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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
301
Kingsview Wealth Management
Oregon
$1.07M +$135 +2 +0%
DWT
302
Dorsey & Whitney Trust
South Dakota
$1.06M – – –
AWA
303
Aletheian Wealth Advisors
Washington
$1.05M -$203 -3 -0%
FLPIM
304
F.L. Putnam Investment Management
Massachusetts
$1.01M -$9.14K -135 -1%
SW
305
Simplicity Wealth
New Jersey
$1.01M +$435K +6,430 +86%
MFG
306
Magnus Financial Group
New York
$1M +$23.8K +352 +3%
MIAS
307
Mason Investment Advisory Services
Virginia
$1,000K +$13.8K +204 +2%
ICP
308
Interchange Capital Partners
Pennsylvania
$993K -$131K -1,935 -12%
KAS
309
Kestra Advisory Services
Texas
$986K +$77.4K +1,144 +9%
TFG
310
Tilson Financial Group
New Jersey
$984K +$1.56K +23 +0.2%
AFG
311
Allegheny Financial Group
Pennsylvania
$984K +$35.7K +527 +4%
TFA
312
Tobias Financial Advisors
Florida
$983K -$4.06K -60 -0.4%
HIA
313
Harbor Investment Advisory
Maryland
$979K – – –
Deutsche Bank
314
Deutsche Bank
Germany
$976K +$196K +2,897 +27%
TI
315
Truepoint Inc
Ohio
$974K – – –
GA
316
GFS Advisors
Texas
$965K -$73.1K -1,080 -8%
GT
317
Glenview Trust
Kentucky
$965K – – –
BB
318
Busey Bank
Illinois
$964K +$66.5K +982 +8%
WP
319
Westmount Partners
California
$957K -$1.35K -20 -0.2%
BF
320
BOK Financial
Oklahoma
$955K -$12.4K -183 -1%
FWTB
321
First Western Trust Bank
Colorado
$911K – – –
JWCA
322
J.W. Cole Advisors
Florida
$908K +$32.2K +476 +4%
AFG
323
Atomi Financial Group
New York
$903K -$34K -502 -4%
WPC
324
Wedmont Private Capital
Pennsylvania
$900K +$1.49K +22 +0.2%
HWM
325
HB Wealth Management
Georgia
$896K +$530K +7,827 +174%