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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
301
Willow Creek Wealth Management
California
$600K +$196K +3,402 +48%
PBO
302
Peoples Bank (Ohio)
Ohio
$597K -$87.2K -1,511 -13%
MCM
303
Manchester Capital Management
Vermont
$588K -$57.4K -995 -9%
FC
304
Financial Consulate
Maryland
$578K +$17.1K +297 +3%
LFPWM
305
Leicht Financial Planning & Wealth Management
New Jersey
$574K -$208K -3,611 -27%
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$572K -$115 -2 -0%
CA
307
Cumberland Advisors
Florida
$548K -$73.9K -1,280 -12%
VCM
308
Vivaldi Capital Management
Illinois
$540K -$513K -8,885 -49%
NWM
309
Northwest Wealth Management
Iowa
$539K +$54.3K +941 +11%
KCPG
310
Kavar Capital Partners Group
Kansas
$536K -$22.6K -392 -4%
RCG
311
Ruggie Capital Group
Florida
$527K +$390K +6,762 +280%
AL
312
Aspiriant LLC
California
$522K -$38.6K -668 -7%
RCM
313
RNC Capital Management
California
$522K -$28.9K -500 -5%
FT
314
Fiduciary Trust
Massachusetts
$513K -$213K -3,681 -29%
DC
315
Davenport & Co
Virginia
$513K -$42.1K -730 -8%
NFP
316
Narus Financial Partners
Utah
$501K +$504K +8,736 New
FLPIM
317
F.L. Putnam Investment Management
Massachusetts
$499K -$46.8K -810 -9%
QFA
318
Quattro Financial Advisors
Texas
$498K +$501K +8,674 New
PFM
319
Peak Financial Management
Massachusetts
$491K -$1.67K -29 -0.3%
EVM
320
Eaton Vance Management
Massachusetts
$483K +$154K +2,662 +46%
AWM
321
Aries Wealth Management
Maine
$478K +$204K +3,525 +75%
AI
322
Atria Investments
North Carolina
$476K -$86.8K -1,504 -15%
SWM
323
SVA Wealth Management
Wisconsin
$472K – – –
PP
324
Prudential plc
United Kingdom
$471K -$110K -1,900 -19%
PWM
325
Perigon Wealth Management
California
$468K +$26.6K +460 +6%
11 12
13
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