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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
326
Great Point Wealth Advisors
Massachusetts
$724K -$748K -13,648 -48%
TFA
327
Tobias Financial Advisors
Florida
$724K -$129K -2,353 -14%
MFG
328
Magnus Financial Group
New York
$715K -$178K -3,237 -18%
CWA
329
Cornerstone Wealth Advisors
Minnesota
$694K -$16.7K -305 -2%
ADL
330
Asset Dedication LLC
California
$674K +$756K +13,792 New
OC
331
Oppenheimer & Co
New York
$670K -$30.2K -550 -4%
VIM
332
Vista Investment Management
Pennsylvania
$659K +$61.3K +1,118 +9%
HIA
333
Harbor Investment Advisory
Maryland
$654K -$20.6K -375 -3%
DP
334
Denver PWM
Colorado
$654K +$49.7K +906 +7%
GA
335
GFS Advisors
Texas
$649K – – –
RC
336
RegentAtlantic Capital
New Jersey
$632K +$117K +2,138 +20%
CPA
337
Cardiff Park Advisors
California
$597K – – –
SBH
338
Segall Bryant & Hamill
Illinois
$590K +$329K +5,995 +98%
FC
339
Forte Capital
New York
$585K +$2.74K +50 +0.4%
SCM
340
Stonehearth Capital Management
Massachusetts
$582K +$54.3K +991 +9%
WCWM
341
Wooster Corthell Wealth Management
Connecticut
$582K +$161K +2,935 +33%
OCM
342
Objective Capital Management
Ohio
$570K +$3.02K +55 +0.5%
Invesco
343
Invesco
Georgia
$566K -$71.1K -1,297 -10%
BHWM
344
Beaird Harris Wealth Management
Texas
$566K -$16.2K -295 -2%
FHA
345
First Horizon Advisors
Tennessee
$563K -$68.2K -1,243 -10%
MAM
346
McLean Asset Management
Virginia
$557K -$6.09K -111 -1%
MFG
347
Merit Financial Group
Georgia
$557K +$626K +11,409 New
BSWA
348
Bromfield Sneider Wealth Advisors
Massachusetts
$554K +$69.4K +1,265 +13%
1WM
349
1900 Wealth Management
Texas
$553K +$53.7K +979 +9%
BNP Paribas Financial Markets
350
BNP Paribas Financial Markets
France
$550K +$618K +11,265 New