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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
301
Tobias Financial Advisors
Florida
$938K -$119K -1,973 -10%
BWM
302
Baystate Wealth Management
Massachusetts
$935K +$772K +12,757 +293%
FWTB
303
First Western Trust Bank
Colorado
$932K -$171K -2,826 -14%
SWA
304
Sax Wealth Advisors
New Jersey
$928K -$63.8K -1,054 -6%
RWA
305
Ropes Wealth Advisors
Massachusetts
$925K
Principal Financial Group
306
Principal Financial Group
Iowa
$922K
WCFA
307
Walkner Condon Financial Advisors
Wisconsin
$921K +$43.7K +722 +4%
RF
308
Resolute Financial
Massachusetts
$909K -$15.7K -260 -2%
Citigroup
309
Citigroup
New York
$905K -$57.2K -945 -5%
SFP
310
Sterling Financial Planning
New Jersey
$904K -$60.9K -1,007 -6%
FFA
311
First Foundation Advisors
California
$902K +$999K +16,517 New
NA
312
Nottingham Advisors
New York
$890K -$15.2K -252 -2%
WCF
313
West Coast Financial
California
$883K -$33.9K -560 -3%
YIH
314
Y-Intercept (HK)
Hong Kong
$861K +$954K +15,769 New
WPW
315
Waldron Private Wealth
Pennsylvania
$844K -$879K -14,536 -48%
MA
316
MAS Advisors
Florida
$842K +$23.7K +392 +3%
ICP
317
Interchange Capital Partners
Pennsylvania
$838K +$432K +7,143 +87%
SLT
318
St Louis Trust
Missouri
$813K
BFEC
319
Benjamin F. Edwards & Company
Missouri
$804K +$128K +2,109 +17%
CWA
320
Cornerstone Wealth Advisors
Minnesota
$793K -$39.1K -646 -4%
OC
321
Oppenheimer & Co
New York
$779K -$45.6K -753 -5%
KA
322
Klingman & Associates
New York
$779K +$121K +2,000 +16%
MA
323
Mutual Advisors
Nebraska
$777K -$128K -2,118 -13%
CA
324
Continuum Advisory
Idaho
$766K +$23.3K +385 +3%
HIA
325
Harbor Investment Advisory
Maryland
$753K -$101K -1,665 -11%