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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
301
One Day In July LLC
Vermont
$652K +$10.4K +186 +2%
MCM
302
Manchester Capital Management
Vermont
$646K – – –
VIM
303
Vista Investment Management
Pennsylvania
$645K +$25.5K +456 +4%
WA
304
WP Advisors
California
$644K -$21.3K -381 -3%
PCM
305
Pointe Capital Management
Michigan
$635K +$96.4K +1,721 +18%
CA
306
Cumberland Advisors
Florida
$622K – – –
JIC
307
Johnson Investment Counsel
Ohio
$619K -$6.38K -114 -1%
TI
308
Truepoint Inc
Ohio
$607K +$7.28K +130 +1%
CFD
309
Creative Financial Designs
Indiana
$597K -$59.3K -1,058 -9%
AI
310
Atria Investments
North Carolina
$591K -$691K -12,329 -55%
KM
311
Kalos Management
Georgia
$584K -$141K -2,512 -20%
LYV
312
Live Your Vision
Pennsylvania
$583K +$4.48K +80 +0.8%
PP
313
Prudential plc
United Kingdom
$580K +$39.2K +700 +7%
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$573K +$68.7K +1,227 +14%
AL
315
Aspiriant LLC
California
$561K -$772K -13,783 -59%
FC
316
Financial Consulate
Maryland
$561K +$278K +4,965 +103%
KCPG
317
Kavar Capital Partners Group
Kansas
$559K -$6.89K -123 -1%
PP
318
PagnatoKarp Partners
Virginia
$555K -$10.2M -182,630 -95%
DC
319
Davenport & Co
Virginia
$555K -$8.4K -150 -2%
RCM
320
RNC Capital Management
California
$551K -$442K -7,900 -45%
FLPIM
321
F.L. Putnam Investment Management
Massachusetts
$546K – – –
HSA
322
HBK Sorce Advisory
Pennsylvania
$542K -$713K -12,733 -57%
AFM
323
Andesa Financial Management
Pennsylvania
$504K +$232K +4,138 +90%
PFM
324
Peak Financial Management
Massachusetts
$493K +$25.5K +455 +6%
NWM
325
Northwest Wealth Management
Iowa
$486K +$9.3K +166 +2%
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