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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
351
Stonehearth Capital Management
Massachusetts
$597K +$87.5K +1,446 +15%
IFA
352
Index Fund Advisors
California
$596K +$1.94K +32 +0.3%
RC
353
RegentAtlantic Capital
New Jersey
$591K – – –
MIAS
354
Mason Investment Advisory Services
Virginia
$583K +$646K +10,675 New
LNC
355
Lincoln National Corp
Pennsylvania
$572K +$200K +3,304 +46%
1WM
356
1900 Wealth Management
Texas
$566K +$51.6K +853 +9%
CRC
357
Curi RMB Capital
Illinois
$558K +$224K +3,701 +57%
WT
358
Whittier Trust
California
$554K -$25.1K -415 -4%
NL
359
Navalign LLC
California
$553K +$613K +10,124 New
BSWA
360
Bromfield Sneider Wealth Advisors
Massachusetts
$551K +$178K +2,935 +41%
SMG
361
Smart Money Group
Texas
$549K -$43.7K -723 -7%
PWPS
362
Pinnacle Wealth Planning Services
Ohio
$540K -$9.74K -161 -2%
FFG
363
Fullen Financial Group
Ohio
$536K – – –
SSW
364
Stone Summit Wealth
Florida
$527K -$150K -2,484 -20%
AWE
365
Avidian Wealth Enterprises
Texas
$526K +$130K +2,145 +29%
VWA
366
Visionary Wealth Advisors
Illinois
$522K -$118K -1,943 -17%
PA
367
Parallel Advisors
California
$521K -$179K -2,952 -24%
DACG
368
Donor Advised Charitable Giving
California
$516K +$666 +11 +0.1%
BWA
369
Beam Wealth Advisors
Louisiana
$515K +$571K +9,439 New
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$510K -$23.4K -386 -4%
SRC
371
Sage Rhino Capital
California
$502K – – –
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
$491K -$17.8K -295 -3%
WCWM
373
Wooster Corthell Wealth Management
Connecticut
$491K +$80.7K +1,333 +17%
APWM
374
Atlas Private Wealth Management
New York
$489K -$303K -5,014 -36%
IC
375
IEQ Capital
California
$481K +$38.6K +638 +8%
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15
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