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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
826
Dorchester Wealth Management
Quebec, Canada
$607K +$38.6K +705 +7%
MCM
827
Murphy Capital Management
New Jersey
$605K -$27.4K -500 -4%
JAG
828
Journey Advisory Group
Kentucky
$604K +$103K +1,883 +20%
GC
829
Garde Capital
Washington
$597K -$4.65K -85 -0.8%
RG
830
Rikoon Group
New Mexico
$597K +$54.8K +1,000 +10%
FA
831
FDx Advisors
Illinois
$595K -$21K -383 -3%
PWG
832
Private Wealth Group
Florida
$594K +$610K +11,143 New
PCMC
833
Private Capital Management (Colorado)
Colorado
$589K +$1.04K +19 +0.2%
JF
834
JSF Financial
California
$588K -$43.6K -797 -7%
BO
835
BRR OpCo
Ohio
$588K +$159K +2,898 +36%
GJIC
836
Gamble Jones Investment Counsel
California
$585K – – –
OPS
837
Orion Portfolio Solutions
Nebraska
$583K +$47.2K +862 +9%
CWA
838
Cornerstone Wealth Advisors
Minnesota
$577K +$592K +10,813 New
WAM
839
Wolverine Asset Management
Illinois
$576K +$591K +10,800 New
RBFC
840
Roman Butler Fullerton & Co
Missouri
$574K +$580K +10,590 New
CFO
841
Collective Family Office
Pennsylvania
$569K – – –
BMCM
842
Bryn Mawr Capital Management
Pennsylvania
$568K +$14K +255 +2%
CMP
843
Courage Miller Partners
Virginia
$565K -$12.3K -225 -2%
VCM
844
Vivaldi Capital Management
Illinois
$564K +$106K +1,937 +22%
CIA
845
Choate Investment Advisors
Massachusetts
$561K +$170K +3,100 +42%
MSAM
846
Moloney Securities Asset Management
Missouri
$560K +$13.2K +241 +2%
IFS
847
Ifrah Financial Services
Arkansas
$555K -$4.16K -76 -0.7%
CPA
848
Court Place Advisors
Maryland
$550K – – –
LPT
849
Legacy Private Trust
Wisconsin
$549K – – –
OPWM
850
Oakwell Private Wealth Management
Texas
$549K +$49.2K +898 +10%
32 33
34
35 36