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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
351
Wedbush Securities
California
$269K +$60.6K +918 +29%
CCM
352
Colorado Capital Management
Colorado
$266K -$4.09K -62 -1%
MCIA
353
Mountain Capital Investment Advisors
Colorado
$266K +$269K +4,075 New
CBU
354
CIBC Bank USA
Illinois
$258K +$34.6K +525 +15%
PCP
355
Proficio Capital Partners
Massachusetts
$256K – – –
TFO
356
Tarbox Family Office
California
$249K – – –
AOWM
357
Alpha Omega Wealth Management
Virginia
$248K – – –
SAM
358
Summit Asset Management
Tennessee
$248K – – –
AEPG
359
American Economic Planning Group
New Jersey
$244K -$29.5K -447 -11%
MI
360
Moneywise Inc
Virginia
$239K +$5.61K +85 +2%
HFP
361
Holistic Financial Partners
Indiana
$236K -$11.6K -176 -5%
SG
362
StoneX Group
New York
$235K +$238K +3,610 New
AWA
363
Arete Wealth Advisors
Illinois
$231K -$163K -2,472 -41%
VV
364
Verity & Verity
South Carolina
$231K +$233K +3,536 New
S
365
SignatureFD
Georgia
$229K +$21.2K +322 +10%
SMFS
366
Squar Milner Financial Services
California
$227K – – –
FIB
367
First Interstate Bank
Montana
$223K +$17.4K +263 +8%
AFNAS
368
American Financial Network Advisory Services
California
$220K -$300K -4,541 -100%
PFM
369
Peak Financial Management
Massachusetts
$220K +$223K +3,375 New
IC
370
Intersect Capital
California
$215K -$4.29K -65 -2%
MIH
371
Madison Investment Holdings
Wisconsin
$215K – – –
IWP
372
Icon Wealth Partners
Texas
$214K – – –
P
373
Pitcairn
Pennsylvania
$214K +$216K +3,279 New
FIMS
374
FBL Investment Management Services
Iowa
$207K – – –
AP
375
Appleton Partners
Massachusetts
$206K +$209K +3,165 New
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15
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