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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
301
Premise Capital
Illinois
$629K +$621K +10,994 New
VC
302
Vicus Capital
Pennsylvania
$610K -$34K -602 -5%
FC
303
Financial Consulate
Maryland
$603K +$26.3K +466 +5%
MFT
304
Moisand Fitzgerald Tamayo
Florida
$600K -$16K -283 -3%
TI
305
Truepoint Inc
Ohio
$597K -$7.35K -130 -1%
PTB
306
Pioneer Trust Bank
Oregon
$591K -$186K -3,300 -24%
WCWM
307
Willow Creek Wealth Management
California
$591K -$6.78K -120 -1%
MCM
308
Manchester Capital Management
Vermont
$586K – – –
AL
309
Aspiriant LLC
California
$578K +$55.3K +978 +11%
PWAG
310
Polaris Wealth Advisory Group
California
$575K +$581K +10,286 New
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$566K -$4.35K -77 -0.8%
PP
312
Prudential plc
United Kingdom
$549K +$79.1K +1,400 +17%
CBFP
313
Cedar Brook Financial Partners
Ohio
$548K -$134K -2,373 -20%
CA
314
Cumberland Advisors
Florida
$537K -$9.04K -160 -2%
KCPG
315
Kavar Capital Partners Group
Kansas
$534K – – –
IA
316
IFG Advisors
Missouri
$523K +$516K +9,133 New
RCM
317
RNC Capital Management
California
$521K – – –
KWM
318
Kingsview Wealth Management
Oregon
$514K +$86.9K +1,538 +21%
DC
319
Davenport & Co
Virginia
$513K – – –
PFM
320
Peak Financial Management
Massachusetts
$513K +$23.7K +420 +5%
NWM
321
Northwest Wealth Management
Iowa
$511K -$26.1K -461 -5%
KM
322
Kalos Management
Georgia
$510K -$214K -3,784 -30%
NFP
323
Narus Financial Partners
Utah
$505K +$5.26K +93 +1%
VFPI
324
Vantage Financial Partners (Illinois)
Illinois
$504K +$79.1K +1,400 +19%
PBO
325
Peoples Bank (Ohio)
Ohio
$497K -$96.4K -1,706 -16%
11 12
13
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