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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$329K +$49K +932 +21%
RJT
252
Raymond James Trust
Florida
$328K -$453K -8,619 -59%
PCP
253
Proficio Capital Partners
Massachusetts
$327K +$294K +5,600 New
TA
254
Teachers Advisors
New York
$325K – – –
CMP
255
Courage Miller Partners
Virginia
$314K +$31.2K +594 +11%
AEPG
256
American Economic Planning Group
New Jersey
$310K -$14.9K -283 -5%
AA
257
Ancora Advisors
Ohio
$300K -$9.46K -180 -3%
CIM
258
Cambria Investment Management
California
$296K -$135K -2,564 -32%
V
259
Veritable
Delaware
$288K – – –
AWA
260
Arete Wealth Advisors
Illinois
$285K +$276K +5,255 New
RCG
261
Ruggie Capital Group
Florida
$283K – – –
GRP
262
Global Retirement Partners
California
$279K +$79.3K +1,509 +41%
SWP
263
Stratos Wealth Partners
Ohio
$278K +$270K +5,130 New
AWM
264
AllSquare Wealth Management
New York
$271K -$11K -210 -4%
IA
265
Independence Advisors
Pennsylvania
$271K – – –
IA
266
IndexIQ Advisors
New York
$266K -$8.8M -167,503 -97%
BAC
267
Boys Arnold & Co
North Carolina
$265K +$257K +4,891 New
SBH
268
Segall Bryant & Hamill
Illinois
$259K +$251K +4,776 New
AP
269
Advisor Partners
California
$258K -$14.6K -278 -6%
MWAC
270
Mariner Wealth Advisors (Cincinnati)
Ohio
$253K +$245K +4,669 New
DPI
271
Diversified Portfolios Inc
Michigan
$232K -$67.3K -1,281 -23%
CRC
272
Curi RMB Capital
Illinois
$228K – – –
RW
273
Rand Wealth
Maryland
$228K +$221K +4,204 New
SFS
274
Summit Financial Strategies
Ohio
$226K +$219K +4,167 New
CCM
275
Colorado Capital Management
Colorado
$224K +$3.57K +68 +2%
9 10
11
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