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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
301
Ropes Wealth Advisors
Massachusetts
$1.06M +$62.6K +1,054 +6%
BCG
302
Breakwater Capital Group
New Jersey
$1.05M +$33.4K +562 +3%
CSIA
303
Charles Schwab Investment Advisory
California
$1.05M -$13.1K -221 -1%
GWM
304
Geneos Wealth Management
Colorado
$1.04M -$120K -2,021 -10%
BI
305
Berkeley Inc
Idaho
$1.03M -$950 -16 -0.1%
HIA
306
Harbor Investment Advisory
Maryland
$1.03M – – –
JFG
307
JMG Financial Group
Illinois
$1.02M +$716K +12,063 +234%
FFA
308
First Foundation Advisors
California
$1.01M +$90.1K +1,518 +10%
NW
309
NewEdge Wealth
Pennsylvania
$1.01M +$1.01M +16,968 New
OCFG
310
O'Connor Financial Group
Illinois
$1M +$1M +16,883 New
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$1M +$332K +5,600 +50%
SFM
312
Signet Financial Management
New Jersey
$984K -$19.9K -336 -2%
FWTB
313
First Western Trust Bank
Colorado
$975K -$31K -522 -3%
AP
314
Adero Partners
California
$969K -$4.45K -75 -0.5%
NA
315
Nottingham Advisors
New York
$969K -$3.56K -60 -0.4%
Principal Financial Group
316
Principal Financial Group
Iowa
$966K -$23.2K -390 -2%
CA
317
Clearstead Advisors
Ohio
$960K -$1.37M -23,015 -59%
Citigroup
318
Citigroup
New York
$957K -$98.6K -1,660 -9%
PWM
319
Perigon Wealth Management
California
$951K -$6.71K -113 -0.7%
KAS
320
Kestra Advisory Services
Texas
$951K -$401K -6,746 -30%
MA
321
MAS Advisors
Florida
$948K -$23.5K -396 -2%
CA
322
Continuum Advisory
Idaho
$943K +$42K +708 +5%
WCM
323
Windham Capital Management
Massachusetts
$943K +$941K +15,849 New
WPW
324
Waldron Private Wealth
Pennsylvania
$942K +$21.6K +364 +2%
CAC
325
Certified Advisory Corp
Florida
$942K -$140K -2,355 -13%