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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
SVA Wealth Management
Wisconsin
$472K – – –
PP
327
Prudential plc
United Kingdom
$471K -$110K -1,900 -19%
PWM
328
Perigon Wealth Management
California
$468K +$26.6K +460 +6%
CB
329
Commerce Bank
Missouri
$452K +$74.8K +1,296 +20%
AC
330
Avestar Capital
New York
$444K +$10.9K +188 +2%
WCM
331
Wealthcare Capital Management
Virginia
$433K -$37.3K -646 -8%
WI
332
WrapManager Inc
California
$433K -$4.5K -78 -1%
KWM
333
Kingsview Wealth Management
Oregon
$427K -$7.04K -122 -2%
VFPI
334
Vantage Financial Partners (Illinois)
Illinois
$425K +$427K +7,400 New
ECM
335
Evergreen Capital Management
Washington
$423K -$2.29M -39,752 -84%
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$415K -$11.5K -199 -3%
ACA
337
Atlas Capital Advisors
Wyoming
$413K – – –
ACS
338
Archford Capital Strategies
Illinois
$410K +$17.5K +303 +4%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$402K – – –
TFA
340
TPG Financial Advisors
Oregon
$398K -$9.18K -159 -2%
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$394K – – –
PPA
342
Parametric Portfolio Associates
Washington
$392K -$300K -5,202 -43%
NB
343
Nicolet Bankshares
Wisconsin
$388K -$51.2K -886 -12%
CCA
344
Cobblestone Capital Advisors
New York
$388K +$45.1K +782 +13%
WPP
345
Whalerock Point Partners
Rhode Island
$385K -$577 -10 -0.1%
TSS
346
Two Sigma Securities
New York
$382K +$384K +6,650 New
RJT
347
Raymond James Trust
Florida
$379K +$11.8K +205 +3%
NL
348
NWAM LLC
Washington
$377K -$1.21K -21 -0.3%
FIB
349
First Interstate Bank
Montana
$375K -$62.1K -1,075 -14%
MFGP
350
Marshall Financial Group (Pennsylvania)
Pennsylvania
$375K +$5.25K +91 +1%