.00% |
| Monarch Capital Management Inc. | 5,773 | 5,773 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 14,775 | 14,775 | UNCH | 0.00% |
| Everett Harris & Co. CA | 18,340 | 18,340 | UNCH | 0.00% |
| Norwood Financial Corp | 150 | 150 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 785 | 785 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 200 | 200 | UNCH | 0.00% |
| Clifford Swan Investment Counsel LLC | 42,785 | 42,785 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 5,090 | 5,090 | UNCH | 0.00% |
| Adirondack Trust Co. | 1,140 | 1,140 | UNCH | 0.00% |
| Trust Co. of Oklahoma | 8,600 | 8,600 | UNCH | 0.00% |
| First National Bank Sioux Falls | 23,099 | 23,099 | UNCH | 0.00% |
| Sigma Investment Counselors Inc. | 9,090 | 9,090 | UNCH | 0.00% |
| Country Trust Bank | 422 | 422 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 38,972 | 38,972 | UNCH | 0.00% |
| Thompson Investment Management Inc. | 2,820 | 2,820 | UNCH | 0.00% |
| SOL Capital Management CO | 8,510 | 8,510 | UNCH | 0.00% |
| Phillips Financial Management LLC | 910 | 910 | UNCH | 0.00% |
| Regis Management CO LLC | 24,604 | 24,604 | UNCH | 0.00% |
| Evensky & Katz LLC | 96 | 96 | UNCH | 0.00% |
| Horrell Capital Management Inc. | 75 | 75 | UNCH | 0.00% |
| Hanson & Doremus Investment Management | 453 | 453 | UNCH | 0.00% |
| GFS Advisors LLC | 13,900 | 13,900 | UNCH | 0.00% |
| Gibson Capital LLC | 7,820 | 7,820 | UNCH | 0.00% |
| Asset Dedication LLC | 3,050 | 3,050 | UNCH | 0.00% |
| Diversified Trust Co | 8,737 | 8,737 | UNCH | 0.00% |
| Sageworth Trust Co | 25,330 | 25,330 | UNCH | 0.00% |
| Private Wealth Group LLC | 18,568 | 18,568 | UNCH | 0.00% |
| Consolidated Investment Group LLC | 252,416 | 252,416 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 17 | 17 | UNCH | 0.00% |
| LBJ Family Wealth Advisors Ltd. | 32,828 | 32,828 | UNCH | 0.00% |
| Evanson Asset Management LLC | 24,060 | 24,060 | UNCH | 0.00% |
| Roble Belko & Company Inc | 20,519 | 20,519 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 200 | 200 | UNCH | 0.00% |
| Arcus Capital Partners LLC | 17,972 | 17,972 | UNCH | 0.00% |
| First PREMIER Bank | 1,300 | 1,300 | UNCH | 0.00% |
| Alpha Omega Wealth Management LLC | 5,079 | 5,079 | UNCH | 0.00% |
| Nicholas Hoffman & Company LLC. | 6,980 | 6,980 | UNCH | 0.00% |
| First Bank & Trust | 26,947 | 26,947 | UNCH | 0.00% |
| Ironwood Wealth Management LLC. | 166 | 166 | UNCH | 0.00% |
| Armor Investment Advisors LLC | 1,300 | 1,300 | UNCH | 0.00% |
| Bfsg LLC | 1,543 | 1,543 | UNCH | 0.00% |
| Peterson Wealth Advisors LLC | 6,380 | 6,380 | UNCH | 0.00% |
| Sage Capital Advisors llc | 5,983 | 5,983 | UNCH | 0.00% |
| Bogart Wealth LLC | 148 | 148 | UNCH | 0.00% |
| Personal Resources Investment & Strategic Management Inc. | 88,106 | 88,106 | UNCH | 0.00% |
