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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
301
Moisand Fitzgerald Tamayo
Florida
$618K -$38.7K -671 -6%
CFD
302
Creative Financial Designs
Indiana
$615K +$15.5K +268 +3%
TI
303
Truepoint Inc
Ohio
$606K – – –
WCWM
304
Willow Creek Wealth Management
California
$600K +$196K +3,402 +48%
PBO
305
Peoples Bank (Ohio)
Ohio
$597K -$87.2K -1,511 -13%
MCM
306
Manchester Capital Management
Vermont
$588K -$57.4K -995 -9%
FC
307
Financial Consulate
Maryland
$578K +$17.1K +297 +3%
LFPWM
308
Leicht Financial Planning & Wealth Management
New Jersey
$574K -$208K -3,611 -27%
WAM
309
Wealthspire Advisors (Maryland)
Maryland
$572K -$115 -2 -0%
CA
310
Cumberland Advisors
Florida
$548K -$73.9K -1,280 -12%
VCM
311
Vivaldi Capital Management
Illinois
$540K -$513K -8,885 -49%
NWM
312
Northwest Wealth Management
Iowa
$539K +$54.3K +941 +11%
KCPG
313
Kavar Capital Partners Group
Kansas
$536K -$22.6K -392 -4%
RCG
314
Ruggie Capital Group
Florida
$527K +$390K +6,762 +280%
AL
315
Aspiriant LLC
California
$522K -$38.6K -668 -7%
RCM
316
RNC Capital Management
California
$522K -$28.9K -500 -5%
FT
317
Fiduciary Trust
Massachusetts
$513K -$213K -3,681 -29%
DC
318
Davenport & Co
Virginia
$513K -$42.1K -730 -8%
NFP
319
Narus Financial Partners
Utah
$501K +$504K +8,736 New
FLPIM
320
F.L. Putnam Investment Management
Massachusetts
$499K -$46.8K -810 -9%
QFA
321
Quattro Financial Advisors
Texas
$498K +$501K +8,674 New
PFM
322
Peak Financial Management
Massachusetts
$491K -$1.67K -29 -0.3%
EVM
323
Eaton Vance Management
Massachusetts
$483K +$154K +2,662 +46%
AWM
324
Aries Wealth Management
Maine
$478K +$204K +3,525 +75%
AI
325
Atria Investments
North Carolina
$476K -$86.8K -1,504 -15%
11 12
13
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