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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
301
Dakota Wealth Management
Florida
$518K -$61.1K -1,065 -11%
FVWA
302
Foster Victor Wealth Advisors
South Carolina
$517K -$172K -3,005 -26%
FEM
303
Fulcrum Equity Management
Texas
$514K -$960K -16,741 -66%
VIM
304
Vista Investment Management
Pennsylvania
$507K +$12.9K +225 +3%
SB
305
Strategic Blueprint
Georgia
$503K -$5.33K -93 -1%
PA
306
Pinnacle Associates
New York
$499K -$186K -3,245 -28%
FHA
307
First Horizon Advisors
Tennessee
$498K -$14.6K -254 -3%
SRC
308
Sage Rhino Capital
California
$487K -$1.83K -32 -0.4%
MFT
309
Moisand Fitzgerald Tamayo
Florida
$475K -$20.5K -357 -4%
HSA
310
HBK Sorce Advisory
Pennsylvania
$468K -$379K -6,613 -45%
WFA
311
Wellspring Financial Advisors
Ohio
$458K -$50.4K -879 -10%
IAN
312
Integrated Advisors Network
Texas
$454K +$441K +7,695 New
KeyBank National Association
313
KeyBank National Association
Ohio
$454K +$442K +7,703 New
AOWM
314
Alpha Omega Wealth Management
Virginia
$452K -$401 -7 -0.1%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$191K +3,325 +80%
AFP
316
Ausdal Financial Partners
Iowa
$438K +$134K +2,338 +46%
SBH
317
Segall Bryant & Hamill
Illinois
$418K -$4.01K -70 -1%
9WM
318
9258 Wealth Management
Ohio
$415K -$9K -157 -2%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$402K
PGFC
320
Peapack-Gladstone Financial Corp
New Jersey
$399K
WPP
321
Whalerock Point Partners
Rhode Island
$395K -$361K -6,305 -94%
BUB
322
BBVA USA Bancshares
Texas
$392K -$11.6K -202 -3%
RJT
323
Raymond James Trust
Florida
$392K +$36.9K +644 +11%
HIA
324
Harbor Investment Advisory
Maryland
$391K -$17.1K -299 -4%
SFS
325
Summit Financial Strategies
Ohio
$391K +$975 +17 +0.3%