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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHWA
301
Petersen Hastings Wealth Advisors
Washington
$1.06M -$64.1K -788 -5%
BFG
302
Birch Financial Group
New Hampshire
$1.06M +$76.8K +945 +8%
BF
303
BOK Financial
Oklahoma
$1.05M +$49.6K +610 +5%
BB
304
Busey Bank
Illinois
$1.05M -$67.6K -832 -6%
FLPIM
305
F.L. Putnam Investment Management
Massachusetts
$1.03M -$65.5K -806 -6%
SAI
306
Savvy Advisors Inc
New York
$1.02M +$105K +1,297 +11%
PWA
307
Physician Wealth Advisors
Utah
$1.02M -$29.9K -368 -3%
BCG
308
BayBridge Capital Group
California
$1.02M
TFG
309
Tilson Financial Group
New Jersey
$1M -$20.3K -250 -2%
GT
310
Glenview Trust
Kentucky
$994K -$48.6K -598 -5%
TFA
311
Tobias Financial Advisors
Florida
$992K -$22.6K -278 -2%
ICP
312
Interchange Capital Partners
Pennsylvania
$991K +$138K +1,694 +12%
WP
313
Westmount Partners
California
$985K +$40K +492 +4%
YIH
314
Y-Intercept (HK)
Hong Kong
$973K +$264K +3,243 +35%
TI
315
Truepoint Inc
Ohio
$969K
UBS AM
316
UBS AM
Illinois
$949K +$900K +11,065 +1,061%
AC
317
Apella Capital
Connecticut
$935K +$543K +6,680 +156%
MIAS
318
Mason Investment Advisory Services
Virginia
$927K
KeyBank National Association
319
KeyBank National Association
Ohio
$926K +$75K +922 +8%
MFIM
320
Mesirow Financial Investment Management
Illinois
$909K +$149K +1,831 +19%
WT
321
Whittier Trust
California
$895K
WCP
322
Wealthcare Capital Partners
Pennsylvania
$891K +$11.8K +145 +1%
SAM
323
Smartleaf Asset Management
Massachusetts
$858K +$49.6K +610 +6%
IBOK
324
Independence Bank of Kentucky
Kentucky
$847K
FWP
325
Family Wealth Partners
North Carolina
$847K