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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
251
Great Point Wealth Advisors
Massachusetts
$1.57M – – –
PWM
252
Perigon Wealth Management
California
$1.56M +$85.4K +1,050 +6%
FA
253
FDx Advisors
Illinois
$1.56M +$27.9K +343 +2%
GWM
254
Geneos Wealth Management
Colorado
$1.56M +$269K +3,311 +20%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$1.55M -$258K -3,173 -14%
MFC
256
Morris Financial Concepts
South Carolina
$1.54M -$184K -2,268 -10%
IPW
257
Intergy Private Wealth
Colorado
$1.54M – – –
EWM
258
Empirical Wealth Management
Washington
$1.54M -$52.4K -645 -3%
CPA
259
Cardiff Park Advisors
California
$1.53M – – –
KP
260
Keel Point
Alabama
$1.51M +$109K +1,342 +7%
LF
261
Lee Financial
Texas
$1.51M -$29.7K -365 -2%
HPM
262
Hudson Portfolio Management
New York
$1.49M – – –
AFG
263
Allegheny Financial Group
Pennsylvania
$1.49M +$45.5K +560 +3%
FWP
264
Falcon Wealth Planning
California
$1.48M -$43.7K -538 -3%
QCG
265
Quadrant Capital Group
Ohio
$1.47M -$467K -5,741 -23%
UCFA
266
United Capital Financial Advisors
Texas
$1.47M +$334K +4,111 +28%
FWCM
267
Ferguson Wellman Capital Management
Oregon
$1.46M +$1.52M +18,638 New
EA
268
Efficient Advisors
Ohio
$1.46M -$144K -1,773 -9%
SCM
269
SCS Capital Management
Massachusetts
$1.45M -$81.8K -1,006 -5%
PA
270
Parallel Advisors
California
$1.45M +$641K +7,888 +75%
UB
271
UMB Bank
Missouri
$1.43M -$151K -1,854 -9%
GAM
272
GEM Asset Management
Michigan
$1.39M – – –
MGWA
273
Monument Group Wealth Advisors
Massachusetts
$1.38M +$28.3K +348 +2%
CA
274
Continuum Advisory
Idaho
$1.36M -$45K -553 -3%
WCFA
275
Walkner Condon Financial Advisors
Wisconsin
$1.35M +$117K +1,445 +9%