| Northwest Capital Management Inc | 6,679 | 6,679 | UNCH | 0.00% |
| Murphy Middleton Hinkle & Parker Inc. | 7,379 | 7,379 | UNCH | 0.00% |
| 180 Wealth Advisors LLC | 8,401 | 8,401 | UNCH | 0.00% |
| Wells Trecaso Financial Group LLC | 10,035 | 10,035 | UNCH | 0.00% |
| Pflug Koory LLC | 120 | 120 | UNCH | 0.00% |
| Evolution Wealth Advisors LLC | 26,560 | 26,560 | UNCH | 0.00% |
| PSI Advisors LLC | 321 | 321 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 7,106 | 7,106 | UNCH | 0.00% |
| Parcion Private Wealth LLC | 61,799 | 61,799 | UNCH | 0.00% |
| CVA Family Office LLC | 5,813 | 5,813 | UNCH | 0.00% |
| Powell Investment Advisors LLC | 10,943 | 10,943 | UNCH | 0.00% |
| TI Trust Inc. | 14,923 | 14,923 | UNCH | 0.00% |
| Revolve Wealth Partners LLC | 13,509 | 13,509 | UNCH | 0.00% |
| Rebalance LLC | 11,542 | 11,542 | UNCH | 0.00% |
| Walkner Condon Financial Advisors LLC | 5,335 | 5,335 | UNCH | 0.00% |
| Gleason Group Inc. | 31 | 31 | UNCH | 0.00% |
| Cordant Inc. | 4,517 | 4,517 | UNCH | 0.00% |
| Rise Advisors LLC | 153 | 153 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 424 | 424 | UNCH | 0.00% |
| Sightline Wealth Advisors LLC | 9,980 | 9,980 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 258 | 258 | UNCH | 0.00% |
| Collective Family Office LLC | 9,376 | 9,376 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 9,341 | 9,341 | UNCH | 0.00% |
| Maryland Capital Advisors Inc. | 8,194 | 8,194 | UNCH | 0.00% |
| AFG Fiduciary Services Limited Partnership | 22,591 | 22,591 | UNCH | 0.00% |
| Ameliora Wealth Management Ltd. | 2,956 | 2,956 | UNCH | 0.00% |
| Red Tortoise LLC | 28,349 | 28,349 | UNCH | 0.00% |
| City State Bank | 2,330 | 2,330 | UNCH | 0.00% |
| FSC Wealth Advisors LLC | 462 | 462 | UNCH | 0.00% |
| W Advisors LLC | 12,156 | 12,156 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 125 | 125 | UNCH | 0.00% |
| Coston McIsaac & Partners | 2,257 | 2,257 | UNCH | 0.00% |
| Citizens Business Bank | 5,085 | 5,085 | UNCH | 0.00% |
| New Hampshire Trust | 6,463 | 6,463 | UNCH | 0.00% |
| Register Financial Advisors LLC | 407 | 407 | UNCH | 0.00% |
| Financial Freedom LLC | 552 | 552 | UNCH | 0.00% |
| Noble Family Wealth LLC | 5,500 | 5,500 | UNCH | 0.00% |
| CGC Financial Services LLC | 6,582 | 6,582 | UNCH | 0.00% |
| Halpern Financial Inc. | 106 | 106 | UNCH | 0.00% |
| Financiere des Professionnels Fonds d investissement inc. | 316,500 | 316,500 | UNCH | 0.00% |
| Morton Capital Management LLC CA | 9,631 | 9,631 | UNCH | 0.00% |
| Financial Perspectives Inc | 688 | 688 | UNCH | 0.00% |
| West Paces Advisors Inc. | 165 | 165 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 1,206 | 1,206 | UNCH | 0.00% |
| GAMMA Investing LLC | 1,250 | 1,250 | UNCH | 0.00% |
| FF Advisors LLC | 35,065 | 35,065 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 5,505 | 5,505 | UNCH | 0.00% |
