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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TI
351
Truepoint Inc
Ohio
$741K +$705K +13,128 New
FHA
352
First Horizon Advisors
Tennessee
$730K +$74.8K +1,393 +12%
CWA
353
Cornerstone Wealth Advisors
Minnesota
$728K -$71.7K -1,335 -9%
JWCA
354
J.W. Cole Advisors
Florida
$706K -$138K -2,563 -17%
RWA
355
River Wealth Advisors
Pennsylvania
$705K -$180K -3,355 -21%
SCM
356
Stonehearth Capital Management
Massachusetts
$704K +$28.8K +536 +4%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$693K +$658K +12,265 New
DP
358
Denver PWM
Colorado
$685K -$56.2K -1,047 -8%
Cerity Partners
359
Cerity Partners
New York
$676K +$46.8K +872 +8%
VIM
360
Vista Investment Management
Pennsylvania
$664K -$93.9K -1,750 -13%
BSWA
361
Bromfield Sneider Wealth Advisors
Massachusetts
$660K +$16.9K +315 +3%
BHWM
362
Beaird Harris Wealth Management
Texas
$655K – – –
WP
363
Westmount Partners
California
$650K +$617K +11,500 New
BFO
364
Biltmore Family Office
North Carolina
$642K -$929K -17,311 -60%
MG
365
Mather Group
Illinois
$641K -$2.56M -47,665 -81%
ATC
366
Argent Trust Co
Tennessee
$637K +$48.9K +911 +9%
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$635K +$41.5K +773 +7%
MFG
368
Magnus Financial Group
New York
$634K -$184K -3,434 -23%
MFG
369
Merit Financial Group
Georgia
$625K -$18.4K -343 -3%
JIC
370
Johnson Investment Counsel
Ohio
$618K -$882K -16,438 -60%
IFA
371
Index Fund Advisors
California
$617K – – –
OCM
372
Objective Capital Management
Ohio
$615K -$42.1K -784 -7%
AWA
373
Aletheian Wealth Advisors
Washington
$612K +$232K +4,318 +66%
BG
374
Benedetti & Gucer
Georgia
$611K +$581K +10,824 New
UL
375
Unionview LLC
Washington
$609K +$21.1K +394 +4%