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iShares MSCI Emerging Markets ETF
EEM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
826
Archford Capital Strategies
Illinois
$483K +$7.32K +155 +1%
CPO
827
Cerity Partners OCIO
New York
$482K -$5.95K -126 -1%
AWC
828
Abundance Wealth Counselors
Pennsylvania
$481K -$16K -340 -3%
TGAM
829
TBH Global Asset Management
Tennessee
$481K +$37.4K +792 +8%
RIL
830
Rothschild Investment LLC
Illinois
$478K -$37.4K -793 -7%
SCM
831
SOL Capital Management
Maryland
$476K – – –
WTFG
832
Wells Trecaso Financial Group
Ohio
$476K +$70.8K +1,500 +17%
G
833
GenTrust
Florida
$474K -$193K -4,100 -28%
GIA
834
Gladstone Institutional Advisory
Florida
$474K -$31.5K -668 -6%
MCM
835
Monarch Capital Management
Indiana
$472K -$280K -5,923 -36%
BFO
836
Biltmore Family Office
North Carolina
$472K +$404K +8,560 +453%
PCMC
837
Private Capital Management (Colorado)
Colorado
$468K -$28.3K -600 -5%
CCA
838
Cobblestone Capital Advisors
New York
$466K -$1.23K -26 -0.3%
LPT
839
Legacy Private Trust
Wisconsin
$464K – – –
RCA
840
Rex Capital Advisors
Rhode Island
$464K – – –
CCFCSB
841
Cape Cod Five Cents Savings Bank
Massachusetts
$463K -$15.2K -323 -3%
RVPG
842
Relative Value Partners Group
$461K +$482K +10,209 New
GSWM
843
Golden State Wealth Management
California
$456K -$12.9K -273 -3%
CFFP
844
Center for Financial Planning
Michigan
$456K +$401K +8,501 +529%
MSAM
845
Moloney Securities Asset Management
Missouri
$453K -$11.4K -241 -2%
CFN
846
Cordasco Financial Network
Florida
$451K – – –
CWA
847
Cornerstone Wealth Advisors
Minnesota
$450K -$17.8K -377 -4%
CGPCS
848
Capital Group Private Client Services
California
$447K +$201K +4,251 +75%
GC
849
Globeflex Capital
California
$446K – – –
HCM
850
Howland Capital Management
Massachusetts
$446K – – –
32 33
34
35 36