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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30K
WB
327
Webster Bank
Connecticut
$29K -$20.2K -355 -42%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$28K -$47.5K -833 -63%
WTB
329
Washington Trust Bank
Washington
$27K +$26.8K +470 New
CFA
330
Carroll Financial Associates
North Carolina
$26K
VIA
331
Vantage Investment Advisors
Pennsylvania
$24K +$9K +158 +62%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$23K
SHJ
333
Sharkey, Howes & Javer
Colorado
$23K
AIM
334
Advantage Investment Management
Iowa
$21K
EWM
335
Evercore Wealth Management
New York
$20K +$20.1K +352 New
CWM
336
Cranbrook Wealth Management
Michigan
$19K
PMFA
337
Plante Moran Financial Advisors
Michigan
$19K
CTC
338
Central Trust Company
Missouri
$17K
FANJ
339
Financial Architects (New Jersey)
New Jersey
$17K
SF
340
Synovus Financial
Georgia
$16K +$5.64K +99 +60%
MFW
341
Mosaic Family Wealth
Missouri
$13K
WTC
342
WhitTier Trust Company
Nevada
$13K
KPCM
343
Kings Point Capital Management
New York
$12K
SSB
344
Sandy Spring Bank
Maryland
$11K -$3.82K -67 -26%
SIM
345
Sonora Investment Management
Arizona
$9.89K +$9.74K +171 New
CHP
346
Cable Hill Partners
Oregon
$8K
TDC
347
Thompson Davis & Co
Virginia
$7K
DSC
348
Duncker Streett & Co
Missouri
$6K
PWM
349
Perigon Wealth Management
California
$6K
UBS AM
350
UBS AM
Illinois
$4.8K +$4.73K +83 New