| 13F Filers Decreasing EEM Share Count | ||||
| Pinnacle Wealth Management Group Inc. | 54,642 | 5,042 | -49,600 | -90.77% |
| Sound Income Strategies LLC | 1,435 | 171 | -1,264 | -88.08% |
| Venturi Wealth Management LLC | 14,492 | 1,957 | -12,535 | -86.50% |
| One Wealth Advisors LLC | 28,063 | 7,033 | -21,030 | -74.94% |
| Newbridge Financial Services Group Inc. | 1,968 | 494 | -1,474 | -74.90% |
| Waterway Wealth Management LLC | 32,697 | 10,057 | -22,640 | -69.24% |
| Osborne Partners Capital Management LLC | 78,114 | 25,801 | -52,313 | -66.97% |
| Simon Quick Advisors LLC | 70,898 | 26,215 | -44,683 | -63.02% |
| EFG Asset Management Americas Corp. | 146,479 | 60,277 | -86,202 | -58.85% |
| Saxon Interests Inc. | 23,153 | 9,562 | -13,591 | -58.70% |
| Cutler Group LP | 51,604 | 21,615 | -29,989 | -58.11% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 32,549 | 13,640 | -18,909 | -58.09% |
| Parsons Capital Management Inc. RI | 27,325 | 12,011 | -15,314 | -56.04% |
| Gradient Investments LLC | 1,195 | 532 | -663 | -55.48% |
| BTS Asset Management Inc. | 8,053 | 3,729 | -4,324 | -53.69% |
| Congress Wealth Management LLC DE | 176,186 | 84,844 | -91,342 | -51.84% |
| International Assets Investment Management LLC | 14,059 | 7,001 | -7,058 | -50.20% |
| Annapolis Financial Services LLC | 196 | 100 | -96 | -48.98% |
| Advisor Resource Council | 34,072 | 18,139 | -15,933 | -46.76% |
| Cyndeo Wealth Partners LLC | 47,441 | 26,138 | -21,303 | -44.90% |
| Channel Wealth LLC | 52,217 | 30,119 | -22,098 | -42.32% |
| Westside Investment Management Inc. | 1,457 | 845 | -612 | -42.00% |
| Private Ocean LLC | 1,622 | 961 | -661 | -40.75% |
| PFW Advisors LLC | 311,403 | 189,251 | -122,152 | -39.23% |
| Capasso Planning Partners LLC | 11,939 | 7,484 | -4,455 | -37.31% |
| Octavia Wealth Advisors LLC | 19,939 | 12,808 | -7,131 | -35.76% |
| Bremer Bank National Association | 106,434 | 70,047 | -36,387 | -34.19% |
| Greenfield FTC Inc. | 264,791 | 174,576 | -90,215 | -34.07% |
| Sovereign Financial Group Inc. | 28,204 | 19,968 | -8,236 | -29.20% |
| Allspring Global Investments Holdings LLC | 116,429 | 82,899 | -33,530 | -28.80% |
| GHP Investment Advisors Inc. | 8,806 | 6,337 | -2,469 | -28.04% |
| ZRC Wealth Management LLC | 20,995 | 15,347 | -5,648 | -26.90% |
| Central Bank & Trust Co. | 178,736 | 130,681 | -48,055 | -26.89% |
| Stratos Wealth Advisors LLC | 27,865 | 20,376 | -7,489 | -26.88% |
| Steel Peak Wealth Management LLC | 201,975 | 147,807 | -54,168 | -26.82% |
| Bank of New Hampshire | 19,724 | 14,704 | -5,020 | -25.45% |
| Dupont Capital Management Corp | 819,480 | 628,325 | -191,155 | -23.33% |
| Hexagon Capital Partners LLC | 27,988 | 21,574 | -6,414 | -22.92% |
| Harbor Group Inc. | 13,194 | 10,270 | -2,924 | -22.16% |
| Thrive Wealth Management LLC | 15,126 | 11,858 | -3,268 | -21.61% |
