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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
276
Aletheian Wealth Advisors
Washington
$1.14M +$63 +1 +0%
TIM
277
Tortoise Investment Management
New York
$1.11M -$23.2K -370 -2%
PBT
278
Pictet Bank & Trust
Bahamas
$1.1M – – –
GAM
279
GEM Asset Management
Michigan
$1.09M – – –
CA
280
Continuum Advisory
Idaho
$1.08M +$5.14K +82 +0.5%
BI
281
Berkeley Inc
Idaho
$1.07M +$13.2K +211 +1%
MGW
282
MB Generational Wealth
Washington
$1.06M +$376K +6,004 +53%
FFM
283
Forum Financial Management
Illinois
$1.06M – – –
BWA
284
Beam Wealth Advisors
Louisiana
$1.01M +$1.03M +16,459 New
AWS
285
Atria Wealth Solutions
New York
$1.01M -$215K -3,436 -17%
CA
286
Clearstead Advisors
Ohio
$1.01M -$67K -1,069 -6%
WPWM
287
Windward Private Wealth Management
Kansas
$1M -$37.1K -592 -4%
DWT
288
Dorsey & Whitney Trust
South Dakota
$994K -$87.8K -1,400 -8%
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$984K +$93.5K +1,491 +10%
WCM
290
Windham Capital Management
Massachusetts
$977K – – –
WPW
291
Waldron Private Wealth
Pennsylvania
$976K – – –
KAS
292
Kestra Advisory Services
Texas
$971K +$32K +510 +3%
ICP
293
Interchange Capital Partners
Pennsylvania
$969K -$51.4K -820 -5%
HG
294
Harbor Group
New Hampshire
$968K -$57K -909 -5%
SWA
295
Sax Wealth Advisors
New Jersey
$954K +$64.1K +1,023 +7%
ACA
296
Aptus Capital Advisors
Alabama
$938K +$286K +4,567 +43%
SB
297
Strategic Blueprint
Georgia
$932K +$13K +207 +1%
GA
298
GFS Advisors
Texas
$887K -$871K -13,886 -97%
CWM
299
Cahill Wealth Management
Michigan
$879K -$9.47K -151 -1%
BCG
300
BayBridge Capital Group
California
$874K +$24.7K +394 +3%
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