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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIB
301
First Interstate Bank
Montana
$524K +$54.8K +956 +12%
DWM
302
Dakota Wealth Management
Florida
$518K -$61.1K -1,065 -11%
FVWA
303
Foster Victor Wealth Advisors
South Carolina
$517K -$172K -3,005 -26%
FEM
304
Fulcrum Equity Management
Texas
$514K -$960K -16,741 -66%
VIM
305
Vista Investment Management
Pennsylvania
$507K +$12.9K +225 +3%
SB
306
Strategic Blueprint
Georgia
$503K -$5.33K -93 -1%
PA
307
Pinnacle Associates
New York
$499K -$186K -3,245 -28%
FHA
308
First Horizon Advisors
Tennessee
$498K -$14.6K -254 -3%
SRC
309
Sage Rhino Capital
California
$487K -$1.83K -32 -0.4%
MFT
310
Moisand Fitzgerald Tamayo
Florida
$475K -$20.5K -357 -4%
HSA
311
HBK Sorce Advisory
Pennsylvania
$468K -$379K -6,613 -45%
WFA
312
Wellspring Financial Advisors
Ohio
$458K -$50.4K -879 -10%
IAN
313
Integrated Advisors Network
Texas
$454K +$441K +7,695 New
KeyBank National Association
314
KeyBank National Association
Ohio
$454K +$442K +7,703 New
AOWM
315
Alpha Omega Wealth Management
Virginia
$452K -$401 -7 -0.1%
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$442K +$191K +3,325 +80%
AFP
317
Ausdal Financial Partners
Iowa
$438K +$134K +2,338 +46%
SBH
318
Segall Bryant & Hamill
Illinois
$418K -$4.01K -70 -1%
9WM
319
9258 Wealth Management
Ohio
$415K -$9K -157 -2%
Carson Wealth (CWM LLC)
320
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$399K – – –
WPP
322
Whalerock Point Partners
Rhode Island
$395K -$361K -6,305 -94%
BUB
323
BBVA USA Bancshares
Texas
$392K -$11.6K -202 -3%
RJT
324
Raymond James Trust
Florida
$392K +$36.9K +644 +11%
HIA
325
Harbor Investment Advisory
Maryland
$391K -$17.1K -299 -4%