| Strid Group LLC | 21,133 | 16,827 | -4,306 | -20.38% |
| Sugarloaf Wealth Management LLC | 1,692 | 1,362 | -330 | -19.50% |
| Chemistry Wealth Management LLC | 11,119 | 8,959 | -2,160 | -19.43% |
| Strategic Investment Advisors MI | 9,097 | 7,334 | -1,763 | -19.38% |
| Aspiriant LLC | 70,485 | 57,343 | -13,142 | -18.65% |
| AdvisorNet Financial Inc | 6,670 | 5,475 | -1,195 | -17.92% |
| Orrstown Financial Services Inc. | 16,003 | 13,173 | -2,830 | -17.68% |
| Lindbrook Capital LLC | 1,520 | 1,255 | -265 | -17.43% |
| UMA Financial Services Inc. | 9,555 | 7,939 | -1,616 | -16.91% |
| Summit Financial Group Inc. | 82,341 | 68,929 | -13,412 | -16.29% |
| Oakworth Capital Inc. | 761 | 640 | -121 | -15.90% |
| Courier Capital LLC | 7,311 | 6,150 | -1,161 | -15.88% |
| Valeo Financial Advisors LLC | 199,589 | 169,469 | -30,120 | -15.09% |
| Raymond James & Associates | 913,253 | 787,939 | -125,314 | -13.72% |
| Pinnacle Bank | 13,634 | 11,794 | -1,840 | -13.50% |
| Bank of New York Mellon Corp | 4,485,650 | 3,892,662 | -592,988 | -13.22% |
| Center for Financial Planning Inc. | 751 | 653 | -98 | -13.05% |
| Chesley Taft & Associates LLC | 13,166 | 11,482 | -1,684 | -12.79% |
| Morris Financial Concepts Inc. | 46,696 | 40,802 | -5,894 | -12.62% |
| Stephens Consulting LLC | 206 | 181 | -25 | -12.14% |
| Wealthcare Capital Management LLC | 5,692 | 5,001 | -691 | -12.14% |
| Stratos Wealth Partners LTD. | 28,817 | 25,478 | -3,339 | -11.59% |
| Verdence Capital Advisors LLC | 208,749 | 185,861 | -22,888 | -10.96% |
| Harbor Investment Advisory LLC | 12,507 | 11,157 | -1,350 | -10.79% |
| Kingswood Wealth Advisors LLC | 12,117 | 10,827 | -1,290 | -10.65% |
| Raymond James Financial Services Advisors Inc. | 786,810 | 704,934 | -81,876 | -10.41% |
| Parisi Gray Wealth Management | 33,167 | 29,733 | -3,434 | -10.35% |
| Live Oak Private Wealth LLC | 7,308 | 6,558 | -750 | -10.26% |
| Fifth Third Bancorp | 1,234,812 | 1,111,045 | -123,767 | -10.02% |
| First National Bank | 7,113 | 6,408 | -705 | -9.91% |
| Canal Capital Management LLC | 6,028 | 5,455 | -573 | -9.51% |
| BSW Wealth Partners | 63,748 | 57,915 | -5,833 | -9.15% |
| Triangle Securities Wealth Management | 8,395 | 7,650 | -745 | -8.87% |
| Thomasville National Bank | 10,252 | 9,360 | -892 | -8.70% |
| Grimes & Company Inc. | 64,734 | 59,175 | -5,559 | -8.59% |
| Aua Capital Management LLC | 10,151 | 9,321 | -830 | -8.18% |
| PayPay Securities Corp | 174 | 160 | -14 | -8.05% |
| Financial Synergies Wealth Advisors Inc. | 92,174 | 84,838 | -7,336 | -7.96% |
| Dynamic Advisor Solutions LLC | 17,428 | 16,089 | -1,339 | -7.68% |
| Indiana Trust & Investment Management CO | 9,191 | 8,495 | -696 | -7.57% |
| Lake Hills Wealth Management LLC | 127,018 | 117,778 | -9,240 | -7.27% |
| Hoxton Planning & Management LLC | 35,281 | 32,740 | -2,541 | -7.20% |
