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iShares MSCI EAFE Small-Cap ETF
SCZ

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
376
Integrated Advisors Network
Texas
$635K -$3.53M -51,983 -84%
1WM
377
1900 Wealth Management
Texas
$631K -$1.05M -15,491 -62%
SCM
378
Stonehearth Capital Management
Massachusetts
$629K -$217K -3,200 -25%
FHA
379
First Horizon Advisors
Tennessee
$629K -$37.6K -554 -6%
DACG
380
Donor Advised Charitable Giving
California
$626K +$3.6K +53 +0.6%
BBHC
381
Brown Brothers Harriman & Co
New York
$622K +$577K +8,500 +963%
MFGM
382
Marshall Financial Group (Maryland)
Maryland
$616K +$21K +309 +3%
PFGIA
383
Patriot Financial Group Insurance Agency
Massachusetts
$616K +$48.1K +708 +8%
SRC
384
Sage Rhino Capital
California
$610K – – –
BF
385
Brooklyn FI
New York
$609K -$1.29M -18,976 -67%
CA
386
Cumberland Advisors
Florida
$596K +$47.5K +700 +8%
HIS
387
Horizon Investment Services
Indiana
$594K -$5.64K -83 -0.9%
5L
388
55I LLC
Massachusetts
$592K +$99.6K +1,467 +20%
9WM
389
9258 Wealth Management
Ohio
$591K -$9.51K -140 -2%
BFPW
390
BOK Financial Private Wealth
Colorado
$588K -$100K -1,475 -14%
FPAS
391
Focus Partners Advisor Solutions
Missouri
$588K +$602K +8,859 New
KPWG
392
KFA Private Wealth Group
Virginia
$572K +$8.69K +128 +2%
BC
393
Burleson & Co
California
$568K +$64.4K +948 +12%
UL
394
Unionview LLC
Washington
$567K – – –
V
395
Veritable
Delaware
$567K +$815 +12 +0.1%
TI
396
Trexquant Investment
Connecticut
$562K -$198K -2,918 -26%
CSWM
397
Cassady Schiller Wealth Management
Ohio
$555K +$204 +3 +0%
EWS
398
Evergreen Wealth Solutions
Pennsylvania
$547K -$577K -8,500 -51%
ICP
399
Interchange Capital Partners
Pennsylvania
$544K -$265K -3,904 -32%
CGPCS
400
Capital Group Private Client Services
California
$542K +$555K +8,175 New
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16
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