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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
376
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$519K +$525K +7,000 New
NL
377
NWAM LLC
Washington
$511K -$310K -4,132 -37%
KPWG
378
KFA Private Wealth Group
Virginia
$510K -$194K -2,583 -27%
WPP
379
Whalerock Point Partners
Rhode Island
$497K – – –
5L
380
55I LLC
Massachusetts
$491K +$496K +6,615 New
FG
381
Foster Group
Iowa
$485K – – –
RJT
382
Raymond James Trust
Florida
$484K – – –
TCM
383
Tufton Capital Management
Maryland
$481K +$9.01K +120 +2%
ECG
384
Edge Capital Group
Georgia
$480K +$92.8K +1,236 +24%
SI
385
Stephens Inc
Arkansas
$478K +$1.5K +20 +0.3%
SB
386
Strategic Blueprint
Georgia
$477K +$4.05K +54 +0.8%
MW
387
Marcum Wealth
Ohio
$474K +$4.5K +60 +0.9%
HL
388
HeadInvest LLC
Maine
$472K -$1.5K -20 -0.3%
MA
389
Mutual Advisors
Nebraska
$464K +$7.96K +106 +2%
AFP
390
Ausdal Financial Partners
Iowa
$458K +$3.68K +49 +0.8%
SFS
391
Summit Financial Strategies
Ohio
$458K +$102K +1,354 +28%
CMP
392
Courage Miller Partners
Virginia
$457K +$24.6K +328 +6%
SF
393
Summit Financial
New Jersey
$457K +$155K +2,063 +50%
LF
394
Lee Financial
Texas
$452K +$40.5K +539 +10%
PP
395
Prudential plc
United Kingdom
$450K -$747K -9,960 -62%
FVWA
396
Foster Victor Wealth Advisors
South Carolina
$446K -$213K -2,841 -32%
CST
397
Charles Schwab Trust
Nevada
$445K +$68.5K +913 +18%
CCA
398
Cobblestone Capital Advisors
New York
$443K – – –
KCPG
399
Kavar Capital Partners Group
Kansas
$436K – – –
MSAM
400
Moloney Securities Asset Management
Missouri
$430K +$3.45K +46 +0.8%
14 15
16
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