| Soundmark Wealth Management LLC | 11,514 | 10,707 | -807 | -7.01% |
| Calton & Associates Inc. | 23,682 | 22,022 | -1,660 | -7.01% |
| DB Fitzpatrick & Co Inc | 20,667 | 19,245 | -1,422 | -6.88% |
| Country Club Bank GFN | 116,249 | 108,334 | -7,915 | -6.81% |
| Flagship Harbor Advisors LLC | 28,609 | 26,663 | -1,946 | -6.80% |
| Palumbo Wealth Management LLC | 11,160 | 10,405 | -755 | -6.77% |
| Bear Mountain Capital Inc. | 25,035 | 23,359 | -1,676 | -6.69% |
| Richard P Slaughter Associates Inc | 12,074 | 11,294 | -780 | -6.46% |
| Courage Miller Partners LLC | 9,456 | 8,846 | -610 | -6.45% |
| IFG Advisors LLC | 5,540 | 5,184 | -356 | -6.43% |
| Ballentine Partners LLC | 140,967 | 132,034 | -8,933 | -6.34% |
| SNS Financial Group LLC | 85,052 | 79,770 | -5,282 | -6.21% |
| Abacus Planning Group Inc. | 62,338 | 58,603 | -3,735 | -5.99% |
| Eagle Rock Investment Company LLC | 10,184 | 9,580 | -604 | -5.93% |
| Bridges Investment Management Inc. | 102,723 | 96,763 | -5,960 | -5.80% |
| Global Trust Asset Management LLC | 20,539 | 19,350 | -1,189 | -5.79% |
| SOA Wealth Advisors LLC. | 13,689 | 12,932 | -757 | -5.53% |
| AMI Investment Management Inc. | 9,228 | 8,735 | -493 | -5.34% |
| Stordahl Capital Management Inc. | 10,943 | 10,386 | -557 | -5.09% |
| Signature Securities Group Corporation | 15,956 | 15,152 | -804 | -5.04% |
| Rockland Trust Co. | 42,794 | 40,649 | -2,145 | -5.01% |
| Patriot Investment Management Inc. | 16,607 | 15,777 | -830 | -5.00% |
| DBK Financial Counsel LLC | 26,501 | 25,237 | -1,264 | -4.77% |
| Appleton Partners Inc. MA | 19,900 | 18,991 | -909 | -4.57% |
| Raymond James Trust N.A. | 75,192 | 71,850 | -3,342 | -4.44% |
| Stephenson National Bank & Trust | 1,489 | 1,423 | -66 | -4.43% |
| Pathway Financial Advisors LLC | 39,072 | 37,355 | -1,717 | -4.39% |
| NBC Securities Inc. | 11,589 | 11,083 | -506 | -4.37% |
| Security Financial Services INC. | 25,189 | 24,122 | -1,067 | -4.24% |
| Monticello Wealth Management LLC | 7,095 | 6,798 | -297 | -4.19% |
| Capital Investment Advisors LLC | 38,848 | 37,219 | -1,629 | -4.19% |
| Adell Harriman & Carpenter Inc. | 12,430 | 11,912 | -518 | -4.17% |
| Allworth Financial LP | 29,996 | 28,757 | -1,239 | -4.13% |
| Checchi Capital Advisers LLC | 412,329 | 395,360 | -16,969 | -4.12% |
| Halbert Hargrove Global Advisors LLC | 1,545,930 | 1,482,485 | -63,445 | -4.10% |
| WealthBridge Investment Counsel Inc. | 240,310 | 230,610 | -9,700 | -4.04% |
| City Holding Co. | 98,467 | 94,668 | -3,799 | -3.86% |
| Kowal Investment Group LLC | 44,922 | 43,390 | -1,532 | -3.41% |
| Chapin Davis Inc. | 11,972 | 11,602 | -370 | -3.09% |
| MCF Advisors LLC | 3,856 | 3,740 | -116 | -3.01% |
| Ashton Thomas Private Wealth LLC | 62,023 | 60,169 | -1,854 | -2.99% |
| Cypress Wealth Services LLC | 5,051 | 4,901 | -150 | -2.97% |
