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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
301
ProVise Management Group
Florida
$1.09M +$1.1M +14,699 New
VFPI
302
Vantage Financial Partners (Illinois)
Illinois
$1.07M +$60K +800 +6%
SFP
303
Sterling Financial Planning
New Jersey
$1.04M +$323K +4,307 +44%
BFA
304
Beaumont Financial Advisors
Massachusetts
$1.04M -$364K -4,855 -26%
GG
305
Gofen & Glossberg
Illinois
$1.03M +$69.6K +928 +7%
SCM
306
Stonehearth Capital Management
Massachusetts
$1.03M +$543K +7,236 +109%
BFO
307
Biltmore Family Office
North Carolina
$1.01M +$197K +2,629 +24%
IA
308
IFG Advisors
Missouri
$1.01M +$371K +4,940 +57%
EVM
309
Eaton Vance Management
Massachusetts
$992K +$15.8K +210 +2%
SMG
310
Smart Money Group
Texas
$984K +$203K +2,699 +17%
ATC
311
Argent Trust Co
Tennessee
$952K -$130K -1,728 -12%
BEAM
312
Baker Ellis Asset Management
Washington
$929K -$11.3K -150 -1%
RC
313
RegentAtlantic Capital
New Jersey
$905K – – –
DP
314
Denver PWM
Colorado
$901K -$154K -2,049 -14%
HIA
315
Harbor Investment Advisory
Maryland
$890K +$170K +2,263 +23%
KA
316
Klingman & Associates
New York
$879K – – –
PA
317
Parallel Advisors
California
$867K -$385K -5,132 -31%
OCAM
318
Onex Canada Asset Management
Ontario, Canada
$854K +$358K +4,767 +71%
HR
319
Hardy Reed
Mississippi
$852K -$2.85K -38 -0.3%
CWM
320
Curi Wealth Management
North Carolina
$849K +$256K +3,409 +42%
BB
321
Busey Bank
Illinois
$826K +$600 +8 +0.1%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$813K -$21.2K -282 -3%
CFO
323
Collective Family Office
Pennsylvania
$809K – – –
DACG
324
Donor Advised Charitable Giving
California
$804K -$26.3K -350 -3%
NFG
325
Nations Financial Group
Iowa
$796K -$85.9K -1,144 -10%
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