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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
251
West Coast Financial
California
$1.02M -$30K -523 -3%
RHBC
252
R.H. Bluestein & Co
Michigan
$1.01M +$65.3K +1,140 +7%
AI
253
Atria Investments
North Carolina
$1.01M -$320K -5,586 -25%
FCI
254
Financial Counselors Inc
Kansas
$1M -$32K -558 -3%
A
255
AdvicePeriod
California
$1M +$667K +11,643 +219%
RWA
256
Ropes Wealth Advisors
Massachusetts
$990K -$5.45K -95 -0.6%
GG
257
Gofen & Glossberg
Illinois
$984K -$94.6K -1,650 -9%
SGA
258
Strategic Global Advisors
California
$979K +$74.3K +1,296 +8%
GA
259
GFS Advisors
Texas
$974K -$6.82K -119 -0.7%
SPC
260
Sigma Planning Corp
Michigan
$972K +$229K +3,999 +32%
SMG
261
Smart Money Group
Texas
$963K -$133K -2,317 -12%
AIP
262
Almanack Investment Partners
Pennsylvania
$962K +$883K +15,399 New
AP
263
Adero Partners
California
$961K – – –
PA
264
Parallel Advisors
California
$920K +$392K +6,843 +78%
AIM
265
Alhambra Investment Management
Florida
$893K +$127K +2,208 +17%
APSP
266
Asset Planning Services (Pennsylvania)
Pennsylvania
$882K -$6.31K -110 -0.7%
PP
267
Prudential plc
United Kingdom
$878K -$1.65M -28,800 -66%
BFPW
268
BOK Financial Private Wealth
Colorado
$877K -$411K -7,176 -33%
BEAM
269
Baker Ellis Asset Management
Washington
$867K -$182K -3,169 -18%
PWM
270
PBMares Wealth Management
Virginia
$854K – – –
DADC
271
D.A. Davidson & Co
Montana
$839K +$300K +5,230 +58%
DP
272
Denver PWM
Colorado
$837K -$8.83K -154 -1%
EVM
273
Eaton Vance Management
Massachusetts
$829K +$27.9K +486 +4%
RIM
274
Rockbridge Investment Management
New York
$819K -$287 -5 -0%
MFG
275
Magnus Financial Group
New York
$773K -$6.65K -116 -0.9%
9 10
11
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