| Legacy Trust | 44,683 | 43,362 | -1,321 | -2.96% |
| OLD National Bancorp IN | 19,762 | 19,184 | -578 | -2.92% |
| Dohj LLC | 8,106 | 7,871 | -235 | -2.90% |
| Berkshire Bank | 7,092 | 6,892 | -200 | -2.82% |
| Contravisory Investment Management Inc. | 12,768 | 12,412 | -356 | -2.79% |
| Bangor Savings Bank | 335 | 327 | -8 | -2.39% |
| NorthCrest Asset Manangement LLC | 59,716 | 58,380 | -1,336 | -2.24% |
| Willis Johnson & Associates Inc. | 175,294 | 171,374 | -3,920 | -2.24% |
| Independence Bank of Kentucky | 68,765 | 67,290 | -1,475 | -2.14% |
| Lbmc Investment Advisors LLC | 136,683 | 133,792 | -2,891 | -2.12% |
| Archford Capital Strategies LLC | 9,847 | 9,652 | -195 | -1.98% |
| ERn Financial LLC | 38,893 | 38,127 | -766 | -1.97% |
| Sunflower Bank N.A. | 12,458 | 12,226 | -232 | -1.86% |
| Stillwater Capital Advisors LLC | 6,755 | 6,630 | -125 | -1.85% |
| Rosenberg Matthew Hamilton | 608 | 597 | -11 | -1.81% |
| Sage Mountain Advisors LLC | 11,758 | 11,548 | -210 | -1.79% |
| Wealth Enhancement Advisory Services LLC | 505,638 | 496,618 | -9,020 | -1.78% |
| Tsfg LLC | 7,219 | 7,095 | -124 | -1.72% |
| Charter Trust Co. | 30,944 | 30,411 | -533 | -1.72% |
| Fulton Bank N.A. | 44,290 | 43,536 | -754 | -1.70% |
| CIC Wealth LLC | 18,928 | 18,609 | -319 | -1.69% |
| Arbor Investment Advisors LLC | 182,155 | 179,165 | -2,990 | -1.64% |
| True Link Financial Advisors LLC | 5,731 | 5,642 | -89 | -1.55% |
| Taylor & Morgan Wealth Management LLC | 13,661 | 13,451 | -210 | -1.54% |
| Cranbrook Wealth Management LLC | 16,093 | 15,847 | -246 | -1.53% |
| WASHINGTON TRUST Co | 6,991 | 6,889 | -102 | -1.46% |
| Carmichael Hill & Associates Inc. | 1,720 | 1,695 | -25 | -1.45% |
| RTD Financial Advisors Inc. | 134,413 | 132,545 | -1,868 | -1.39% |
| Well Done LLC | 20,235 | 19,959 | -276 | -1.36% |
| Ironwood Financial llc | 8,104 | 7,998 | -106 | -1.31% |
| Pure Financial Advisors Inc. | 65,329 | 64,483 | -846 | -1.29% |
| Windsor Capital Management LLC | 8,696 | 8,593 | -103 | -1.18% |
| Capital Advisors Ltd. LLC | 9,335 | 9,228 | -107 | -1.15% |
| Lodestar Private Asset Management LLC | 13,174 | 13,027 | -147 | -1.12% |
| Foster Group Inc. | 12,135 | 12,000 | -135 | -1.11% |
| Webster Bank N. A. | 23,489 | 23,238 | -251 | -1.07% |
| Total Investment Management Inc. | 1,485,853 | 1,470,215 | -15,638 | -1.05% |
| Little House Capital LLC | 137,876 | 136,486 | -1,390 | -1.01% |
| NBT Bank N A NY | 95,405 | 94,555 | -850 | -0.89% |
| Hillcrest Wealth Advisors NY LLC | 5,825 | 5,775 | -50 | -0.86% |
| Allen Mooney & Barnes Investment Advisors LLC | 59,998 | 59,502 | -496 | -0.83% |
| Atlas Brown Inc. | 41,291 | 40,948 | -343 | -0.83% |
| Cedar Brook Financial Partners LLC | 26,424 | 26,211 | -213 | -0.81% |
| AlphaMark Advisors LLC | 2,637 | 2,618 | -19 | -0.72% |
