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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
301
Collective Family Office
Pennsylvania
$746K +$688K +10,909 New
ADL
302
Asset Dedication LLC
California
$732K -$35.8K -568 -5%
APSP
303
Asset Planning Services (Pennsylvania)
Pennsylvania
$699K -$297K -4,712 -32%
PWPS
304
Pinnacle Wealth Planning Services
Ohio
$695K -$39.4K -624 -6%
IRC
305
Investors Research Corp
Georgia
$681K +$344K +5,445 +121%
V
306
Veritable
Delaware
$679K -$64.4K -1,021 -9%
FFG
307
Fullen Financial Group
Ohio
$676K +$4.54K +72 +0.7%
ICP
308
Interchange Capital Partners
Pennsylvania
$674K +$623K +9,873 New
HIA
309
Harbor Investment Advisory
Maryland
$672K +$202K +3,200 +48%
SLT
310
St Louis Trust
Missouri
$662K – – –
ACS
311
Archford Capital Strategies
Illinois
$659K +$7.89K +125 +1%
VFA
312
Voya Financial Advisors
Connecticut
$642K +$12.9K +205 +2%
BFO
313
Biltmore Family Office
North Carolina
$642K +$221K +3,506 +60%
CWA
314
Capital Wealth Alliance
Arizona
$640K -$13.6K -215 -2%
PA
315
Pinnacle Associates
New York
$634K +$51.1K +810 +10%
KPWG
316
KFA Private Wealth Group
Virginia
$627K -$6.63K -105 -1%
RCM
317
RNC Capital Management
California
$625K -$61.8K -979 -10%
SFS
318
Solitude Financial Services
Virginia
$619K +$571K +9,054 New
VCA
319
Verdence Capital Advisors
Maryland
$617K -$1.39K -22 -0.2%
PFGIA
320
Patriot Financial Group Insurance Agency
Massachusetts
$617K +$97.1K +1,538 +21%
WCWM
321
Wooster Corthell Wealth Management
Connecticut
$609K -$19.5K -309 -3%
LWCFA
322
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$609K +$171K +2,716 +44%
GGS
323
Galvin Gaustad & Stein
Arizona
$607K +$560K +8,874 New
FVWA
324
Foster Victor Wealth Advisors
South Carolina
$604K +$4.48K +71 +0.8%
FIB
325
First Interstate Bank
Montana
$595K -$11.5K -183 -2%
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