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iShares MSCI EAFE Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBT
351
Pictet Bank & Trust
Bahamas
$732K +$730K +12,300 New
CRC
352
Curi RMB Capital
Illinois
$727K -$2.31M -38,939 -76%
MAM
353
McLean Asset Management
Virginia
$717K -$244K -4,114 -25%
TI
354
Tidal Investments
Wisconsin
$716K +$390K +6,565 +120%
WP
355
Westmount Partners
California
$714K +$30K +506 +4%
DP
356
Denver PWM
Colorado
$714K -$28.1K -474 -4%
BSWA
357
Bromfield Sneider Wealth Advisors
Massachusetts
$707K +$11.9K +200 +2%
UL
358
Unionview LLC
Washington
$702K +$60.2K +1,014 +9%
EWA
359
EP Wealth Advisors
California
$695K +$600K +10,110 New
Invesco
360
Invesco
Georgia
$691K -$102K -1,717 -13%
BHWM
361
Beaird Harris Wealth Management
Texas
$687K -$2.67K -45 -0.4%
VIM
362
Vista Investment Management
Pennsylvania
$685K -$14K -235 -2%
AWMNH
363
Arcadia Wealth Management (New Hampshire)
New Hampshire
$682K -$134K -2,265 -16%
Cerity Partners
364
Cerity Partners
New York
$676K -$36.1K -608 -5%
RB
365
Renasant Bank
Mississippi
$672K +$671K +11,295 New
AFG
366
Allegheny Financial Group
Pennsylvania
$672K +$32.8K +553 +5%
RWA
367
River Wealth Advisors
Pennsylvania
$670K -$72.4K -1,219 -10%
BCM
368
Becker Capital Management
Oregon
$666K +$665K +11,196 New
ATC
369
Argent Trust Co
Tennessee
$664K -$6.23K -105 -0.9%
BG
370
Benedetti & Gucer
Georgia
$662K +$17.7K +298 +3%
MFG
371
Merit Financial Group
Georgia
$658K -$178 -3 -0%
MFG
372
Magnus Financial Group
New York
$657K -$10.3K -174 -2%
BFO
373
Biltmore Family Office
North Carolina
$657K -$19.5K -328 -3%
MG
374
Mather Group
Illinois
$654K -$21.1K -355 -3%
IFA
375
Index Fund Advisors
California
$650K