| Procyon Private Wealth Partners LLC | 19,832 | 19,695 | -137 | -0.69% |
| Brown Advisory Inc. | 91,643 | 91,123 | -520 | -0.57% |
| Chicago Partners Investment Group LLC | 60,119 | 59,790 | -329 | -0.55% |
| Colorado Capital Management Inc. | 33,082 | 32,935 | -147 | -0.44% |
| Elevated Capital Advisors LLC | 5,589 | 5,565 | -24 | -0.43% |
| Schoolcraft Capital LLC | 51,176 | 50,959 | -217 | -0.42% |
| Affiance Financial LLC | 28,200 | 28,082 | -118 | -0.42% |
| Salem Investment Counselors Inc. | 16,180 | 16,113 | -67 | -0.41% |
| Acropolis Investment Management LLC | 14,172 | 14,116 | -56 | -0.40% |
| Amarillo National Bank | 520,287 | 518,188 | -2,099 | -0.40% |
| HT Partners LLC | 383,702 | 382,633 | -1,069 | -0.28% |
| Foster & Motley Inc. | 56,027 | 55,882 | -145 | -0.26% |
| Activest Wealth Management | 459 | 458 | -1 | -0.22% |
| Meridian Wealth Management LLC | 62,964 | 62,848 | -116 | -0.18% |
| Burns J W & Co. Inc. NY | 5,096 | 5,088 | -8 | -0.16% |
| Financial Insights Inc. | 10,028 | 10,018 | -10 | -0.10% |
| E&G Advisors LP | 18,196 | 18,194 | -2 | -0.01% |
| 13F Filers Exiting EEM | ||||
| Cooksen Wealth LLC | 4 | 0 | -4 | -100.00% |
| BKM Wealth Management LLC | 2,334 | 0 | -2,334 | -100.00% |
| Sapient Capital LLC | 5,283 | 0 | -5,283 | -100.00% |
| O Connor Financial Group LLC | 18,646 | 0 | -18,646 | -100.00% |
| Drive Wealth Management LLC | 8,492 | 0 | -8,492 | -100.00% |
| Byrne Asset Management LLC | 225 | 0 | -225 | -100.00% |
| Level Financial Advisors Inc. | 84 | 0 | -84 | -100.00% |
| Tennessee Valley Asset Management Partners | 13,282 | 0 | -13,282 | -100.00% |
| Relyea Zuckerberg Hanson LLC | 8,932 | 0 | -8,932 | -100.00% |
| Private Capital Management LLC | 7,236 | 0 | -7,236 | -100.00% |
| RVW Wealth LLC | 6,223 | 0 | -6,223 | -100.00% |
| APCM Wealth Management for Individuals | 1,100 | 0 | -1,100 | -100.00% |
| Perennial Advisors LLC | 10,503 | 0 | -10,503 | -100.00% |
| Legacy Bridge LLC | 17,537 | 0 | -17,537 | -100.00% |
| MEMBERS Trust Co | 7,165 | 0 | -7,165 | -100.00% |
| Brookstone Capital Management | 5,189 | 0 | -5,189 | -100.00% |
| JJJ Advisors Inc. | 40 | 0 | -40 | -100.00% |
| Riverview Trust Co | 11,662 | 0 | -11,662 | -100.00% |
| Simplex Trading LLC | 340,959 | 0 | -340,959 | -100.00% |
| Alaska Permanent Capital Management | 4,096 | 0 | -4,096 | -100.00% |
| Twele Capital Management Inc. | 5,632 | 0 | -5,632 | -100.00% |
| American National Bank | 5,018 | 0 | -5,018 | -100.00% |
| Strategy Asset Managers LLC | 5,653 | 0 | -5,653 | -100.00% |
| Bourgeon Capital Management LLC | 375 | 0 | -375 | -100.00% |
| Tompkins Financial Corp | 198 | 0 | -198 | -100.00% |
| Moody Lynn & Lieberson LLC | 5,176 | 0 | -5,176 | -100.00% |
| Barrett & Company Inc. | 27 | 0 | -27 | -100.00% |
See Summary: Institutional Holders of EEM
See Details: Top 10 Hedge Funds Holding EEM
